401(k) · DOL Form 5500 · 2023

Trm Mgmt Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trm Management 401(k) Trust · Sponsored by Trm Mgmt Inc · California · Finance & Insurance

$3M in assets, 1 participants

Trm Mgmt Inc's Trm Management 401(k) Trust reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,063 in Finance & Insurance (8,869 peers)

Trm Mgmt Inc multi-year trail

Trm Mgmt Inc's plans moved +20.3% in assets from 2022 to 2024; this filing shows Trm Management 401(k) Trust at $3M / 1 participant.

#2,063
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY

Trm Management 401(k) Trust's mid-pack asset rank among Finance & Insurance and all filers

Trm Management 401(k) Trust vs every filed plan by assets

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

$2,579,182 34th percentile higher than 34% 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

Trm Management 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trm Management 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trm Management 401(k) Trust reported net income rose from -$4M in the plan year 2022 filing to $211K in the plan year 2023 filing.
  • Trm Management 401(k) Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 852813397 · Trm Mgmt Inc PY 2023 · 401(k)

Trm Management 401(k) Trust · $3M · 1 · 34th

  • VS-ST $3M
  • VS-ST 1
  • VS-ST 34th
  • VS-ST 401(k)
  • VS-ST near Project Now, Inc. 401(k) Savings/Retirement Plan
  • VS-ST ind #2063

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 California →

Trm Management 401(k) Trust in the asset neighbourhood

Trm Management 401(k) Trust$3MProject Now, Inc. 401(k) Savings/Retirement PlanProject Now, Inc. 401(k) Sav…$3MIntegrated Home Care Services 401(k) PlanIntegrated Home Care Service…$3MRs Utility Structures Inc. 401(k) PlanRs Utility Structures Inc. 4…$3MYield Solutions Group 401(k) Retirement PlanYield Solutions Group 401(k)…$3M
End-of-year total assets ($M) among Trm Management 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trm Mgmt Inc multi-year asset trail

Sponsor-wide plan assets over time

All Trm Mgmt Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.263177121099567% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.37M $2.85M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

Trm Mgmt Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$211K
Employer EIN852813397
Plan Effective Date2020-09-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Trm Management 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trm Management 401(k) Trust, Total assets ($B): 0.002579182 · Participants: 1Trm Management 401(k) TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Trm Management 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Trm Management 401(k) Trust side-by-side with 3 peers →

Trm Management 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Project Now, Inc. 401(k) Savings/Retirement Plan in IL ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Trm Management 401(k) Trust assets move in 2023? ▼
Trm Management 401(k) Trust grew at a solid clip - up 8.9% during 2023, from $2M to $3M. Reported net income was $211K.
How have Trm Mgmt Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trm Mgmt Inc's sponsor-wide assets grew 20.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Trm Management 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Project Now, Inc. 401(k) Savings/Retirement Plan in IL ($3M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Trm Management 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 852813397.

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.