401(k) · DOL Form 5500 · 2023

Trinity Partners, LLC 401(k) Plan

Data updated 2026-08-11

$64M
Total assets
725
Participants
88th
Percentile by assets
$88,076
Avg per participant
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Official DOL plan name: Trinity Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Trinity Partners, LLC · Massachusetts · Professional & Technical Services

$64M in assets, 725 participants

Trinity Partners, LLC's Trinity Partners, LLC 401(k) Profit Sharing Plan reported $64M in total assets and 725 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 127,072 plans)
  • #18,111 in Professional & Technical Services (20,321 peers)

Where Trinity Partners, LLC 401(k) Profit Sharing Plan sits by assets

Trinity Partners, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $64M for 725 participants (~$88,076/participant), up 33.9% in 2023.

$64M
total plan assets (2023 EOY)
725
covered participants
88th
percentile by assets (of 127,072 plans)
$88,076
avg assets per participant

Where Trinity Partners, LLC 401(k) Profit Sharing Plan sits by total assets

Trinity Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$63,854,917 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Partners, LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Trinity Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Trinity Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 602 in the plan year 2022 filing to 725 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Professional & Technical Services

Trinity Partners, LLC 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Trinity Partners, LLC 401(k) Profit Sharing Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$64M
Net Income$16M
Employer EIN300284706
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Partners, LLC)

$40M$50M$60M$70M$80M$90M 202220232024 $47.7M $79.7M ▲ +67.1%
Total plan assets by year, all Trinity Partners, LLC plans on file
Year Plans Participants Total Assets
2022 1 602 $48M
2023 1 725 $64M
2024 1 685 $80M

Nearby 401(k) Plans in Massachusetts

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

Trinity Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Trinity Partners, LL…, Total assets ($B): 0.063854917 · Participants: 725Trinity Partners, LL…Fidelity Retirement …, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Co…Philips North Americ…, Total assets ($B): 5.779286156 · Participants: 19120Philips North Americ…
Trinity Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Trinity Partners, LLC 401(k) Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trinity Partners, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Trinity Partners, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Trinity Partners, LLC 401(k) Profit Sharing Plan surged - up 33.9% during 2023, from $48M to $64M. Reported net income was $16M.
How have Trinity Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Partners, LLC's sponsor-wide assets grew 67.1%, from $48M to $80M.
Where does Trinity Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Trinity Partners, LLC 401(k) Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trinity Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adler Pollock & Sheehan P.C. 401(k) Retirement Plan in RI ($64M, 114 participants).

Next read for Trinity Partners, LLC 401(k) Profit Shar…

Scale reading

Ways to act on Trinity Partners, LLC 401(k) Profit Sharing Plan's numbers.

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 300284706.

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.