401(k) · DOL Form 5500 · 2023

Triformis Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 5
Participants Small participant base: 30th
Percentile by assets National rank: $391,464
Avg per participant High balance/head

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Official DOL plan name: Triformis Inc. 401(k) Plan · Sponsored by Triformis Inc. · Texas · Other Services

$2M in assets, 5 participants

Triformis Inc.'s Triformis Inc. 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#4,331 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Triformis Inc. 401(k) Plan ranks #4,331 of 7,857 2023 filers by assets (1025% of the sector average)-$2M for 5 participants.

#4,331
in Other Services (7,857 peers): +25.5%
assets growth YoY

Triformis Inc. 401(k) Plan among the smaller filed plans by assets

Triformis Inc. 401(k) Plan vs every filed plan by assets

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

$1,957,322 30th percentile higher than 30% 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

Triformis Inc. 401(k) 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. 401(k) Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Triformis Inc. 401(k) Plan reported net income rose from -$243K in the plan year 2022 filing to $398K in the plan year 2023 filing.
Triformis Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Triformis Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760553268 · Triformis Inc. PY 2023 · 401(k)

Triformis Inc. 401(k) Plan · $2M · 5 · 30th

PART $2M
TYPE 5
NET 30th
BOOK 401(k)
VS-ST near Lakeview Orthodontics, P.C. Profit Sharing Plan
BOY ind #4331

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 →

End-of-year total assets ($M) among Triformis Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$398K
Employer EIN	760553268
Plan Effective Date	1997-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Triformis Inc.)

Latest sponsor-wide plan assets: $3M 50.968613633498016% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	8	$2M
2023	2	10	$3M
2024	2	10	$3M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Triformis Inc. 401(k) Plan 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 Triformis Inc. 401(k) Plan side-by-side with 3 peers →

Triformis Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lakeview Orthodontics, P.C. Profit Sharing Plan in AL ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Lakeview Orthodontics, P.C. Profit Sharing Plan (AL) $2M · 18
Smart Ims 401(k) Plan (NJ) $2M · 193
Associates in Gastroenterology, PC Safe Harbor 401(k) Plan (AL) $2M · 9
Luamben Green Service Corp. 401(k) Plan (WI) $2M · 18

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

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. 401(k) Plan assets move in 2023? ▼

Triformis Inc. 401(k) Plan grew sharply - up 25.5% during 2023, from $2M to $2M. Reported net income was $398K.

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.

Which 401(k) plans are similar in size to Triformis Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lakeview Orthodontics, P.C. Profit Sharing Plan in AL ($2M, 18 participants).

Which 401(k) plans cover a similar participant headcount to Triformis Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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.