401(k) · DOL Form 5500 · 2022

Triumph Bancorp, Inc. 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
1,239
Participants
90th
Percentile by assets
$51,196
Avg per participant
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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.

  • 90th percentile by assets (of 139,126 plans)
  • #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.

$63M
total plan assets (2022 EOY)
1,239
covered participants
90th
percentile by assets (of 139,126 plans)
$51,196
avg assets per participant

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.

Where Triumph Financial, Inc. 401(k) Plan sits 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 $2,010,000,000 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

State
Texas
Industry
Finance & Insurance

Triumph Financial, Inc. 401(k) Plan vs the 2022 asset distribution

By assets, Triumph Financial, Inc. 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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.)

$40M$60M$80M$100M$120M 202220232024 $63.4M $101M ▲ +59.2%
Total plan assets by year, all Triumph Bancorp, Inc. plans on file
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 ($B) Participants Triumph Financial, I…, Total assets ($B): 0.063431723 · Participants: 1239Triumph Financial, I…AT&T Retirement Savi…, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, I…Dell 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Triumph Financial, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Triumph Financial, Inc. 401(k) Plan

Scale reading

Ways to act on Triumph Financial, Inc. 401(k) Plan's numbers.

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.