401(k) · DOL Form 5500 · 2023

Trinity Consultants, Inc. 401(k) Plan

Data updated 2026-08-11

$185M
Total assets: 927
Participants: 94th
Percentile by assets: $199,417
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$185M
total plan assets (2023 EOY): 927
covered participants: 94th
percentile by assets (of 127,072 plans): $199,417
avg assets per participant

Where Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits 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 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.

See the national 2022→2023 release diff →

State

Texas

Industry

Professional & Technical Services

Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs the 2023 asset distribution

By assets, Trinity Consultants, Inc. Capital Accumulation Plan and Trust outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Trinity Consultants, Inc. plans on file

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.

Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Trinity Consultants, Inc. Capital Accumu… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trinity Consultants, Inc. Capital Accumulation Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Trinity Consultants, Inc. Capital Accumulation Plan and Trust assets move in 2023? ▼

Trinity Consultants, Inc. Capital Accumulation Plan and Trust grew sharply - up 25.1% during 2023, from $148M to $185M. Reported net income was $37M.

How have Trinity Consultants, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trinity Consultants, Inc.'s sponsor-wide assets grew 59.5%, from $148M to $236M.

Where does Trinity Consultants, Inc. Capital Accumulation Plan and Trust rank by assets among Form 5500 filers? ▼

Trinity Consultants, Inc. Capital Accumulation Plan and Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Trinity Consultants, Inc. Capital Accumulation Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Ef Education 401(k) Retirement Savings Plan in MA ($185M, 2,149 participants).

Next read for Trinity Consultants, Inc. Capital Accumu…

Scale reading

Ways to act on Trinity Consultants, Inc. Capital Accumulation Plan and Trust's numbers.

By total assets, Trinity Consultants, Inc. Capital Accumulation Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Trinity Consultants, Inc.'s sponsor-wide assets have grown 59.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 751685884.