401(k) · DOL Form 5500 · 2022

Trinity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
135
Participants Small participant base
70th
Percentile by assets National rank
$95,694
Avg per participant Below avg balance/head
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Official DOL plan name: Trinity Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Trinity Partners, LLC · North Carolina · Real Estate

$13M in assets, 135 participants

Trinity Partners, LLC's Trinity Partners, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,254 in Real Estate (5,057 peers)

Coverage in North Carolina

Trinity Partners, LLC 401(k) Profit Sharing Plan covers 135 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#4,254
in Real Estate (5,057 peers)
-8.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Trinity Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,918,753 Top 30% higher than 70% 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

Trinity Partners, LLC 401(k) Profit Sharing 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. Trinity Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

Plan-year Form 5500 strip

Filing strip 562064890 · Trinity Partners, LLC PY 2022 · 401(k)

Trinity Partners, LLC 401(k) Profit Sharing Plan · $13M · 135 · 70th

  • NET $13M
  • BOOK 135
  • VS-ST 70th
  • BOY 401(k)
  • SCH near L&m Radiator 401(k) Retirement Savings Plan
  • EBSA ind #4254

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 Real Estate retirement plans → · Plans in North Carolina →

Trinity Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Trinity Partners, LLC 401(k) Profit Sharing PlanTrinity Partners, LLC 401(k)…$13ML&m Radiator 401(k) Retirement Savings PlanL&m Radiator 401(k) Retireme…$13MNational Guard Products 401(k) PlanNational Guard Products 401(…$13MOfferpad, LLC 401(k) Plan$13MCenturion Auto Transport, Inc. 401(k) PlanCenturion Auto Transport, In…$13M
End-of-year total assets ($M) among Trinity Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN562064890
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Partners, LLC)

Sponsor-wide plan assets over time

All Trinity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 12.63934684717635% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M$14.5M$15M 202220232024 $12.9M $14.6M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 135 $13M
2023 1 160 $14M
2024 1 159 $15M

Nearby 401(k) Plans in North Carolina

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

Trinity Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Trinity Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012918753 · Participants: 135Trinity Partners, LLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Trinity Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Trinity Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trinity Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is L&m Radiator 401(k) Retirement Savings Plan in MN ($13M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Trinity Partners, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Trinity Partners, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 8.6% during 2022, from $14M to $13M. Reported net income was -$1M.
How have Trinity Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Partners, LLC's sponsor-wide assets grew 12.6%, from $13M to $15M.
Which 401(k) plans are similar in size to Trinity Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is L&m Radiator 401(k) Retirement Savings Plan in MN ($13M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A 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 562064890.

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.