401(k) · DOL Form 5500 · 2023
William a Truban Jr PC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $384,137
- Avg per participant High balance/head
Official DOL plan name: William a Truban Jr PC 401(k) Profit Sharing Plan · Sponsored by William a Truban Jr PC · Virginia · Professional & Technical Services
$2M in assets, 5 participants
William a Truban Jr PC's William a Truban Jr PC 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,241 in Professional & Technical Services (20,321 peers)
2023 asset change
William a Truban Jr PC 401(k) Profit Sharing Plan pulled back noticeably 14.6% in 2023 ($2M → $2M) for 5 participants.
- #5,241
- in Professional & Technical Services (20,321 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $329K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
William a Truban Jr PC 401(k) Profit Sharing Plan among the smaller filed plans by assets
William a Truban Jr PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,920,683 30th percentile higher than 30% 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
William a Truban Jr PC 401(k) Profit Sharing 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. William a Truban Jr PC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William a Truban Jr PC 401(k) Profit Sharing Plan reported net income fell from -$211K in the plan year 2022 filing to -$329K in the plan year 2023 filing.
- William a Truban Jr PC 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 541721424 · William a Truban Jr PC PY 2023 · 401(k)
William a Truban Jr PC 401(k) Profit Sharing Plan · $2M · 5 · 30th
- 5500 $2M
- 5500 5
- 5500 30th
- 5500 401(k)
- 5500 near Er&b Inc. 401(k) Plan
- 5500 ind #5241
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 Virginia →
William a Truban Jr PC 401(k) Profit Sharing Plan in the asset neighbourhood
William a Truban Jr PC years around the 2023 move
Sponsor-wide plan assets over time
All William a Truban Jr PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.8511975340025705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 4 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$329K |
| Employer EIN | 541721424 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
William a Truban Jr PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Er&b Inc. 401(k) Plan in SC ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.