401(k) · DOL Form 5500 · 2023

Trust Point Inc 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
135
Participants Small participant base
83rd
Percentile by assets National rank
$286,086
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trust Point Inc 401(k) Profit Sharing Plan · Sponsored by Trust Point Inc · Wisconsin · Finance & Insurance

$39M in assets, 135 participants

Trust Point Inc's Trust Point Inc 401(k) Profit Sharing Plan reported $39M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,506 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Trust Point Inc 401(k) Profit Sharing Plan covers 135 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $39M.

#6,506
in Finance & Insurance (8,869 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trust Point Inc 401(k) Profit Sharing Plan's outsized position by total assets

Trust Point Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,621,612 Top 17% higher than 83% 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 Point 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 Point Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trust Point Inc 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Trust Point Inc 401(k) Profit Sharing Plan reported participants rose from 80 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Trust Point Inc 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390415000 · Trust Point Inc PY 2023 · 401(k)

Trust Point Inc 401(k) Profit Sharing Plan · $39M · 135 · 83rd

  • NET $39M
  • NET 135
  • NET 83rd
  • NET 401(k)
  • NET near Beta Group Inc. 401(k) Profit Sharing Plan & Trust
  • NET ind #6506

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 Wisconsin →

Trust Point Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Container Graphics Corporation Retirement and Savings PlanContainer Graphics Corporati…$39MTrust Point Inc 401(k) Profit Sharing PlanTrust Point Inc 401(k) Profi…$39MBeta Group Inc. 401(k) Profit Sharing Plan & TrustBeta Group Inc. 401(k) Profi…$39MPhe, Inc. Employees 401(k) and Profit Sharing Plan and TrustPhe, Inc. Employees 401(k) a…$39MGreat Point Partners LLC Incentive Savings TrustGreat Point Partners LLC Inc…$39M
End-of-year total assets ($M) among Trust Point Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN390415000
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trust Point Inc)

Sponsor-wide plan assets over time

All Trust Point Inc plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.85975558673649% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.3M $44.9M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 80 $32M
2023 1 135 $39M
2024 1 141 $45M

Nearby 401(k) Plans in Wisconsin

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

Trust Point Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Trust Point Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.038621612 · Participants: 135Trust Point Inc 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Trust Point Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trust Point Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Beta Group Inc. 401(k) Profit Sharing Plan & Trust in RI ($39M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Point Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Trust Point Inc 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2023, from $32M to $39M. Reported net income was $6M.
How have Trust Point Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trust Point Inc's sponsor-wide assets grew 38.9%, from $32M to $45M.
Where does Trust Point Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Trust Point Inc 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trust Point Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beta Group Inc. 401(k) Profit Sharing Plan & Trust in RI ($39M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Trust Point Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 390415000.

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.