401(k) · DOL Form 5500 · 2022
Trinity Forge, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $48,083
- Avg per participant Low balance/head
Official DOL plan name: Trinity Forge, Inc. Investment and Profit Sharing Plan · Sponsored by Trinity Forge, Inc. · Texas · Manufacturing
$5M in assets, 99 participants
Trinity Forge, Inc.'s Trinity Forge, Inc. Investment and Profit Sharing Plan reported $5M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #6,832 in Manufacturing (20,602 peers)
2022 asset change
Trinity Forge, Inc. Investment and Profit Sharing Plan pulled back noticeably 13.8% in 2022 ($6M → $5M) for 99 participants.
- #6,832
- in Manufacturing (20,602 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $763K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trinity Forge, Inc. Investment and Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Trinity Forge, Inc. Investment and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,760,209 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Trinity Forge, Inc. Investment and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Forge, Inc. Investment and Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 750924477 · Trinity Forge, Inc. PY 2022 · 401(k)
Trinity Forge, Inc. Investment and Profit Sharing Plan · $5M · 99 · 50th
- PHOTO $5M
- PHOTO 99
- PHOTO 50th
- PHOTO 401(k)
- PHOTO near University Veterinary Specialists, Inc. 401(k) Profit Sharing Plan and Trust
- PHOTO ind #6832
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 Manufacturing retirement plans → · Plans in Texas →
Trinity Forge, Inc. Investment and Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$763K |
| Employer EIN | 750924477 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Trinity Forge, Inc. Investment and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is University Veterinary Specialists, Inc. 401(k) Profit Sharing Plan and Trust in CT ($5M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Osco 401(k) Plan (OH) 99 · 0 off
- Scopus It Inc 401(k) Profit Sharing Plan & Trust (CT) 99 · 0 off
- Jottan, Inc. Retirement Savings Plan (NJ) 99 · 0 off
- Milwaukee Public Museum, Inc. 401(k) Savings Plan (WI) 99 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.