401(k) · DOL Form 5500 · 2022
Trimont Real Estate Advisors 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 261
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $206,227
- Avg per participant Above avg balance/head
Official DOL plan name: Trimont Real Estate Advisors, LLC Profit Sharing Plan · Sponsored by Trimont Real Estate Advisors · Georgia · Real Estate
$54M in assets, 261 participants
Trimont Real Estate Advisors's Trimont Real Estate Advisors, LLC Profit Sharing Plan reported $54M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #4,862 in Real Estate (5,057 peers)
Coverage in Georgia
Trimont Real Estate Advisors, LLC Profit Sharing Plan covers 261 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $54M.
- #4,862
- in Real Estate (5,057 peers)
- -17.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trimont Real Estate Advisors, LLC Profit Sharing Plan's outsized position by total assets
Trimont Real Estate Advisors, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,825,290 Top 11% higher than 89% 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
Trimont Real Estate Advisors, LLC 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. Trimont Real Estate Advisors, LLC Profit Sharing Plan sits mid-pack in the medium band (261 participants).
DOL schedule card
Filing strip 581524431 · Trimont Real Estate Advisors PY 2022 · 401(k)
Trimont Real Estate Advisors, LLC Profit Sharing Plan · $54M · 261 · 89th
- NET $54M
- NET 261
- NET 89th
- NET 401(k)
- NET near Edens Realty, Inc. 401(k) Plan
- NET ind #4862
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 Georgia →
Trimont Real Estate Advisors, LLC Profit Sharing Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$11M |
| Employer EIN | 581524431 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trimont Real Estate Advisors)
Sponsor-wide plan assets over time
All Trimont Real Estate Advisors plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 38.56242297997837% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $54M |
| 2023 | 1 | 312 | $61M |
| 2024 | 1 | 708 | $75M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Trimont Real Estate Advisors, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Edens Realty, Inc. 401(k) Plan in SC ($54M); by covered participants it is Pioneer Holdings Profit Sharing Plan in KY (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Edens Realty, Inc. 401(k) Plan (SC) $54M · 202
- Truecar, Inc. & Subsidiaries 401(k) Plan (CA) $54M · 427
- Sebela Pharmaceuticals Inc. 401(k) Plan (MA) $54M · 302
- United States Liability Insurance Company 401(k) Plan (PA) $54M · 1,116
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- Pioneer Holdings Profit Sharing Plan (KY) 261 · 0 off
- Bind Benefits 401(k) Plan (MN) 261 · 0 off
- Williams Lumber Inc. 401(k) Profit Sharing Plan (NY) 261 · 0 off
- Arnold Companies, Inc. 401(k) Profit Sharing Plan (MN) 261 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.