401(k) · DOL Form 5500 · 2022

Trialcard, Incorporated 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
974
Participants Near avg headcount
86th
Percentile by assets National rank
$43,279
Avg per participant Low balance/head
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Official DOL plan name: Trialcard, Incorporated 401(k) Profit Plan and Trust · Sponsored by Trialcard, Incorporated · North Carolina · Management of Enterprises

$42M in assets, 974 participants

Trialcard, Incorporated's Trialcard, Incorporated 401(k) Profit Plan and Trust reported $42M in total assets and 974 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #818 in Management of Enterprises (1,193 peers)

Where Trialcard, Incorporated 401(k) Profit Plan and Trust sits by assets

Trialcard, Incorporated 401(k) Profit Plan and Trust sits in the top quartile of all filed plans by assets, $42M for 974 participants (~$43,279/participant), up 1.6% in 2022.

#818
in Management of Enterprises (1,193 peers)
+1.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trialcard, Incorporated 401(k) Profit Plan and Trust's outsized position by total assets

Trialcard, Incorporated 401(k) Profit Plan and Trust vs every filed plan by assets

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

$42,154,045 Top 14% higher than 86% 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

Trialcard, Incorporated 401(k) Profit Plan and Trust 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. Trialcard, Incorporated 401(k) Profit Plan and Trust sits mid-pack in the medium band (974 participants).

DOL schedule card

Filing strip 522251120 · Trialcard, Incorporated PY 2022 · 401(k)

Trialcard, Incorporated 401(k) Profit Plan and Trust · $42M · 974 · 86th

  • RANK $42M
  • RANK 974
  • RANK 86th
  • RANK 401(k)
  • RANK near Brightcove Inc. 401(k) Plan
  • RANK ind #818

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 Management of Enterprises retirement plans → · Plans in North Carolina →

Trialcard, Incorporated 401(k) Profit Plan and Trust in the asset neighbourhood

Brightcove Inc. 401(k) Plan$42MEmployees Retirement Readiness - 401(k) Savings PlanEmployees Retirement Readine…$42MTrialcard, Incorporated 401(k) Profit Plan and TrustTrialcard, Incorporated 401(…$42MAmerican Angus Association Discretionary Defined Contribution PlanAmerican Angus Association D…$42MArgo Data Resource Corporation 401(k) PlanArgo Data Resource Corporati…$42M
End-of-year total assets ($M) among Trialcard, Incorporated 401(k) Profit Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$42M
Net Income-$4M
Employer EIN522251120
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trialcard, Incorporated)

Sponsor-wide plan assets over time

All Trialcard, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$69M 64.1125566953302% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $42.2M $69.2M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 974 $42M
2023 1 1,079 $55M
2024 1 1,223 $69M

Nearby 401(k) Plans in North Carolina

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

Trialcard, Incorporated 401(k) Profit Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Trialcard, Incorporated 401(k) Profit Plan and Trust, Total assets ($B): 0.042154045 · Participants: 974Trialcard, Incorporated 401(k) Profit Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Trialcard, Incorporated 401(k) Profit Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Trialcard, Incorporated 401(k) Profit Plan and Trust side-by-side with 3 peers →

Trialcard, Incorporated 401(k) Profit Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Brightcove Inc. 401(k) Plan in MA ($42M); by covered participants it is Tamko Building Products LLC 401(k) Plan in KS (974 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (974 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 Trialcard, Incorporated 401(k) Profit Plan and Trust assets move in 2022? ▼
Trialcard, Incorporated 401(k) Profit Plan and Trust edged up modestly - up 1.6% during 2022, from $42M to $42M. Reported net income was -$4M.
How have Trialcard, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trialcard, Incorporated's sponsor-wide assets grew 64.1%, from $42M to $69M.
Where does Trialcard, Incorporated 401(k) Profit Plan and Trust rank by assets among Form 5500 filers? ▼
Trialcard, Incorporated 401(k) Profit Plan and Trust ranks in the 86th 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 Trialcard, Incorporated 401(k) Profit Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brightcove Inc. 401(k) Plan in MA ($42M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Trialcard, Incorporated 401(k) Profit Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tamko Building Products LLC 401(k) Plan in KS (974 participants, $122M 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 522251120.

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.