401(k) · DOL Form 5500 · 2023

Trean Corporation 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
340
Participants Below avg headcount
79th
Percentile by assets National rank
$86,264
Avg per participant Below avg balance/head
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Official DOL plan name: Trean Corporation 401(k) Plan · Sponsored by Trean Corporation · Minnesota · Finance & Insurance

$29M in assets, 340 participants

Trean Corporation's Trean Corporation 401(k) Plan reported $29M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,999 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Trean Corporation 401(k) Plan covers 340 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $29M.

#5,999
in Finance & Insurance (8,869 peers)
+24.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trean Corporation 401(k) Plan's outsized position by total assets

Trean Corporation 401(k) Plan vs every filed plan by assets

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

$29,329,613 Top 21% higher than 79% 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

Trean Corporation 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. Trean Corporation 401(k) Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trean Corporation 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Trean Corporation 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Trean Corporation 401(k) Plan reported participants fell from 354 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411966220 · Trean Corporation PY 2023 · 401(k)

Trean Corporation 401(k) Plan · $29M · 340 · 79th

  • VS-ST $29M
  • BOY 340
  • SCH 79th
  • EBSA 401(k)
  • PART near Golden Hippo Retirement Plan
  • TYPE ind #5999

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Trean Corporation 401(k) Plan in the asset neighbourhood

Trean Corporation 401(k) Plan$29MGolden Hippo Retirement Plan$29MTorti Gallas and Partners, Inc. 401(k) Profit Sharing PlanTorti Gallas and Partners, I…$29MBlue Ridge Beverage Company, Inc. Profit Sharing PlanBlue Ridge Beverage Company,…$29MOllie's Bargain Outlet, Inc. 401(k) Retirement PlanOllie's Bargain Outlet, Inc.…$29M
End-of-year total assets ($M) among Trean Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN411966220
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trean Corporation)

Sponsor-wide plan assets over time

All Trean Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.612408221696604% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $30.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 354 $24M
2023 1 340 $29M
2024 1 321 $30M

Nearby 401(k) Plans in Minnesota

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

Trean Corporation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Trean Corporation 401(k) Plan, Total assets ($B): 0.029329613 · Participants: 340Trean Corporation 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Trean Corporation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Trean Corporation 401(k) Plan side-by-side with 3 peers →

Trean Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Golden Hippo Retirement Plan in CA ($29M); by covered participants it is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Trean Corporation 401(k) Plan assets move in 2023? ▼
Trean Corporation 401(k) Plan grew sharply - up 24.7% during 2023, from $24M to $29M. Reported net income was $6M.
How have Trean Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trean Corporation's sponsor-wide assets grew 28.6%, from $24M to $30M.
Where does Trean Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Trean Corporation 401(k) Plan ranks in the 79th 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 Trean Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Hippo Retirement Plan in CA ($29M, 1,008 participants).
Which 401(k) plans cover a similar participant headcount to Trean Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants, $32M 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 411966220.

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.