401(k) · DOL Form 5500 · 2023
Training and Research Foundation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $75,216
- Avg per participant Below avg balance/head
Official DOL plan name: Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) · Sponsored by Training and Research Foundation · California · Educational Services
$3M in assets, 34 participants
Training and Research Foundation's Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) reported $3M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #815 in Educational Services (3,735 peers)
What the 2023 filing shows
Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) holds $3M for 34 participants - about $75,216 per participant, in the lower half of filed plans by assets.
- #815
- in Educational Services (3,735 peers)
- +3.6%
- assets growth YoY
Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) among the smaller filed plans by assets
Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,557,358 33rd percentile higher than 33% 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
Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) reported participants rose from 3 in the plan year 2022 filing to 34 in the plan year 2023 filing.
- Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) reported net income rose from -$719K in the plan year 2022 filing to $89K in the plan year 2023 filing.
- Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952958220 · Training and Research Foundation PY 2023 · 401(k)
Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) · $3M · 34 · 33rd
- BOY $3M
- SCH 34
- EBSA 33rd
- PART 401(k)
- TYPE near Paulaz Enterprises Inc. Retirement Plan
- NET ind #815
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 Educational Services retirement plans → · Plans in California →
Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $89K |
| Employer EIN | 952958220 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Training and Research Foundation)
Sponsor-wide plan assets over time
All Training and Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 3.5861218078412262% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 34 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Paulaz Enterprises Inc. Retirement Plan in FL ($3M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.