401(k) · DOL Form 5500 · 2022

Trg Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
309
Participants Below avg headcount
76th
Percentile by assets National rank
$58,041
Avg per participant Low balance/head
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Official DOL plan name: Trg 401(k) Plan · Sponsored by Trg Fiduciary Services, LLC · Florida · Finance & Insurance

$18M in assets, 309 participants

Trg Fiduciary Services, LLC's Trg 401(k) Plan reported $18M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,695 in Finance & Insurance (9,261 peers)

Coverage in Florida

Trg 401(k) Plan covers 309 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#5,695
in Finance & Insurance (9,261 peers)
+295.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trg 401(k) Plan's outsized position by total assets

Trg 401(k) Plan vs every filed plan by assets

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

$17,934,779 Top 24% higher than 76% 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

Trg 401(k) 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. Trg 401(k) Plan sits mid-pack in the medium band (309 participants).

Plan-year Form 5500 strip

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

Trg 401(k) Plan · $18M · 309 · 76th

  • TYPE $18M
  • NET 309
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near The Fame Plan
  • SCH ind #5695

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 Florida →

Trg 401(k) Plan in the asset neighbourhood

The Fame Plan$18MHr & a Advisors, Inc. 401(k)/Profit Sharing PlanHr & a Advisors, Inc. 401(k)…$18MWinthrop Capital Advisors LLC 401(k)PlanWinthrop Capital Advisors LL…$18MKirkwood Holdings, Inc. 401(k) PlanKirkwood Holdings, Inc. 401(…$18MTrg 401(k) Plan$18M
End-of-year total assets ($M) among Trg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN823095168
Plan Effective Date2021-01-01
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 Florida

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

Trg 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Trg 401(k) Plan, Total assets ($B): 0.017934779 · Participants: 309Trg 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Trg 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trg 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is The Fame Plan in AR ($18M); by covered participants it is Pear Therapeutics (US) 401(k) Retirement Plan in MA (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Trg 401(k) Plan assets move in 2022? ▼
Trg 401(k) Plan surged - up 295.7% during 2022, from $5M to $18M. Reported net income was -$2M.
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 Trg 401(k) Plan rank by assets among Form 5500 filers? ▼
Trg 401(k) Plan ranks in the 76th 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 Trg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Fame Plan in AR ($18M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Trg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pear Therapeutics (US) 401(k) Retirement Plan in MA (309 participants, $14M 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.