401(k) · DOL Form 5500 · 2023

Trimaran Fund Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
47th
Percentile by assets National rank
$735,546
Avg per participant High balance/head
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Official DOL plan name: Trimaran Capital Partners 401(k) Plan · Sponsored by Trimaran Fund Management, LLC · New York · Finance & Insurance

$6M in assets, 8 participants

Trimaran Fund Management, LLC's Trimaran Capital Partners 401(k) Plan reported $6M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,009 in Finance & Insurance (8,869 peers)

Trimaran Fund Management, LLC multi-year trail

Trimaran Fund Management, LLC's plans moved -23.7% in assets from 2022 to 2024; this filing shows Trimaran Capital Partners 401(k) Plan at $6M / 8 participants.

#3,009
in Finance & Insurance (8,869 peers)
+10.0%
assets growth YoY

Trimaran Capital Partners 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Trimaran Capital Partners 401(k) Plan vs every filed plan by assets

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

$5,884,365 47th percentile higher than 47% 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

Trimaran Capital Partners 401(k) 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. Trimaran Capital Partners 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trimaran Capital Partners 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $535K in the plan year 2023 filing.
  • Trimaran Capital Partners 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522189505 · Trimaran Fund Management, LLC PY 2023 · 401(k)

Trimaran Capital Partners 401(k) Plan · $6M · 8 · 47th

  • IND $6M
  • EOY 8
  • 5500 47th
  • ASSETS 401(k)
  • PCT near Dji Technology Inc 401(k) Profit Sharing Plan & Trust
  • EIN ind #3009

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 New York →

Trimaran Capital Partners 401(k) Plan in the asset neighbourhood

Fsastore, Inc. 401(k) Plan$6MTrimaran Capital Partners 401(k) PlanTrimaran Capital Partners 40…$6MDji Technology Inc 401(k) Profit Sharing Plan & TrustDji Technology Inc 401(k) Pr…$6MFood Bank of the Rockies Retirement Savings PlanFood Bank of the Rockies Ret…$6MBest Friends Pet Care, Inc. 401(k) Retirement PlanBest Friends Pet Care, Inc. …$6M
End-of-year total assets ($M) among Trimaran Capital Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trimaran Fund Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trimaran Fund Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.710049436943738% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $5.35M $4.08M ▼ -23.7%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $6M
2024 1 6 $4M

Trimaran Fund Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$535K
Employer EIN522189505
Plan Effective Date2005-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Trimaran Capital Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trimaran Capital Partners 401(k) Plan, Total assets ($B): 0.005884365 · Participants: 8Trimaran Capital Partners 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Trimaran Capital Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Trimaran Capital Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dji Technology Inc 401(k) Profit Sharing Plan & Trust in CA ($6M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Trimaran Capital Partners 401(k) Plan assets move in 2023?
Trimaran Capital Partners 401(k) Plan grew at a solid clip - up 10.0% during 2023, from $5M to $6M. Reported net income was $535K.
How have Trimaran Fund Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Trimaran Fund Management, LLC's sponsor-wide assets declined 23.7%, from $5M to $4M.
Which 401(k) plans are similar in size to Trimaran Capital Partners 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dji Technology Inc 401(k) Profit Sharing Plan & Trust in CA ($6M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Trimaran Capital Partners 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).