401(k) · DOL Form 5500 · 2023
Tritower Financial Group, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $205,294
- Avg per participant Above avg balance/head
Official DOL plan name: Tritower Financial Group 401(k) Plan · Sponsored by Tritower Financial Group, LLC · Massachusetts · Finance & Insurance
$4M in assets, 20 participants
Tritower Financial Group, LLC's Tritower Financial Group 401(k) Plan reported $4M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,544 in Finance & Insurance (8,869 peers)
Tritower Financial Group, LLC multi-year trail
Tritower Financial Group, LLC's plans moved +10.2% in assets from 2023 to 2024; this filing shows Tritower Financial Group 401(k) Plan at $4M / 20 participants.
- #2,544
- in Finance & Insurance (8,869 peers)
- +37.6%
- assets growth YoY
Tritower Financial Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Tritower Financial Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,105,872 41st percentile higher than 41% 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
Tritower Financial Group 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tritower Financial Group 401(k) Plan is a small filing (20 participants) on this national headcount ladder.
DOL schedule card
Filing strip 455240259 · Tritower Financial Group, LLC PY 2023 · 401(k)
Tritower Financial Group 401(k) Plan · $4M · 20 · 41st
- PCT $4M
- EIN 20
- RANK 41st
- PHOTO 401(k)
- IND near Cohen-Esrey LLC 401(k) Plan
- EOY ind #2544
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Tritower Financial Group 401(k) Plan in the asset neighbourhood
Tritower Financial Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Tritower Financial Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 10.224308015447145% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 20 | $4M |
| 2024 | 1 | 17 | $5M |
Tritower Financial Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 455240259 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Tritower Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Cohen-Esrey LLC 401(k) Plan in KS ($4M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.