Money Purchase · DOL Form 5500 · 2023

Triformis Inc. Money Purchase Plan

Data updated 2026-08-25

$707K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$141,484
Avg per participant Near avg balance/head
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Official DOL plan name: Triformis Inc. Money Purchase Pension Plan · Sponsored by Triformis Inc. · Texas · Other Services

$707K in assets, 5 participants

Triformis Inc.'s Triformis Inc. Money Purchase Pension Plan reported $707K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,426 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Triformis Inc. Money Purchase Pension Plan ranks #3,426 of 7,857 2023 filers by assets (2837% of the sector average)-$707K for 5 participants.

#3,426
in Other Services (7,857 peers)
+19.9%
assets growth YoY

Triformis Inc. Money Purchase Pension Plan among the smaller filed plans by assets

Triformis Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$707,419 21st percentile higher than 21% 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

Triformis Inc. Money Purchase Pension 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. Triformis Inc. Money Purchase Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Triformis Inc. Money Purchase Pension Plan reported net income rose from -$90K in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Triformis Inc. Money Purchase Pension Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Triformis Inc. Money Purchase Pension Plan end-of-year assets rose from $590K in the plan year 2022 filing to $707K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760553268 · Triformis Inc. PY 2023 · Money Purchase

Triformis Inc. Money Purchase Pension Plan · $707K · 5 · 21st

  • TYPE $707K
  • NET 5
  • BOOK 21st
  • VS-ST Money Purchase
  • BOY near Cardiovascular Medicine Services, Psc Retirement Plan
  • SCH ind #3426

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 Other Services retirement plans → · Plans in Texas →

Triformis Inc. Money Purchase Pension Plan in the asset neighbourhood

Triformis Inc. Money Purchase Pension PlanTriformis Inc. Money Purchas…$707KCardiovascular Medicine Services, Psc Retirement PlanCardiovascular Medicine Serv…$712KSoutheastern Michigan Chapter, NECA Inc Pension PlanSoutheastern Michigan Chapte…$712KCity of Crescent City Money Purchase Pension Plan and TrustCity of Crescent City Money …$703KSynergy Holding Corp. Retirement PlanSynergy Holding Corp. Retire…$700K
End-of-year total assets ($M) among Triformis Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$590K
Net Assets (End of Year)$707K
Net Income$118K
Employer EIN760553268
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triformis Inc.)

Sponsor-wide plan assets over time

All Triformis Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 50.968613633498016% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.15M $3.24M ▲ +50.7%
Year Plans Participants Total Assets
2022 2 8 $2M
2023 2 10 $3M
2024 2 10 $3M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Triformis Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Triformis Inc. Money Purchase Pension Plan, Total assets ($B): 0.000707419 · Participants: 5Triformis Inc. Money Purchase Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Triformis Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Triformis Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Triformis Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Cardiovascular Medicine Services, Psc Retirement Plan in PR ($712K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Triformis Inc. Money Purchase Pension Plan assets move in 2023? ▼
Triformis Inc. Money Purchase Pension Plan grew sharply - up 19.9% during 2023, from $590K to $707K. Reported net income was $118K.
How have Triformis Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triformis Inc.'s sponsor-wide assets grew 51.0%, from $2M to $3M.
Where does Triformis Inc. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Triformis Inc. Money Purchase Pension Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Triformis Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cardiovascular Medicine Services, Psc Retirement Plan in PR ($712K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Triformis Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 760553268.

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.