401(k) · DOL Form 5500 · 2023

TRUVESTMENTS 401(k) Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$22,957
Avg per participant Low balance/head
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Official DOL plan name: Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust · Sponsored by TRUVESTMENTS · Florida · Professional & Technical Services

$69K in assets, 3 participants

TRUVESTMENTS's Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust reported $69K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

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

TRUVESTMENTS multi-year trail

TRUVESTMENTS's plans moved +153.7% in assets from 2023 to 2024; this filing shows Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust at $69K / 3 participants.

#841
in Professional & Technical Services (20,321 peers)
$69K
reported net income

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$68,871 5th percentile higher than 5% 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

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 811797732 · TRUVESTMENTS PY 2023 · 401(k)

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust · $69K · 3 · 5th

  • TYPE $69K
  • NET 3
  • BOOK 5th
  • VS-ST 401(k)
  • BOY near Jokati Corporation 401(k) Plan
  • SCH ind #841

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 Florida →

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & TrustSiriyanfah Williams Holdings…$69KJokati Corporation 401(k) PlanJokati Corporation 401(k) Pl…$69KYaseung Enterprise Inc 401(k) Profit Sharing Plan & TrustYaseung Enterprise Inc 401(k…$69KAmerican Chrome Corporation 401(k) PlanAmerican Chrome Corporation …$69KDelta Sierra Inc. 401(k) Plan$69K
End-of-year total assets ($M) among Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

TRUVESTMENTS multi-year asset trail

Sponsor-wide plan assets over time

All TRUVESTMENTS plans reported in each filing year

Latest sponsor-wide plan assets
$175K 153.68732848368688% vs 2023
2024 filing year
$0.05M$0.1M$0.15M$0.2M 20232024 $0.07M $0.17M ▲ +142.9%
Year Plans Participants Total Assets
2023 1 3 $69K
2024 1 3 $175K

TRUVESTMENTS filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$69K
Net Income$69K
Employer EIN811797732
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000068871 · Participants: 3Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jokati Corporation 401(k) Plan in NH ($69K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 have TRUVESTMENTS plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), TRUVESTMENTS's sponsor-wide assets grew 153.7%, from $69K to $175K.
Where does Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jokati Corporation 401(k) Plan in NH ($69K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Siriyanfah Williams Holdings 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 811797732.

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.