401(k) · DOL Form 5500 · 2023

Quest Trust Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 75
Participants Small participant base: 47th
Percentile by assets National rank: $78,515
Avg per participant Below avg balance/head

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Official DOL plan name: Quest IRA Qualified Plan · Sponsored by Quest Trust Company · Texas · Professional & Technical Services

$6M in assets, 75 participants

Quest Trust Company's Quest IRA Qualified Plan reported $6M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#9,280 in Professional & Technical Services (20,321 peers)

Quest Trust Company multi-year trail

Quest Trust Company's plans moved +12.3% in assets from 2022 to 2024; this filing shows Quest IRA Qualified Plan at $6M / 75 participants.

#9,280
in Professional & Technical Services (20,321 peers): +13.3%
assets growth YoY

Quest IRA Qualified Plan's mid-pack asset rank among Professional & Technical Services and all filers

Quest IRA Qualified Plan vs every filed plan by assets

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

$5,888,633 47th percentile higher than 47% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Quest IRA Qualified 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. Quest IRA Qualified Plan is a small filing (75 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Quest IRA Qualified Plan reported net income rose from $38K in the plan year 2022 filing to $693K in the plan year 2023 filing.
Quest IRA Qualified Plan reported participants fell from 91 in the plan year 2022 filing to 75 in the plan year 2023 filing.
Quest IRA Qualified Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 832070897 · Quest Trust Company PY 2023 · 401(k)

Quest IRA Qualified Plan · $6M · 75 · 47th

VS-ST $6M
VS-ST 75
VS-ST 47th
VS-ST 401(k)
VS-ST near Ball Enterprises Inc 401(k) Plan
VS-ST ind #9280

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 Texas →

End-of-year total assets ($M) among Quest IRA Qualified Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Quest Trust Company multi-year asset trail

Latest sponsor-wide plan assets: $6M 12.278227001625213% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	91	$5M
2023	1	75	$6M
2024	1	89	$6M

Quest Trust Company filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$693K
Employer EIN	832070897
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Quest IRA Qualified Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Quest IRA Qualified Plan side-by-side with 3 peers →

Quest IRA Qualified Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ball Enterprises Inc 401(k) Plan in ID ($6M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Ball Enterprises Inc 401(k) Plan (ID) $6M · 724
Hill West Architects LLP 401(k) Profit Sharing Plan & Trust (NY) $6M · 86
Reo Logistics 401(k) Retirement Plan (WV) $6M · 176
Phaidon International 401(k) Plan (NY) $6M · 824

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

Airbiquity 401(k) Plan (WA) 75 · 0 off
Oklahoma Otolaryngology Associates Profit Sharing Plan (OK) 75 · 0 off
Fry-Wagner Company Employees' Savings Plan (KS) 75 · 0 off
Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) 75 · 0 off

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 Quest IRA Qualified Plan assets move in 2023? ▼

Quest IRA Qualified Plan grew at a solid clip - up 13.3% during 2023, from $5M to $6M. Reported net income was $693K.

How have Quest Trust Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Quest Trust Company's sponsor-wide assets grew 12.3%, from $5M to $6M.

Which 401(k) plans are similar in size to Quest IRA Qualified Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ball Enterprises Inc 401(k) Plan in ID ($6M, 724 participants).

Which 401(k) plans cover a similar participant headcount to Quest IRA Qualified Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 832070897.