401(k) · DOL Form 5500 · 2023

Trinity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
725
Participants Near avg headcount
88th
Percentile by assets National rank
$88,076
Avg per participant Below avg balance/head
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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.

  • #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.

#18,111
in Professional & Technical Services (20,321 peers)
+33.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Trinity Partners, LLC 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Trinity Partners, LLC 401(k) Profit Sharing Plan 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 Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (725 participants).

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 →

EBSA filing schedule strip

Filing strip 300284706 · Trinity Partners, LLC PY 2023 · 401(k)

Trinity Partners, LLC 401(k) Profit Sharing Plan · $64M · 725 · 88th

  • ASSETS $64M
  • ASSETS 725
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Adler Pollock & Sheehan P.C. 401(k) Retirement Plan
  • ASSETS ind #18111

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 Massachusetts →

Trinity Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Tri-M Group, L.L.C. 401(k) Savings & Investment PlanThe Tri-M Group, L.L.C. 401(…$64MNorwood Medical Employee Savings Plan and TrustNorwood Medical Employee Sav…$64MTrinity Partners, LLC 401(k) Profit Sharing PlanTrinity Partners, LLC 401(k)…$64MAdler Pollock & Sheehan P.C. 401(k) Retirement PlanAdler Pollock & Sheehan P.C.…$64MMid-Atlantic Nephrology Associates, P.a. 401(k) Profit Sharing PlanMid-Atlantic Nephrology Asso…$64M
End-of-year total assets ($M) among Trinity Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Trinity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 67.12053770704433% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $47.7M $79.7M ▲ +67.1%
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 ($B) Participants Trinity Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.063854917 · Participants: 725Trinity Partners, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
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 Sharing Plan side-by-side with 3 peers →

Trinity Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Adler Pollock & Sheehan P.C. 401(k) Retirement Plan in RI ($64M); by covered participants it is Psi 401(k) Plan in IL (725 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (725 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 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).
Which 401(k) plans cover a similar participant headcount to Trinity Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Psi 401(k) Plan in IL (725 participants, $33M 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 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.