401(k) · DOL Form 5500 · 2022

Triumph Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
1,239
Participants Near avg headcount
90th
Percentile by assets National rank
$51,196
Avg per participant Low balance/head
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Official DOL plan name: Triumph Financial, Inc. 401(k) Plan · Sponsored by Triumph Bancorp, Inc. · Texas · Finance & Insurance

$63M in assets, 1,239 participants

Triumph Bancorp, Inc.'s Triumph Financial, Inc. 401(k) Plan reported $63M in total assets and 1,239 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,747 in Finance & Insurance (9,261 peers)

Where Triumph Financial, Inc. 401(k) Plan sits by assets

Triumph Financial, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $63M for 1,239 participants (~$51,196/participant), down 12.9% in 2022.

#7,747
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Triumph Financial, Inc. 401(k) Plan's outsized position by total assets

Triumph Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$63,431,723 Top 10% higher than 90% 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

Triumph Financial, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Triumph Financial, Inc. 401(k) Plan lands in the large band (1,239 participants).

EBSA filing schedule strip

Filing strip 200477066 · Triumph Bancorp, Inc. PY 2022 · 401(k)

Triumph Financial, Inc. 401(k) Plan · $63M · 1,239 · 90th

  • TYPE $63M
  • NET 1,239
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Land Title Guarantee Company 401(k) Profit Sharing Plan
  • SCH ind #7747

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 Texas →

Triumph Financial, Inc. 401(k) Plan in the asset neighbourhood

Triumph Financial, Inc. 401(k) PlanTriumph Financial, Inc. 401(…$63MLand Title Guarantee Company 401(k) Profit Sharing PlanLand Title Guarantee Company…$63MQuantum Health, Inc. 401(k) PlanQuantum Health, Inc. 401(k) …$63MTlm, Inc. 401(k) Profit Sharing PlanTlm, Inc. 401(k) Profit Shar…$63MBerger Montague Retirement Savings PlanBerger Montague Retirement S…$63M
End-of-year total assets ($M) among Triumph Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$63M
Net Income-$9M
Employer EIN200477066
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triumph Bancorp, Inc.)

Sponsor-wide plan assets over time

All Triumph Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 59.19302712303748% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.4M $101M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 1,239 $63M
2023 1 1,440 $80M
2024 1 1,470 $101M

Nearby 401(k) Plans in Texas

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

Triumph Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Triumph Financial, Inc. 401(k) Plan, Total assets ($B): 0.063431723 · Participants: 1239Triumph Financial, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Triumph Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Triumph Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Triumph Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Land Title Guarantee Company 401(k) Profit Sharing Plan in CO ($63M); by covered participants it is Prometric 401(k) Plan in MD (1,239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,239 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 Triumph Financial, Inc. 401(k) Plan assets move in 2022? ▼
Triumph Financial, Inc. 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $73M to $63M. Reported net income was -$9M.
How have Triumph Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triumph Bancorp, Inc.'s sponsor-wide assets grew 59.2%, from $63M to $101M.
Where does Triumph Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Triumph Financial, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Triumph Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Land Title Guarantee Company 401(k) Profit Sharing Plan in CO ($63M, 745 participants).
Which 401(k) plans cover a similar participant headcount to Triumph Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prometric 401(k) Plan in MD (1,239 participants, $61M 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 200477066.

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.