401(k) · DOL Form 5500 · 2023

Trinity Hawk Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Trinity Hawk 401(k) · Sponsored by Trinity Hawk Investments, Inc. · Texas · Professional & Technical Services

$1M in assets, 1 participants

Trinity Hawk Investments, Inc.'s Trinity Hawk 401(k) reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,215 in Professional & Technical Services (20,321 peers)

Trinity Hawk Investments, Inc. multi-year trail

Trinity Hawk Investments, Inc.'s plans moved -71.4% in assets from 2022 to 2024; this filing shows Trinity Hawk 401(k) at $1M / 1 participant.

#4,215
in Professional & Technical Services (20,321 peers)
-69.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Hawk 401(k) among the smaller filed plans by assets

Trinity Hawk 401(k) vs every filed plan by assets

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

$1,211,781 25th percentile higher than 25% 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

Trinity Hawk 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Hawk 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Hawk 401(k) reported net income fell from $3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Trinity Hawk 401(k) end-of-year assets fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830634152 · Trinity Hawk Investments, Inc. PY 2023 · 401(k)

Trinity Hawk 401(k) · $1M · 1 · 25th

  • RANK $1M
  • RANK 1
  • RANK 25th
  • RANK 401(k)
  • RANK near Sds Cares Inc 401(k) Profit Sharing Plan
  • RANK ind #4215

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 →

Trinity Hawk 401(k) in the asset neighbourhood

Trinity Hawk 401(k)$1MSds Cares Inc 401(k) Profit Sharing PlanSds Cares Inc 401(k) Profit …$1MGfm 401(k) Plan$1MSteven T. Wittmer, PA 401(k) Profit Sharing PlanSteven T. Wittmer, PA 401(k)…$1MJohn B Lee Md Inc Solo 401(k)$1M
End-of-year total assets ($M) among Trinity Hawk 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trinity Hawk Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trinity Hawk Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 71.44421738757086% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $4.03M $1.15M ▼ -71.5%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $1M
2024 1 1 $1M

Trinity Hawk Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income-$3M
Employer EIN830634152
Plan Effective Date2018-05-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Trinity Hawk 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Trinity Hawk 401(k), Total assets ($B): 0.001211781 · Participants: 1Trinity Hawk 401(k)AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Trinity Hawk 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Trinity Hawk 401(k) side-by-side with 3 peers →

Trinity Hawk 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sds Cares Inc 401(k) Profit Sharing Plan in PA ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Trinity Hawk 401(k) assets move in 2023? ▼
Trinity Hawk 401(k) contracted severely - down 69.9% during 2023, from $4M to $1M. Reported net income was -$3M.
How have Trinity Hawk Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Hawk Investments, Inc.'s sponsor-wide assets declined 71.4%, from $4M to $1M.
Where does Trinity Hawk 401(k) rank by assets among Form 5500 filers? ▼
Trinity Hawk 401(k) ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Trinity Hawk 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Sds Cares Inc 401(k) Profit Sharing Plan in PA ($1M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Hawk 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 830634152.

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.