401(k) · DOL Form 5500 · 2023
Trimark Erf Holdings, LLC. 401(k) Plan
Data updated 2026-08-11
- $221M
- Total assets
- 3,007
- Participants
- 95th
- Percentile by assets
- $73,579
- Avg per participant
Official DOL plan name: Trimark Retirement Savings Plan · Sponsored by Trimark Erf Holdings, LLC. · Massachusetts · Wholesale Trade
$221M in assets, 3,007 participants
Trimark Erf Holdings, LLC.'s Trimark Retirement Savings Plan reported $221M in total assets and 3,007 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #6,079 in Wholesale Trade (6,309 peers)
Coverage in Massachusetts
Trimark Retirement Savings Plan covers 3,007 participants in Massachusetts, 4.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $221M.
- $221M
- total plan assets (2023 EOY)
- 3,007
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $73,579
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trimark Retirement Savings Plan reported net income rose from -$32M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Trimark Retirement Savings Plan end-of-year assets rose from $187M in the plan year 2022 filing to $221M in the plan year 2023 filing.
- Trimark Retirement Savings Plan reported participants rose from 2,688 in the plan year 2022 filing to 3,007 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Trimark Retirement Savings Plan reports 3,007 participants - 4.6x that state average ($221M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | $34M |
| Employer EIN | 320240384 |
| Plan Effective Date | 1964-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trimark Erf Holdings, LLC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,688 | $187M |
| 2023 | 1 | 3,007 | $221M |
| 2024 | 1 | 3,116 | $245M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Trimark Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trimark Retirement Savings Plan by total assets, not by location.
- Mngi Digestive Health, P.a. Retirement Plan (MN) $221M · 788
- Retirement Plan of the IBEW Local 76 Retirement Trust (WA) $221M · 3,006
- Ziff Davis, Inc. Retirement Savings Plan (NY) $221M · 2,097
- Resideo Technologies, Inc. 401(k) Plan (AZ) $221M · 3,658
Frequently Asked Questions
How did Trimark Retirement Savings Plan assets move in 2023? ▼
How have Trimark Erf Holdings, LLC. plan assets changed over time? ▼
Where does Trimark Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Trimark Retirement Savings Plan? ▼
Next read for Trimark Retirement Savings Plan
Filing takeaways
Ways to act on Trimark Retirement Savings Plan's numbers.
- By total assets, Trimark Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Trimark Erf Holdings, LLC.'s sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Wholesale Trade plans