401(k) · DOL Form 5500 · 2023
Trio Legacy Partners Corporation 401(k) Plan
Data updated 2026-08-25
- $121K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $60,493
- Avg per participant Low balance/head
Official DOL plan name: Trio Legacy Partners Retirement Plan · Sponsored by Trio Legacy Partners Corporation · New Jersey · Real Estate
$121K in assets, 2 participants
Trio Legacy Partners Corporation's Trio Legacy Partners Retirement Plan reported $121K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #496 in Real Estate (4,727 peers)
What the 2023 filing shows
Trio Legacy Partners Retirement Plan holds $121K for 2 participants - about $60,493 per participant, among the smaller plans by assets on file.
- #496
- in Real Estate (4,727 peers)
- +0.0%
- assets growth YoY
Trio Legacy Partners Retirement Plan among the smaller filed plans by assets
Trio Legacy Partners Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,986 7th percentile higher than 7% 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
Trio Legacy Partners Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trio Legacy Partners Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trio Legacy Partners Retirement Plan reported net income rose from $2 in the plan year 2022 filing to $6 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 844139389 · Trio Legacy Partners Corporation PY 2023 · 401(k)
Trio Legacy Partners Retirement Plan · $121K · 2 · 7th
- EIN $121K
- EIN 2
- EIN 7th
- EIN 401(k)
- EIN near Substantial Water 401(k)
- EIN ind #496
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 Real Estate retirement plans → · Plans in New Jersey →
Trio Legacy Partners Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $121K |
|---|---|
| Net Assets (End of Year) | $121K |
| Net Income | $6 |
| Employer EIN | 844139389 |
| Plan Effective Date | 2020-01-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trio Legacy Partners Corporation)
Sponsor-wide plan assets over time
All Trio Legacy Partners Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $121K 0.009092411968920482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $121K |
| 2023 | 1 | 2 | $121K |
| 2024 | 1 | 2 | $121K |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Trio Legacy Partners Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Substantial Water 401(k) in PA ($121K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121K here).
- Substantial Water 401(k) (PA) $121K · 2
- Thru Flo Endovascular 401(k) Plan (CA) $121K · 1
- Ffp Corporation 401(k) Plan (OH) $121K · 2
- Lc Mcmasters, Inc. 401(k) Profit Sharing Plan (TX) $121K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.