401(k) · DOL Form 5500 · 2023

Trust Automation, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
105
Participants Small participant base
55th
Percentile by assets National rank
$80,052
Avg per participant Below avg balance/head
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Official DOL plan name: Trust Automation, Inc. 401(k) Profit Sharing Plan · Sponsored by Trust Automation, Inc. · California · Professional & Technical Services

$8M in assets, 105 participants

Trust Automation, Inc.'s Trust Automation, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,844 in Professional & Technical Services (20,321 peers)

Coverage in California

Trust Automation, Inc. 401(k) Profit Sharing Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,844
in Professional & Technical Services (20,321 peers)
+26.4%
assets growth YoY

Trust Automation, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Trust Automation, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,405,510 Top 45% higher than 55% of 127,068 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 2023

Trust Automation, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trust Automation, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trust Automation, Inc. 401(k) Profit Sharing Plan reported net income rose from -$531K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Trust Automation, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770420691 · Trust Automation, Inc. PY 2023 · 401(k)

Trust Automation, Inc. 401(k) Profit Sharing Plan · $8M · 105 · 55th

  • SCH $8M
  • SCH 105
  • SCH 55th
  • SCH 401(k)
  • SCH near Giertsen Companies Employee Savings Plan
  • SCH ind #10844

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 Professional & Technical Services retirement plans → · Plans in California →

Trust Automation, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trust Automation, Inc. 401(k) Profit Sharing PlanTrust Automation, Inc. 401(k…$8MGiertsen Companies Employee Savings PlanGiertsen Companies Employee …$8MSes 401(k) Plan$8MThe Fiesta Tableware Company and the United Steel, and Forestry, Rubber, Manufacturing, Energy, Allie Service Workers Intl Union Local 419mThe Fiesta Tableware Company…$8MMillennium Vision, PC 401(k) Profit Sharing PlanMillennium Vision, PC 401(k)…$8M
End-of-year total assets ($M) among Trust Automation, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN770420691
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trust Automation, Inc.)

Sponsor-wide plan assets over time

All Trust Automation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 59.053850256671744% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.65M $10.6M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 104 $7M
2023 1 105 $8M
2024 1 116 $11M

Nearby 401(k) Plans in California

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

Trust Automation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trust Automation, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00840551 · Participants: 105Trust Automation, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Trust Automation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trust Automation, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trust Automation, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Giertsen Companies Employee Savings Plan in MN ($8M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trust Automation, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Trust Automation, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.4% during 2023, from $7M to $8M. Reported net income was $2M.
How have Trust Automation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trust Automation, Inc.'s sponsor-wide assets grew 59.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Trust Automation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giertsen Companies Employee Savings Plan in MN ($8M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Trust Automation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770420691.

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.