401(k) · DOL Form 5500 · 2023

Triumph Capital Group 401(k) 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 24th
Percentile by assets National rank

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Official DOL plan name: Triumph Capital Group, Inc. 401 (K) Plan · Sponsored by Triumph Capital Group 401(k) · District of Columbia · Finance & Insurance

$1M in assets, N/A participants

Triumph Capital Group 401(k)'s Triumph Capital Group, Inc. 401 (K) Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#1,377 in Finance & Insurance (8,869 peers)

Triumph Capital Group 401(k) multi-year trail

Triumph Capital Group 401(k)'s plans moved -33.1% in assets from 2022 to 2024; this filing shows Triumph Capital Group, Inc. 401 (K) Plan at $1M / N/A participants.

#1,377
in Finance & Insurance (8,869 peers): -17.0%
assets change YoY

The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Triumph Capital Group, Inc. 401 (K) Plan among the smaller filed plans by assets

Triumph Capital Group, Inc. 401 (K) Plan vs every filed plan by assets

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

$1,042,783 24th percentile higher than 24% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

Triumph Capital Group, Inc. 401 (K) Plan reported net income rose from -$3M in the plan year 2022 filing to -$214K in the plan year 2023 filing.
Triumph Capital Group, Inc. 401 (K) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043081875 · Triumph Capital Group 401(k) PY 2023 · 401(k)

Triumph Capital Group, Inc. 401 (K) Plan · $1M · N/A · 24th

TYPE $1M
NET N/A
BOOK 24th
VS-ST 401(k)
BOY near Wise Investments, LLC Profit Sharing 401(k) Plan
SCH ind #1377

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 District of Columbia →

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

Triumph Capital Group 401(k) multi-year asset trail

Latest sponsor-wide plan assets: $841K 33.062526912830684% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1M
2023	1	N/A	$1M
2024	1	N/A	$841K

Triumph Capital Group 401(k) filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	-$214K
Employer EIN	043081875
Plan Effective Date	1990-03-05
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Triumph Capital Group, Inc. 401 (K) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
Geico 401(k) Savings Plan $5.8B · 39,034
Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
Finra Savings Plus Plan $2.2B · 3,958
Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870

Compare Triumph Capital Group, Inc. 401 (K) Plan side-by-side with 3 peers →

Triumph Capital Group, Inc. 401 (K) Plan's closest out-of-state 401(k) peers by assets

Outside District of Columbia, the nearest 401(k) by end-of-year assets is Wise Investments, LLC Profit Sharing 401(k) Plan in CA at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Wise Investments, LLC Profit Sharing 401(k) Plan (CA) $1M · 3
Natural Essentials, Incorporated 401(k) Plan (OH) $1M · 151
Mbrl Business Inc. Retirement Plan (CO) $1M · 7
Argos Utilities Holdings 401(k) Plan (VA) $1M · 32

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 Triumph Capital Group, Inc. 401 (K) Plan assets move in 2023? ▼

Triumph Capital Group, Inc. 401 (K) Plan declined sharply - down 17.0% during 2023, from $1M to $1M. Reported net income was -$214K.

How have Triumph Capital Group 401(k) plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Triumph Capital Group 401(k)'s sponsor-wide assets declined 33.1%, from $1M to $841K.

Where does Triumph Capital Group, Inc. 401 (K) Plan rank by assets among Form 5500 filers? ▼

Triumph Capital Group, Inc. 401 (K) Plan ranks in the 24th 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 401(k) plans are similar in size to Triumph Capital Group, Inc. 401 (K) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wise Investments, LLC Profit Sharing 401(k) Plan in CA ($1M, 3 participants).

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 043081875.