401(k) · DOL Form 5500 · 2023

Trimont LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
312
Participants Below avg headcount
87th
Percentile by assets National rank
$195,623
Avg per participant Above avg balance/head
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Official DOL plan name: Trimont LLC 401(k) Plan · Sponsored by Trimont LLC · Georgia · Real Estate

$61M in assets, 312 participants

Trimont LLC's Trimont LLC 401(k) Plan reported $61M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,524 in Real Estate (4,727 peers)

Coverage in Georgia

Trimont LLC 401(k) Plan covers 312 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $61M.

#4,524
in Real Estate (4,727 peers)
+13.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$61,034,372 Top 13% higher than 87% 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

Trimont 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. Trimont LLC 401(k) Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trimont LLC 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Trimont LLC 401(k) Plan reported participants rose from 261 in the plan year 2022 filing to 312 in the plan year 2023 filing.
  • Trimont LLC 401(k) Plan end-of-year assets rose from $54M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581524431 · Trimont LLC PY 2023 · 401(k)

Trimont LLC 401(k) Plan · $61M · 312 · 87th

  • BOOK $61M
  • BOOK 312
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Tucker Arensberg, P.C. Retirement Plan
  • BOOK ind #4524

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 Real Estate retirement plans → · Plans in Georgia →

Trimont LLC 401(k) Plan in the asset neighbourhood

Cnc Software, Inc. Profit Sharing PlanCnc Software, Inc. Profit Sh…$61MNiemann Foods, Inc. 401(k) Profit Sharing PlanNiemann Foods, Inc. 401(k) P…$61MLandman Corsi Ballaine & Ford 401(k) Profit Sharing PlanLandman Corsi Ballaine & For…$61MTrimont LLC 401(k) Plan$61MTucker Arensberg, P.C. Retirement PlanTucker Arensberg, P.C. Retir…$61M
End-of-year total assets ($M) among Trimont LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN581524431
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trimont LLC)

Sponsor-wide plan assets over time

All Trimont LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 38.56242297997837% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.8M $74.6M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 261 $54M
2023 1 312 $61M
2024 1 708 $75M

Nearby 401(k) Plans in Georgia

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

Trimont LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Trimont LLC 401(k) Plan, Total assets ($B): 0.061034372 · Participants: 312Trimont LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Trimont LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Outside Georgia, the nearest 401(k) by assets is Tucker Arensberg, P.C. Retirement Plan in PA ($61M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Trimont LLC 401(k) Plan assets move in 2023?
Trimont LLC 401(k) Plan grew at a solid clip - up 13.4% during 2023, from $54M to $61M. Reported net income was $7M.
How have Trimont LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Trimont LLC's sponsor-wide assets grew 38.6%, from $54M to $75M.
Where does Trimont LLC 401(k) Plan rank by assets among Form 5500 filers?
Trimont LLC 401(k) Plan ranks in the 87th 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 Trimont LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tucker Arensberg, P.C. Retirement Plan in PA ($61M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Trimont LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M in assets).