401(k) · DOL Form 5500 · 2023

Jcm Trinity Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$533K
Total assets Small plan by assets
9
Participants Small participant base
18th
Percentile by assets National rank
$59,267
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jcm Trinity Holdings Inc. 401(k) Plan · Sponsored by Jcm Trinity Holdings Inc. · Indiana · Administrative & Support Services

$533K in assets, 9 participants

Jcm Trinity Holdings Inc.'s Jcm Trinity Holdings Inc. 401(k) Plan reported $533K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,730 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Jcm Trinity Holdings Inc. 401(k) Plan ranks #1,730 of 4,372 2023 filers by assets (5409% of the sector average)-$533K for 9 participants.

#1,730
in Administrative & Support Services (4,372 peers)
-13.9%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jcm Trinity Holdings Inc. 401(k) Plan among the smaller filed plans by assets

Jcm Trinity Holdings Inc. 401(k) Plan vs every filed plan by assets

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

$533,406 18th percentile higher than 18% 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

Jcm Trinity Holdings Inc. 401(k) 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. Jcm Trinity Holdings Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jcm Trinity Holdings Inc. 401(k) Plan reported net income fell from $67K in the plan year 2022 filing to -$86K in the plan year 2023 filing.
  • Jcm Trinity Holdings Inc. 401(k) Plan reported participants rose from 6 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Jcm Trinity Holdings Inc. 401(k) Plan end-of-year assets fell from $620K in the plan year 2022 filing to $533K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 844269228 · Jcm Trinity Holdings Inc. PY 2023 · 401(k)

Jcm Trinity Holdings Inc. 401(k) Plan · $533K · 9 · 18th

  • SCH $533K
  • EBSA 9
  • PART 18th
  • TYPE 401(k)
  • NET near Ds and L Eckhoff, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1730

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 Administrative & Support Services retirement plans → · Plans in Indiana →

Jcm Trinity Holdings Inc. 401(k) Plan in the asset neighbourhood

Jcm Trinity Holdings Inc. 401(k) PlanJcm Trinity Holdings Inc. 40…$533KDs and L Eckhoff, Inc. 401(k) Profit Sharing PlanDs and L Eckhoff, Inc. 401(k…$533KBrooke R. Snowden, Dds, PC 401(k)Brooke R. Snowden, Dds, PC 4…$533KRed Mill Graphics Inc. 401(k) PlanRed Mill Graphics Inc. 401(k…$533KColorado Beauty, Inc. 401(k) PlanColorado Beauty, Inc. 401(k)…$534K
End-of-year total assets ($M) among Jcm Trinity Holdings Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$620K
Net Assets (End of Year)$533K
Net Income-$86K
Employer EIN844269228
Plan Effective Date2020-01-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Jcm Trinity Holdings Inc.)

Sponsor-wide plan assets over time

All Jcm Trinity Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$424K 31.562459651387993% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.62M $0.42M ▼ -32.3%
Year Plans Participants Total Assets
2022 1 6 $620K
2023 1 9 $533K
2024 1 10 $424K

Nearby 401(k) Plans in Indiana

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

Jcm Trinity Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jcm Trinity Holdings Inc. 401(k) Plan, Total assets ($B): 0.000533406 · Participants: 9Jcm Trinity Holdings Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Jcm Trinity Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Jcm Trinity Holdings Inc. 401(k) Plan side-by-side with 3 peers →

Jcm Trinity Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Ds and L Eckhoff, Inc. 401(k) Profit Sharing Plan in TX ($533K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($533K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Jcm Trinity Holdings Inc. 401(k) Plan assets move in 2023? ▼
Jcm Trinity Holdings Inc. 401(k) Plan pulled back noticeably - down 13.9% during 2023, from $620K to $533K. Reported net income was -$86K.
How have Jcm Trinity Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jcm Trinity Holdings Inc.'s sponsor-wide assets declined 31.6%, from $620K to $424K.
Where does Jcm Trinity Holdings Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jcm Trinity Holdings Inc. 401(k) Plan ranks in the 18th 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 Jcm Trinity Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ds and L Eckhoff, Inc. 401(k) Profit Sharing Plan in TX ($533K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Jcm Trinity Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 844269228.

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.