401(k) · DOL Form 5500 · 2022

Trean Corporation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
354
Participants Below avg headcount
80th
Percentile by assets National rank
$66,444
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trean Corporation Incentive Savings Plan · Sponsored by Trean Corporation · Minnesota · Finance & Insurance

$24M in assets, 354 participants

Trean Corporation's Trean Corporation Incentive Savings Plan reported $24M in total assets and 354 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.

  • #6,226 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Trean Corporation Incentive Savings Plan covers 354 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $24M.

#6,226
in Finance & Insurance (9,261 peers)
-4.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Trean Corporation Incentive Savings Plan's outsized position by total assets

Trean Corporation Incentive Savings Plan vs every filed plan by assets

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

$23,521,082 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

Trean Corporation Incentive Savings 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. Trean Corporation Incentive Savings Plan sits mid-pack in the medium band (354 participants).

DOL schedule card

Filing strip 411966220 · Trean Corporation PY 2022 · 401(k)

Trean Corporation Incentive Savings Plan · $24M · 354 · 80th

  • PCT $24M
  • PCT 354
  • PCT 80th
  • PCT 401(k)
  • PCT near Ultralife Corporation 401(k) Plan
  • PCT ind #6226

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 Minnesota →

Trean Corporation Incentive Savings Plan in the asset neighbourhood

Trean Corporation Incentive Savings PlanTrean Corporation Incentive …$24MUltralife Corporation 401(k) PlanUltralife Corporation 401(k)…$24MPointe Precision, Inc. 401(k) Savings PlanPointe Precision, Inc. 401(k…$24MM & K Employee Services Inc. 401(k) PlanM & K Employee Services Inc.…$24MBrunk Industries, Inc. Profit Sharing and 401(k) Savings PlanBrunk Industries, Inc. Profi…$24M
End-of-year total assets ($M) among Trean Corporation Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$1M
Employer EIN411966220
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trean Corporation)

Sponsor-wide plan assets over time

All Trean Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.612408221696604% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $30.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 354 $24M
2023 1 340 $29M
2024 1 321 $30M

Nearby 401(k) Plans in Minnesota

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

Trean Corporation Incentive Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Trean Corporation Incentive Savings Plan, Total assets ($B): 0.023521082 · Participants: 354Trean Corporation Incentive Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Trean Corporation Incentive Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Trean Corporation Incentive Savings Plan side-by-side with 3 peers →

Trean Corporation Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ultralife Corporation 401(k) Plan in NY ($24M); by covered participants it is Mb Precision Company 401(k) Plan in CT (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Trean Corporation Incentive Savings Plan assets move in 2022? ▼
Trean Corporation Incentive Savings Plan edged down modestly - down 4.9% during 2022, from $25M to $24M. Reported net income was -$1M.
How have Trean Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trean Corporation's sponsor-wide assets grew 28.6%, from $24M to $30M.
Where does Trean Corporation Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Trean Corporation Incentive Savings 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 Trean Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ultralife Corporation 401(k) Plan in NY ($24M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Trean Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mb Precision Company 401(k) Plan in CT (354 participants, $17M 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 411966220.

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.