401(k) · DOL Form 5500 · 2022

Trg Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
236
Participants Below avg headcount
80th
Percentile by assets National rank
$104,591
Avg per participant Below avg balance/head
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Official DOL plan name: Flexible 401(k) Pooled Employer Plan · Sponsored by Trg Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$25M in assets, 236 participants

Trg Fiduciary Services, LLC's Flexible 401(k) Pooled Employer Plan reported $25M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,337 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Flexible 401(k) Pooled Employer Plan covers 236 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.

#6,337
in Finance & Insurance (9,261 peers)
$438K
reported net income
0.2×
vs typical plan assets (national mean)

Flexible 401(k) Pooled Employer Plan's outsized position by total assets

Flexible 401(k) Pooled Employer Plan vs every filed plan by assets

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

$24,683,377 Top 20% higher than 80% 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

Flexible 401(k) Pooled Employer 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. Flexible 401(k) Pooled Employer Plan sits mid-pack in the medium band (236 participants).

Form 5500 schedule snapshot

Filing strip 823095168 · Trg Fiduciary Services, LLC PY 2022 · 401(k)

Flexible 401(k) Pooled Employer Plan · $25M · 236 · 80th

  • SCH $25M
  • EBSA 236
  • PART 80th
  • TYPE 401(k)
  • NET near Nextiva 401(k) Plan
  • BOOK ind #6337

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 →

Flexible 401(k) Pooled Employer Plan in the asset neighbourhood

The Modern Group 401(k) Plan$25MFlexible 401(k) Pooled Employer PlanFlexible 401(k) Pooled Emplo…$25MNextiva 401(k) Plan$25MOkay Industries, Inc. Profit Sharing 401(k) PlanOkay Industries, Inc. Profit…$25MGammage & Burnham Pension & Profit-Sharing PlanGammage & Burnham Pension & …$25M
End-of-year total assets ($M) among Flexible 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$25M
Net Income$438K
Employer EIN823095168
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trg Fiduciary Services, LLC)

Sponsor-wide plan assets over time

All Trg Fiduciary Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$181K 99.8089196044655% vs 2022
2024 filing year
$0M$50M$100M$150M 20222024 $94.7M $0.18M ▼ -99.8%
Year Plans Participants Total Assets
2022 15 2,992 $95M
2024 1 N/A $181K

Nearby 401(k) Plans in Pennsylvania

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

Flexible 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Flexible 401(k) Pooled Employer Plan, Total assets ($B): 0.024683377 · Participants: 236Flexible 401(k) Pooled Employer 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
Flexible 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Flexible 401(k) Pooled Employer Plan side-by-side with 3 peers →

Flexible 401(k) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Nextiva 401(k) Plan in AZ ($25M); by covered participants it is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 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 have Trg Fiduciary Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Trg Fiduciary Services, LLC's sponsor-wide assets declined 99.8%, from $95M to $181K.
Where does Flexible 401(k) Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Flexible 401(k) Pooled Employer Plan ranks in the 80th 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 Flexible 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nextiva 401(k) Plan in AZ ($25M, 771 participants).
Which 401(k) plans cover a similar participant headcount to Flexible 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 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 823095168.

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.