401(k) · DOL Form 5500 · 2023

Trident Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
366
Participants Below avg headcount
40th
Percentile by assets National rank
$11,051
Avg per participant Low balance/head
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Official DOL plan name: Trident Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Trident Management, Inc. · North Carolina · Administrative & Support Services

$4M in assets, 366 participants

Trident Management, Inc.'s Trident Management, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,788 in Administrative & Support Services (4,372 peers)

Coverage in North Carolina

Trident Management, Inc. 401(k) Profit Sharing Plan covers 366 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#2,788
in Administrative & Support Services (4,372 peers)
+20.2%
assets growth YoY

Trident Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Trident Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,044,730 40th percentile higher than 40% 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

Trident Management, Inc. 401(k) Profit Sharing 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. Trident Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trident Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$837K in the plan year 2022 filing to $680K in the plan year 2023 filing.
  • Trident Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Trident Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 320 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561977750 · Trident Management, Inc. PY 2023 · 401(k)

Trident Management, Inc. 401(k) Profit Sharing Plan · $4M · 366 · 40th

  • PHOTO $4M
  • IND 366
  • EOY 40th
  • 5500 401(k)
  • ASSETS near H&co LLP 401(k) Plan
  • PCT ind #2788

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Trident Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

H&co LLP 401(k) Plan$4M401(k) Plan for Employees of Matsuo Industries USA, Inc.401(k) Plan for Employees of…$4MThe Mcconnell Group, Inc. 401(k) Profit Sharing PlanThe Mcconnell Group, Inc. 40…$4MTrident Management, Inc. 401(k) Profit Sharing PlanTrident Management, Inc. 401…$4MVisionoss, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Trident Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$680K
Employer EIN561977750
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trident Management, Inc.)

Sponsor-wide plan assets over time

All Trident Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.12159365523898% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.37M $4.31M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 320 $3M
2023 1 366 $4M
2024 1 296 $4M

Nearby 401(k) Plans in North Carolina

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

Trident Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Trident Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00404473 · Participants: 366Trident Management, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Trident Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Trident Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trident Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is H&co LLP 401(k) Plan in FL ($4M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Trident Management, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Trident Management, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2023, from $3M to $4M. Reported net income was $680K.
How have Trident Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trident Management, Inc.'s sponsor-wide assets grew 28.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Trident Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is H&co LLP 401(k) Plan in FL ($4M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Trident Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 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 561977750.

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.