401(k) · DOL Form 5500 · 2022

Trimark Erf Holdings, LLC. 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
2,688
Participants Above avg headcount
95th
Percentile by assets National rank
$69,637
Avg per participant Below avg balance/head
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Official DOL plan name: Trimark Retirement Savings Plan · Sponsored by Trimark Erf Holdings, LLC. · Massachusetts · Wholesale Trade

$187M in assets, 2,688 participants

Trimark Erf Holdings, LLC.'s Trimark Retirement Savings Plan reported $187M in total assets and 2,688 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,613 in Wholesale Trade (6,843 peers)

Coverage in Massachusetts

Trimark Retirement Savings Plan covers 2,688 participants in Massachusetts, 4.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $187M.

#6,613
in Wholesale Trade (6,843 peers)
-14.8%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trimark Retirement Savings Plan's outsized position by total assets

Trimark Retirement Savings Plan vs every filed plan by assets

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

$187,184,806 Top 5% higher than 95% 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

Trimark Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trimark Retirement Savings Plan lands in the large band (2,688 participants).

DOL schedule card

Filing strip 320240384 · Trimark Erf Holdings, LLC. PY 2022 · 401(k)

Trimark Retirement Savings Plan · $187M · 2,688 · 95th

  • TYPE $187M
  • TYPE 2,688
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Vornado Realty Trust 401(k) Plan
  • TYPE ind #6613

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Trimark Retirement Savings Plan in the asset neighbourhood

Zachry Corporation Employees 401(k) PlanZachry Corporation Employees…$187MTi Group Automotive Systems Employees' Savings PlanTi Group Automotive Systems …$187MPepsi Bottling Ventures 401(k) PlanPepsi Bottling Ventures 401(…$187MVornado Realty Trust 401(k) PlanVornado Realty Trust 401(k) …$187MTrimark Retirement Savings PlanTrimark Retirement Savings P…$187M
End-of-year total assets ($M) among Trimark Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$187M
Net Income-$32M
Employer EIN320240384
Plan Effective Date1964-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Trimark Erf Holdings, LLC.)

Sponsor-wide plan assets over time

All Trimark Erf Holdings, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$245M 31.095320311414593% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $187M $245M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 2,688 $187M
2023 1 3,007 $221M
2024 1 3,116 $245M

Nearby 401(k) Plans in Massachusetts

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

Trimark Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -100102030 Total assets ($B) Participants Trimark Retirement Savings Plan, Total assets ($B): 0.187184806 · Participants: 2688Trimark Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Trimark Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Trimark Retirement Savings Plan side-by-side with 3 peers →

Trimark Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Vornado Realty Trust 401(k) Plan in NJ ($187M); by covered participants it is El Pollo Loco, Inc. 401(k) Plan in CA (2,688 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,688 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 Trimark Retirement Savings Plan assets move in 2022? ▼
Trimark Retirement Savings Plan pulled back noticeably - down 14.8% during 2022, from $220M to $187M. Reported net income was -$32M.
How have Trimark Erf Holdings, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trimark Erf Holdings, LLC.'s sponsor-wide assets grew 31.1%, from $187M to $245M.
Where does Trimark Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trimark Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Trimark Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vornado Realty Trust 401(k) Plan in NJ ($187M, 721 participants).
Which 401(k) plans cover a similar participant headcount to Trimark Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Pollo Loco, Inc. 401(k) Plan in CA (2,688 participants, $24M 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 320240384.

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.