401(k) · DOL Form 5500 · 2023

Trimark Erf Holdings, LLC. 401(k) Plan

Data updated 2026-08-25

$221M
Total assets Near avg plan size
3,007
Participants Above avg headcount
95th
Percentile by assets National rank
$73,579
Avg per participant Below avg balance/head
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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.

  • #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.

#6,079
in Wholesale Trade (6,309 peers)
+18.2%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Trimark Retirement Savings Plan's outsized position by total assets

Trimark Retirement Savings Plan vs every filed plan by assets

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

$221,251,954 Top 5% higher than 95% 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

Trimark Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trimark Retirement Savings Plan lands in the large band (3,007 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320240384 · Trimark Erf Holdings, LLC. PY 2023 · 401(k)

Trimark Retirement Savings Plan · $221M · 3,007 · 95th

  • PCT $221M
  • EIN 3,007
  • RANK 95th
  • PHOTO 401(k)
  • IND near Mngi Digestive Health, P.a. Retirement Plan
  • EOY ind #6079

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Trimark Retirement Savings Plan in the asset neighbourhood

Resideo Technologies, Inc. 401(k) PlanResideo Technologies, Inc. 4…$221MRetirement Plan of the IBEW Local 76 Retirement TrustRetirement Plan of the IBEW …$221MZiff Davis, Inc. Retirement Savings PlanZiff Davis, Inc. Retirement …$221MTrimark Retirement Savings PlanTrimark Retirement Savings P…$221MMngi Digestive Health, P.a. Retirement PlanMngi Digestive Health, P.a. …$221M
End-of-year total assets ($M) among Trimark Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$221M
Net Income$34M
Employer EIN320240384
Plan Effective Date1964-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Trimark Erf Holdings, LLC.)

Sponsor-wide plan assets over time

All Trimark Erf Holdings, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$245M 31.095320311414593% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $187M $245M ▲ +31.1%
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 Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Trimark Retirement Savings Plan, Total assets ($B): 0.221251954 · Participants: 3007Trimark Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Trimark Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Trimark Retirement Savings Plan side-by-side with 3 peers →

Trimark Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mngi Digestive Health, P.a. Retirement Plan in MN ($221M); by covered participants it is Securian Financial Group, Inc. Performance Share Plan in MN (3,008 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($221M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,007 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 Trimark Retirement Savings Plan assets move in 2023? ▼
Trimark Retirement Savings Plan grew sharply - up 18.2% during 2023, from $187M to $221M. Reported net income was $34M.
How have Trimark Erf Holdings, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trimark Erf Holdings, LLC.'s sponsor-wide assets grew 31.1%, from $187M to $245M.
Where does Trimark Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trimark Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Trimark Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mngi Digestive Health, P.a. Retirement Plan in MN ($221M, 788 participants).
Which 401(k) plans cover a similar participant headcount to Trimark Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Securian Financial Group, Inc. Performance Share Plan in MN (3,008 participants, $916M 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 320240384.

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.