401(k) · DOL Form 5500 · 2023
Trend Micro, Incorporated 401(k) Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 1,171
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $170,272
- Avg per participant Above avg balance/head
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.
- #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.
- #19,501
- in Professional & Technical Services (20,321 peers)
- +25.1%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Trend Micro, Incorporated 401(k) Retirement Plan's outsized position by total assets
Trend Micro, Incorporated 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$199,388,290 Top 5% higher than 95% 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
Trend Micro, Incorporated 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trend Micro, Incorporated 401(k) Retirement Plan lands in the large band (1,171 participants).
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.
DOL schedule card
Filing strip 770391563 · Trend Micro, Incorporated PY 2023 · 401(k)
Trend Micro, Incorporated 401(k) Retirement Plan · $199M · 1,171 · 95th
- RANK $199M
- RANK 1,171
- RANK 95th
- RANK 401(k)
- RANK near Archer & Greiner, P.C. Cash or Deferred Profit Sharing Plan
- RANK ind #19501
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 Texas →
Trend Micro, Incorporated 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | $40M |
| Employer EIN | 770391563 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trend Micro, Incorporated)
Sponsor-wide plan assets over time
All Trend Micro, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $223M 39.81505746963978% vs 2022
- 2024 filing year
| 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.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Trend Micro, Incorporated 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Archer & Greiner, P.C. Cash or Deferred Profit Sharing Plan in NJ ($199M); by covered participants it is Humana Puerto Rico Retirement Savings Plan in KY (1,171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- Archer & Greiner, P.C. Cash or Deferred Profit Sharing Plan (NJ) $199M · 304
- Creative Planning Companies Employer Retirement Contribution Plan (KS) $199M · 1,416
- Uwh of the Carolinas, PLLC 401(k) Retirement Plan (FL) $199M · 1,124
- The Np-USA Group Retirement Plan (CA) $199M · 2,205
Similar participant headcount
Nearest other-state filings by covered participants (1,171 participants); asset peers above are excluded.
- Humana Puerto Rico Retirement Savings Plan (KY) 1,171 · 0 off
- Universal Property & Casualty 401(k) Profit Sharing Plan (FL) 1,171 · 0 off
- Solutions 401(k) Plan (CO) 1,171 · 0 off
- Lendingtree, Inc. 401(k) Retirement Savings Plan (NC) 1,171 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.