401(k) · DOL Form 5500 · 2023

Trusted Doctors LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
423
Participants Below avg headcount
85th
Percentile by assets National rank
$109,976
Avg per participant Below avg balance/head
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Official DOL plan name: Trusted Doctors LLC 401(k) Plan · Sponsored by Trusted Doctors LLC · Virginia · Healthcare & Social Assistance

$47M in assets, 423 participants

Trusted Doctors LLC's Trusted Doctors LLC 401(k) Plan reported $47M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,392 in Healthcare & Social Assistance (17,684 peers)

Where Trusted Doctors LLC 401(k) Plan sits by assets

Trusted Doctors LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 423 participants (~$109,976/participant), up 39.9% in 2023.

#15,392
in Healthcare & Social Assistance (17,684 peers)
+39.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Trusted Doctors LLC 401(k) Plan's outsized position by total assets

Trusted Doctors LLC 401(k) Plan vs every filed plan by assets

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

$46,519,834 Top 15% higher than 85% 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

Trusted Doctors LLC 401(k) 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. Trusted Doctors LLC 401(k) Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trusted Doctors LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Trusted Doctors LLC 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Trusted Doctors LLC 401(k) Plan reported participants rose from 364 in the plan year 2022 filing to 423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540967672 · Trusted Doctors LLC PY 2023 · 401(k)

Trusted Doctors LLC 401(k) Plan · $47M · 423 · 85th

  • EBSA $47M
  • EBSA 423
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near The Moore Company Retirement Security Plan
  • EBSA ind #15392

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Trusted Doctors LLC 401(k) Plan in the asset neighbourhood

Trusted Doctors LLC 401(k) PlanTrusted Doctors LLC 401(k) P…$47MThe Moore Company Retirement Security PlanThe Moore Company Retirement…$47MAaa Western and Central New York , Inc. 401(k) Retirement PlanAaa Western and Central New …$47MKitware 401(k) Plan$47MMarket America, Inc. 401(k) Profit Sharing PlanMarket America, Inc. 401(k) …$47M
End-of-year total assets ($M) among Trusted Doctors LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$47M
Net Income$13M
Employer EIN540967672
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trusted Doctors LLC)

Sponsor-wide plan assets over time

All Trusted Doctors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 88.09480513977857% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.3M $62.6M ▲ +88.1%
Year Plans Participants Total Assets
2022 1 364 $33M
2023 1 423 $47M
2024 1 595 $63M

Nearby 401(k) Plans in Virginia

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

Trusted Doctors LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Trusted Doctors LLC 401(k) Plan, Total assets ($B): 0.046519834 · Participants: 423Trusted Doctors LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Trusted Doctors LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Trusted Doctors LLC 401(k) Plan side-by-side with 3 peers →

Trusted Doctors LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Moore Company Retirement Security Plan in RI ($47M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Trusted Doctors LLC 401(k) Plan assets move in 2023? ▼
Trusted Doctors LLC 401(k) Plan surged - up 39.9% during 2023, from $33M to $47M. Reported net income was $13M.
How have Trusted Doctors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trusted Doctors LLC's sponsor-wide assets grew 88.1%, from $33M to $63M.
Where does Trusted Doctors LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Trusted Doctors LLC 401(k) Plan ranks in the 85th 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 Trusted Doctors LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Moore Company Retirement Security Plan in RI ($47M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Trusted Doctors LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 540967672.

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.