401(k) · DOL Form 5500 · 2023

Trimble-Batjer Insurance Associates, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
32nd
Percentile by assets National rank
$82,000
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trimble-Batjer 401(k) Employee Savings Plan · Sponsored by Trimble-Batjer Insurance Associates, LLP · Texas · Finance & Insurance

$2M in assets, 28 participants

Trimble-Batjer Insurance Associates, LLP's Trimble-Batjer 401(k) Employee Savings Plan reported $2M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,947 in Finance & Insurance (8,869 peers)

2023 asset change

Trimble-Batjer 401(k) Employee Savings Plan grew sharply 20.7% in 2023 ($2M → $2M) for 28 participants.

#1,947
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY

Trimble-Batjer 401(k) Employee Savings Plan among the smaller filed plans by assets

Trimble-Batjer 401(k) Employee Savings Plan vs every filed plan by assets

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

$2,295,986 32nd percentile higher than 32% 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

Trimble-Batjer 401(k) Employee Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trimble-Batjer 401(k) Employee Savings Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trimble-Batjer 401(k) Employee Savings Plan reported net income rose from -$672K in the plan year 2022 filing to $393K in the plan year 2023 filing.
  • Trimble-Batjer 401(k) Employee Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Trimble-Batjer 401(k) Employee Savings Plan reported participants fell from 33 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751329947 · Trimble-Batjer Insurance Associates, LLP PY 2023 · 401(k)

Trimble-Batjer 401(k) Employee Savings Plan · $2M · 28 · 32nd

  • IND $2M
  • EOY 28
  • 5500 32nd
  • ASSETS 401(k)
  • PCT near Goldman Environmental Consultants, Inc. 401(k) Plan
  • EIN ind #1947

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 →

Trimble-Batjer 401(k) Employee Savings Plan in the asset neighbourhood

Trimble-Batjer 401(k) Employee Savings PlanTrimble-Batjer 401(k) Employ…$2MGoldman Environmental Consultants, Inc. 401(k) PlanGoldman Environmental Consul…$2M401(k) Profit Sharing Plan for Employees of City Lumber, Inc.401(k) Profit Sharing Plan f…$2MPella-Vinyl Portland Operations 401(k) PlanPella-Vinyl Portland Operati…$2MPoppelmann Plastics USA, LLC 401(k) Profit Sharing PlanPoppelmann Plastics USA, LLC…$2M
End-of-year total assets ($M) among Trimble-Batjer 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trimble-Batjer Insurance Associates, LLP years around the 2023 move

Sponsor-wide plan assets over time

All Trimble-Batjer Insurance Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $1.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 33 $2M
2023 1 28 $2M
2024 1 29 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$393K
Employer EIN751329947
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Trimble-Batjer 401(k) Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Trimble-Batjer 401(k) Employee Savings Plan, Total assets ($B): 0.002295986 · Participants: 28Trimble-Batjer 401(k) Employee Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Trimble-Batjer 401(k) Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Trimble-Batjer 401(k) Employee Savings Plan side-by-side with 3 peers →

Trimble-Batjer 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Goldman Environmental Consultants, Inc. 401(k) Plan in MA ($2M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Trimble-Batjer 401(k) Employee Savings Plan assets move in 2023? ▼
Trimble-Batjer 401(k) Employee Savings Plan grew sharply - up 20.7% during 2023, from $2M to $2M. Reported net income was $393K.
Which 401(k) plans are similar in size to Trimble-Batjer 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldman Environmental Consultants, Inc. 401(k) Plan in MA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Trimble-Batjer 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 751329947.

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.