401(k) · DOL Form 5500 · 2023

Triumph Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
1,440
Participants Near avg headcount
90th
Percentile by assets National rank
$55,595
Avg per participant Low balance/head
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Official DOL plan name: Triumph Financial, Inc. 401(k) Plan · Sponsored by Triumph Financial, Inc. · Texas · Finance & Insurance

$80M in assets, 1,440 participants

Triumph Financial, Inc.'s Triumph Financial, Inc. 401(k) Plan reported $80M in total assets and 1,440 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,453 in Finance & Insurance (8,869 peers)

Coverage in Texas

Triumph Financial, Inc. 401(k) Plan covers 1,440 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $80M.

#7,453
in Finance & Insurance (8,869 peers)
+26.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Triumph Financial, Inc. 401(k) Plan's outsized position by total assets

Triumph Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$80,056,614 Top 10% higher than 90% 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

Triumph Financial, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Triumph Financial, Inc. 401(k) Plan lands in the large band (1,440 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Triumph Financial, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Triumph Financial, Inc. 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Triumph Financial, Inc. 401(k) Plan reported participants rose from 1,239 in the plan year 2022 filing to 1,440 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200477066 · Triumph Financial, Inc. PY 2023 · 401(k)

Triumph Financial, Inc. 401(k) Plan · $80M · 1,440 · 90th

  • BOOK $80M
  • BOOK 1,440
  • BOOK 90th
  • BOOK 401(k)
  • BOOK near Cosentino's Food Stores 401(k) Profit Sharing Plan and Trust
  • BOOK ind #7453

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 Texas →

Triumph Financial, Inc. 401(k) Plan in the asset neighbourhood

Basis Global Technologies, Inc. 401(k) Savings PlanBasis Global Technologies, I…$80MCfgi 401(k) Plan$80MCosentino's Food Stores 401(k) Profit Sharing Plan and TrustCosentino's Food Stores 401(…$80MTriumph Financial, Inc. 401(k) PlanTriumph Financial, Inc. 401(…$80MSummit Electric Supply Co. 401(k) PlanSummit Electric Supply Co. 4…$80M
End-of-year total assets ($M) among Triumph Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$80M
Net Income$17M
Employer EIN200477066
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triumph Financial, Inc.)

Sponsor-wide plan assets over time

All Triumph Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 59.19302712303748% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.4M $101M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 1,239 $63M
2023 1 1,440 $80M
2024 1 1,470 $101M

Nearby 401(k) Plans in Texas

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

Triumph Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Triumph Financial, Inc. 401(k) Plan, Total assets ($B): 0.080056614 · Participants: 1440Triumph Financial, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Triumph Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Triumph Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Triumph Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cosentino's Food Stores 401(k) Profit Sharing Plan and Trust in KS ($80M); by covered participants it is Mangione Family Enterprises Retirement Plan in MD (1,440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,440 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 Triumph Financial, Inc. 401(k) Plan assets move in 2023? ▼
Triumph Financial, Inc. 401(k) Plan grew sharply - up 26.2% during 2023, from $63M to $80M. Reported net income was $17M.
How have Triumph Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triumph Financial, Inc.'s sponsor-wide assets grew 59.2%, from $63M to $101M.
Where does Triumph Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Triumph Financial, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Triumph Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cosentino's Food Stores 401(k) Profit Sharing Plan and Trust in KS ($80M, 3,120 participants).
Which 401(k) plans cover a similar participant headcount to Triumph Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mangione Family Enterprises Retirement Plan in MD (1,440 participants, $37M 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 200477066.

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.