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
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
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.
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, 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
| 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 EIN | 812953900 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.