401(k) · DOL Form 5500 · 2023

Trefratelli, Inc. 401(k) Plan

Data updated 2026-08-25

$175K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$58,208
Avg per participant Low balance/head
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Official DOL plan name: Trefratelli, Inc. 401(k) Profit Sharing Plan · Sponsored by Trefratelli, Inc. · North Carolina · Construction

$175K in assets, 3 participants

Trefratelli, Inc.'s Trefratelli, Inc. 401(k) Profit Sharing Plan reported $175K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #806 in Construction (9,030 peers)

Trefratelli, Inc. multi-year trail

Trefratelli, Inc.'s plans moved -86.2% in assets from 2022 to 2024; this filing shows Trefratelli, Inc. 401(k) Profit Sharing Plan at $175K / 3 participants.

#806
in Construction (9,030 peers)
-83.6%
assets change YoY

The plan reported a net loss of $891K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trefratelli, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Trefratelli, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$174,623 10th percentile higher than 10% 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

Trefratelli, Inc. 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. Trefratelli, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trefratelli, Inc. 401(k) Profit Sharing Plan reported net income fell from $567K in the plan year 2022 filing to -$891K in the plan year 2023 filing.
  • Trefratelli, Inc. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Trefratelli, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $175K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862495322 · Trefratelli, Inc. PY 2023 · 401(k)

Trefratelli, Inc. 401(k) Profit Sharing Plan · $175K · 3 · 10th

  • ASSETS $175K
  • PCT 3
  • EIN 10th
  • RANK 401(k)
  • PHOTO near Stickman Family Enterprise, Inc. 401(k) Profit Sharing Plan
  • IND ind #806

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 Construction retirement plans → · Plans in North Carolina →

Trefratelli, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trefratelli, Inc. 401(k) Profit Sharing PlanTrefratelli, Inc. 401(k) Pro…$175KStickman Family Enterprise, Inc. 401(k) Profit Sharing PlanStickman Family Enterprise, …$175KSouth Texas Pizza Inc 401(k) PlanSouth Texas Pizza Inc 401(k)…$175KThorp Investment Group Inc 401(k) PlanThorp Investment Group Inc 4…$175KAlpharetta Preschool Partners 401(k) Profit Sharing Plan & TrustAlpharetta Preschool Partner…$175K
End-of-year total assets ($M) among Trefratelli, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trefratelli, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trefratelli, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147K 86.15718905017341% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.07M $0.15M ▼ -86.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 3 $175K
2024 1 2 $147K

Trefratelli, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$175K
Net Income-$891K
Employer EIN862495322
Plan Effective Date2021-03-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Trefratelli, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Trefratelli, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000174623 · Participants: 3Trefratelli, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Trefratelli, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Trefratelli, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trefratelli, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Stickman Family Enterprise, Inc. 401(k) Profit Sharing Plan in MO ($175K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Trefratelli, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Trefratelli, Inc. 401(k) Profit Sharing Plan contracted severely - down 83.6% during 2023, from $1M to $175K. Reported net income was -$891K.
How have Trefratelli, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trefratelli, Inc.'s sponsor-wide assets declined 86.2%, from $1M to $147K.
Where does Trefratelli, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Trefratelli, Inc. 401(k) Profit Sharing Plan ranks in the 10th 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 Trefratelli, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stickman Family Enterprise, Inc. 401(k) Profit Sharing Plan in MO ($175K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Trefratelli, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 862495322.

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.