401(k) · DOL Form 5500 · 2023

Trafon Group, Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
192
Participants Below avg headcount
26th
Percentile by assets National rank
$6,892
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trafon Group Retirement Plan · Sponsored by Trafon Group, Inc · Puerto Rico · Professional & Technical Services

$1M in assets, 192 participants

Trafon Group, Inc's Trafon Group Retirement Plan reported $1M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,390 in Professional & Technical Services (20,321 peers)

Coverage in Puerto Rico

Trafon Group Retirement Plan covers 192 participants in Puerto Rico, 2.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $1M.

#4,390
in Professional & Technical Services (20,321 peers)
+30.5%
assets growth YoY

Trafon Group Retirement Plan among the smaller filed plans by assets

Trafon Group Retirement Plan vs every filed plan by assets

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

$1,323,184 26th percentile higher than 26% 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

Trafon Group Retirement 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. Trafon Group Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trafon Group Retirement Plan reported net income rose from $59K in the plan year 2022 filing to $303K in the plan year 2023 filing.
  • Trafon Group Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Trafon Group Retirement Plan reported participants rose from 164 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660564639 · Trafon Group, Inc PY 2023 · 401(k)

Trafon Group Retirement Plan · $1M · 192 · 26th

  • NET $1M
  • NET 192
  • NET 26th
  • NET 401(k)
  • NET near Sivyer Steel Castings LLC Hourly Employees' 401(k) Plan
  • NET ind #4390

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 Puerto Rico →

Trafon Group Retirement Plan in the asset neighbourhood

Trafon Group Retirement Plan$1MSivyer Steel Castings LLC Hourly Employees' 401(k) PlanSivyer Steel Castings LLC Ho…$1M403(b) Thrift Plan for Employees of Griffith Centers, Inc.403(b) Thrift Plan for Emplo…$1MJcb Music, Inc. 401(k) Profit Sharing PlanJcb Music, Inc. 401(k) Profi…$1MPmc Corporation Employees' Profit Sharing and 401(k) PlanPmc Corporation Employees' P…$1M
End-of-year total assets ($M) among Trafon Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$303K
Employer EIN660564639
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trafon Group, Inc)

Sponsor-wide plan assets over time

All Trafon Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.46208545767367% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.01M $1.23M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 164 $1M
2023 1 192 $1M
2024 1 182 $1M

Nearby 401(k) Plans in Puerto Rico

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

Trafon Group Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Trafon Group Retirement Plan, Total assets ($M): 1.323184 · Participants: 192Trafon Group Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Trafon Group Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Trafon Group Retirement Plan side-by-side with 3 peers →

Trafon Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Sivyer Steel Castings LLC Hourly Employees' 401(k) Plan in IA ($1M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Trafon Group Retirement Plan assets move in 2023? ▼
Trafon Group Retirement Plan surged - up 30.5% during 2023, from $1M to $1M. Reported net income was $303K.
How have Trafon Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trafon Group, Inc's sponsor-wide assets grew 21.5%, from $1M to $1M.
Which 401(k) plans are similar in size to Trafon Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sivyer Steel Castings LLC Hourly Employees' 401(k) Plan in IA ($1M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Trafon Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 participants, N/A 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 660564639.

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.