401(k) · DOL Form 5500 · 2023
Trusted Concepts, Inc. 401(k) Plan
Data updated 2026-08-25
- $120K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $60,171
- Avg per participant Low balance/head
Official DOL plan name: Trusted Concepts Retirement Plan · Sponsored by Trusted Concepts, Inc. · Texas · Manufacturing
$120K in assets, 2 participants
Trusted Concepts, Inc.'s Trusted Concepts Retirement Plan reported $120K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #538 in Manufacturing (18,722 peers)
2023 asset change
Trusted Concepts Retirement Plan pulled back noticeably 9.8% in 2023 ($133K → $120K) for 2 participants.
- #538
- in Manufacturing (18,722 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trusted Concepts Retirement Plan among the smaller filed plans by assets
Trusted Concepts Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,341 7th percentile higher than 7% 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
Trusted Concepts Retirement 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. Trusted Concepts Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trusted Concepts Retirement Plan reported net income rose from -$15K in the plan year 2022 filing to -$13K in the plan year 2023 filing.
- Trusted Concepts Retirement Plan end-of-year assets fell from $133K in the plan year 2022 filing to $120K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 460838604 · Trusted Concepts, Inc. PY 2023 · 401(k)
Trusted Concepts Retirement Plan · $120K · 2 · 7th
- RANK $120K
- PHOTO 2
- IND 7th
- EOY 401(k)
- 5500 near G5020 Retirement Plan
- ASSETS ind #538
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 Manufacturing retirement plans → · Plans in Texas →
Trusted Concepts Retirement Plan in the asset neighbourhood
Trusted Concepts, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Trusted Concepts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $130K 2.3146308362513026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $133K |
| 2023 | 1 | 2 | $120K |
| 2024 | 1 | 2 | $130K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $133K |
|---|---|
| Net Assets (End of Year) | $120K |
| Net Income | -$13K |
| Employer EIN | 460838604 |
| Plan Effective Date | 2012-08-22 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Trusted Concepts Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is G5020 Retirement Plan in CO ($120K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120K here).
- G5020 Retirement Plan (CO) $120K · 2
- Atlanta Drone Retirement Plan (GA) $120K · 1
- Harrolle Holdings Inc. 401(k) Plan (FL) $120K · N/A
- Ready to Rock Inc. 401(k) Plan (CA) $120K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.