401(k) · DOL Form 5500 · 2023
Trinity Consultants, Inc. 401(k) Plan
Data updated 2026-08-25
- $185M
- Total assets Near avg plan size
- 927
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $199,417
- Avg per participant Above avg balance/head
Official DOL plan name: Trinity Consultants, Inc. Capital Accumulation Plan and Trust · Sponsored by Trinity Consultants, Inc. · Texas · Professional & Technical Services
$185M in assets, 927 participants
Trinity Consultants, Inc.'s Trinity Consultants, Inc. Capital Accumulation Plan and Trust reported $185M in total assets and 927 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,428 in Professional & Technical Services (20,321 peers)
Where Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits by assets
Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits in the top 10% of all filed plans by assets, $185M for 927 participants (~$199,417/participant), up 25.1% in 2023.
- #19,428
- in Professional & Technical Services (20,321 peers)
- +25.1%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Trinity Consultants, Inc. Capital Accumulation Plan and Trust's outsized position by total assets
Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$184,859,433 Top 6% higher than 94% 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
Trinity Consultants, Inc. Capital Accumulation Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits mid-pack in the medium band (927 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust reported net income rose from -$29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust reported participants rose from 726 in the plan year 2022 filing to 927 in the plan year 2023 filing.
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust end-of-year assets rose from $148M in the plan year 2022 filing to $185M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 751685884 · Trinity Consultants, Inc. PY 2023 · 401(k)
Trinity Consultants, Inc. Capital Accumulation Plan and Trust · $185M · 927 · 94th
- TYPE $185M
- TYPE 927
- TYPE 94th
- TYPE 401(k)
- TYPE near Ef Education 401(k) Retirement Savings Plan
- TYPE ind #19428
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 Professional & Technical Services retirement plans → · Plans in Texas →
Trinity Consultants, Inc. Capital Accumulation Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $185M |
| Net Income | $37M |
| Employer EIN | 751685884 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Consultants, Inc.)
Sponsor-wide plan assets over time
All Trinity Consultants, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $236M 59.531872918483586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 726 | $148M |
| 2023 | 1 | 927 | $185M |
| 2024 | 1 | 1,265 | $236M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Trinity Consultants, Inc. Capital Accumulation Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ef Education 401(k) Retirement Savings Plan in MA ($185M); by covered participants it is Primark US 401(k) Plan in MA (927 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($185M here).
- Ef Education 401(k) Retirement Savings Plan (MA) $185M · 2,149
- Skechers USA, Inc. 401(k) Profit Sharing Plan (CA) $185M · 8,248
- Lehigh Valley Health Network, Inc. 401(k) Savings Plan (PA) $185M · 2,689
- Red Wing Shoe Company, Inc. 401(k) Profit Sharing Plan (MN) $185M · 2,047
Similar participant headcount
Nearest other-state filings by covered participants (927 participants); asset peers above are excluded.
- Primark US 401(k) Plan (MA) 927 · 0 off
- Greenstate Credit Union 401(k) Retirement Plan (IA) 927 · 0 off
- Marqeta 401(k) Plan (CA) 927 · 0 off
- Bryce Corporation 401(k) Savings and Profit Sharing Plan (TN) 927 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.