401(k) · DOL Form 5500 · 2023

Trumark Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
364
Participants Below avg headcount
82nd
Percentile by assets National rank
$100,595
Avg per participant Below avg balance/head
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Official DOL plan name: Trumark Financial Credit Union Retirement Savings Plan · Sponsored by Trumark Financial Credit Union · Pennsylvania · Finance & Insurance

$37M in assets, 364 participants

Trumark Financial Credit Union's Trumark Financial Credit Union Retirement Savings Plan reported $37M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,423 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Trumark Financial Credit Union Retirement Savings Plan covers 364 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $37M.

#6,423
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trumark Financial Credit Union Retirement Savings Plan's outsized position by total assets

Trumark Financial Credit Union Retirement Savings Plan vs every filed plan by assets

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

$36,616,421 Top 18% higher than 82% 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

Trumark Financial Credit Union Retirement Savings 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. Trumark Financial Credit Union Retirement Savings Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trumark Financial Credit Union Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Trumark Financial Credit Union Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Trumark Financial Credit Union Retirement Savings Plan reported participants rose from 359 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231357086 · Trumark Financial Credit Union PY 2023 · 401(k)

Trumark Financial Credit Union Retirement Savings Plan · $37M · 364 · 82nd

  • VS-ST $37M
  • VS-ST 364
  • VS-ST 82nd
  • VS-ST 401(k)
  • VS-ST near Lfb USA, Inc. 401(k) Plan
  • VS-ST ind #6423

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 Pennsylvania →

Trumark Financial Credit Union Retirement Savings Plan in the asset neighbourhood

Trumark Financial Credit Union Retirement Savings PlanTrumark Financial Credit Uni…$37MLfb USA, Inc. 401(k) Plan$37MBreg, Inc. 401(k) Plan$37MData Systems, Inc. Profit Sharing Plan and TrustData Systems, Inc. Profit Sh…$37MHager Hinge Company Savings Retirement PlanHager Hinge Company Savings …$37M
End-of-year total assets ($M) among Trumark Financial Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN231357086
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trumark Financial Credit Union)

Sponsor-wide plan assets over time

All Trumark Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$43M 39.30274584846644% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.7M $42.7M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 359 $31M
2023 1 364 $37M
2024 1 398 $43M

Nearby 401(k) Plans in Pennsylvania

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

Trumark Financial Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Trumark Financial Credit Union Retirement Savings Plan, Total assets ($B): 0.036616421 · Participants: 364Trumark Financial Credit Union Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Trumark Financial Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Trumark Financial Credit Union Retirement Savings Plan side-by-side with 3 peers →

Trumark Financial Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lfb USA, Inc. 401(k) Plan in MA ($37M); by covered participants it is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Trumark Financial Credit Union Retirement Savings Plan assets move in 2023? ▼
Trumark Financial Credit Union Retirement Savings Plan grew sharply - up 19.4% during 2023, from $31M to $37M. Reported net income was $6M.
How have Trumark Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trumark Financial Credit Union's sponsor-wide assets grew 39.3%, from $31M to $43M.
Where does Trumark Financial Credit Union Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trumark Financial Credit Union Retirement Savings Plan ranks in the 82nd 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 Trumark Financial Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lfb USA, Inc. 401(k) Plan in MA ($37M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Trumark Financial Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants, $2M 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 231357086.

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.