401(k) · DOL Form 5500 · 2023

Timothy J. Trager, a Sole Proprietorship 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$858,868
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Timothy J. Trager, Asp 401(k) Profit Sharing Plan · Sponsored by Timothy J. Trager, a Sole Proprietorship · California · Professional & Technical Services

$2M in assets, 2 participants

Timothy J. Trager, a Sole Proprietorship's Timothy J. Trager, Asp 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,942 in Professional & Technical Services (20,321 peers)

Timothy J. Trager, a Sole Proprietorship multi-year trail

Timothy J. Trager, a Sole Proprietorship's plans moved +15.6% in assets from 2022 to 2024; this filing shows Timothy J. Trager, Asp 401(k) Profit Sharing Plan at $2M / 2 participants.

#4,942
in Professional & Technical Services (20,321 peers)
+7.5%
assets growth YoY

Timothy J. Trager, Asp 401(k) Profit Sharing Plan among the smaller filed plans by assets

Timothy J. Trager, Asp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,717,735 29th percentile higher than 29% 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

Timothy J. Trager, Asp 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Timothy J. Trager, Asp 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Timothy J. Trager, Asp 401(k) Profit Sharing Plan reported net income rose from -$218K in the plan year 2022 filing to $120K in the plan year 2023 filing.
  • Timothy J. Trager, Asp 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 812953900 · Timothy J. Trager, a Sole Proprietorship PY 2023 · 401(k)

Timothy J. Trager, Asp 401(k) Profit Sharing Plan · $2M · 2 · 29th

  • SCH $2M
  • EBSA 2
  • PART 29th
  • TYPE 401(k)
  • NET near Big Blue Marble 401(k) Retirement Plan
  • BOOK ind #4942

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 California →

Timothy J. Trager, Asp 401(k) Profit Sharing Plan in the asset neighbourhood

Timothy J. Trager, Asp 401(k) Profit Sharing PlanTimothy J. Trager, Asp 401(k…$2MBig Blue Marble 401(k) Retirement PlanBig Blue Marble 401(k) Retir…$2MIntegrated Corrosion Companies, Inc 401(k) Savings PlanIntegrated Corrosion Compani…$2MHealth Sciences Assurance Cons 401(k) Profit Sharing Plan & TrustHealth Sciences Assurance Co…$2MLeo Martin Chevrolet, Inc. Retirement PlanLeo Martin Chevrolet, Inc. R…$2M
End-of-year total assets ($M) among Timothy J. Trager, Asp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Timothy J. Trager, a Sole Proprietorship multi-year asset trail

Sponsor-wide plan assets over time

All Timothy J. Trager, a Sole Proprietorship plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.562493859100703% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.6M $1.85M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Timothy J. Trager, a Sole Proprietorship filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$120K
Employer EIN812953900
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Timothy J. Trager, Asp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Timothy J. Trager, Asp 401(k) Profit Sharing Plan, Total assets ($B): 0.001717735 · Participants: 2Timothy J. Trager, Asp 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Timothy J. Trager, Asp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Timothy J. Trager, Asp 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Big Blue Marble 401(k) Retirement Plan in GA ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Timothy J. Trager, Asp 401(k) Profit Sharing Plan assets move in 2023?
Timothy J. Trager, Asp 401(k) Profit Sharing Plan grew at a solid clip - up 7.5% during 2023, from $2M to $2M. Reported net income was $120K.
How have Timothy J. Trager, a Sole Proprietorship plan assets changed over time?
Across 3 plan years on file (2022-2024), Timothy J. Trager, a Sole Proprietorship's sponsor-wide assets grew 15.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Timothy J. Trager, Asp 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Big Blue Marble 401(k) Retirement Plan in GA ($2M, 805 participants).
Which 401(k) plans cover a similar participant headcount to Timothy J. Trager, Asp 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).