401(k) · DOL Form 5500 · 2022

Trumark Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
359
Participants Below avg headcount
83rd
Percentile by assets National rank
$85,391
Avg per participant Below avg balance/head
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Official DOL plan name: Trumark Financial Credit Union Retirement Savings Plan · Sponsored by Trumark Financial Credit Union · Pennsylvania · Finance & Insurance

$31M in assets, 359 participants

Trumark Financial Credit Union's Trumark Financial Credit Union Retirement Savings Plan reported $31M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,725 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Trumark Financial Credit Union Retirement Savings Plan covers 359 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.

#6,725
in Finance & Insurance (9,261 peers)
-14.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trumark Financial Credit Union Retirement Savings Plan's outsized position by total assets

Trumark Financial Credit Union Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,655,479 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Trumark Financial Credit Union Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trumark Financial Credit Union Retirement Savings Plan sits mid-pack in the medium band (359 participants).

Form 5500 schedule snapshot

Filing strip 231357086 · Trumark Financial Credit Union PY 2022 · 401(k)

Trumark Financial Credit Union Retirement Savings Plan · $31M · 359 · 83rd

  • NET $31M
  • NET 359
  • NET 83rd
  • NET 401(k)
  • NET near Golden Touch Imports, Inc. Profit Sharing Plan
  • NET ind #6725

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

Trumark Financial Credit Union Retirement Savings Plan in the asset neighbourhood

Trumark Financial Credit Union Retirement Savings PlanTrumark Financial Credit Uni…$31MGolden Touch Imports, Inc. Profit Sharing PlanGolden Touch Imports, Inc. P…$31MActivecampaign 401(k) Plan$31MUkrop's Savings and Investment PlanUkrop's Savings and Investme…$31MProspira America Corporation 401(k) PlanProspira America Corporation…$31M
End-of-year total assets ($M) among Trumark Financial Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN231357086
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trumark Financial Credit Union)

Sponsor-wide plan assets over time

All Trumark Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$43M 39.30274584846644% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.7M $42.7M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 359 $31M
2023 1 364 $37M
2024 1 398 $43M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trumark Financial Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Trumark Financial Credit Union Retirement Savings Plan, Total assets ($B): 0.030655479 · Participants: 359Trumark Financial Credit Union Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Trumark Financial Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Trumark Financial Credit Union Retirement Savings Plan side-by-side with 3 peers →

Trumark Financial Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Golden Touch Imports, Inc. Profit Sharing Plan in NY ($31M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trumark Financial Credit Union Retirement Savings Plan assets move in 2022? ▼
Trumark Financial Credit Union Retirement Savings Plan pulled back noticeably - down 14.3% during 2022, from $36M to $31M. Reported net income was -$5M.
How have Trumark Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trumark Financial Credit Union's sponsor-wide assets grew 39.3%, from $31M to $43M.
Where does Trumark Financial Credit Union Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trumark Financial Credit Union Retirement Savings Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trumark Financial Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Touch Imports, Inc. Profit Sharing Plan in NY ($31M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Trumark Financial Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231357086.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.