401(k) · DOL Form 5500 · 2023

Trend Micro, Incorporated 401(k) Plan

Data updated 2026-08-11

$199M
Total assets
1,171
Participants
95th
Percentile by assets
$170,272
Avg per participant
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Official DOL plan name: Trend Micro, Incorporated 401(k) Retirement Plan · Sponsored by Trend Micro, Incorporated · Texas · Professional & Technical Services

$199M in assets, 1,171 participants

Trend Micro, Incorporated's Trend Micro, Incorporated 401(k) Retirement Plan reported $199M in total assets and 1,171 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #19,501 in Professional & Technical Services (20,321 peers)

Where Trend Micro, Incorporated 401(k) Retirement Plan sits by assets

Trend Micro, Incorporated 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $199M for 1,171 participants (~$170,272/participant), up 25.1% in 2023.

$199M
total plan assets (2023 EOY)
1,171
covered participants
95th
percentile by assets (of 127,072 plans)
$170,272
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trend Micro, Incorporated 401(k) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Trend Micro, Incorporated 401(k) Retirement Plan end-of-year assets rose from $159M in the plan year 2022 filing to $199M in the plan year 2023 filing.
  • Trend Micro, Incorporated 401(k) Retirement Plan reported participants rose from 1,084 in the plan year 2022 filing to 1,171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Trend Micro, Incorporated 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Trend Micro, Incorporated 401(k) Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$199M
Net Income$40M
Employer EIN770391563
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trend Micro, Incorporated)

$140M$160M$180M$200M$220M$240M 202220232024 $159M $223M ▲ +39.8%
Total plan assets by year, all Trend Micro, Incorporated plans on file
Year Plans Participants Total Assets
2022 1 1,084 $159M
2023 1 1,171 $199M
2024 1 1,121 $223M

Nearby 401(k) Plans in Texas

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

Trend Micro, Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Trend Micro, Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Trend Micro, Incorpo…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Trend Micro, Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trend Micro, Incorporated 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Trend Micro, Incorporated 401(k) Retirement Plan assets move in 2023?
Trend Micro, Incorporated 401(k) Retirement Plan grew sharply - up 25.1% during 2023, from $159M to $199M. Reported net income was $40M.
How have Trend Micro, Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Trend Micro, Incorporated's sponsor-wide assets grew 39.8%, from $159M to $223M.
Where does Trend Micro, Incorporated 401(k) Retirement Plan rank by assets among Form 5500 filers?
Trend Micro, Incorporated 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Trend Micro, Incorporated 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Archer & Greiner, P.C. Cash or Deferred Profit Sharing Plan in NJ ($199M, 304 participants).

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