Profit Sharing · DOL Form 5500 · 2023

Trinity Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
434
Participants Below avg headcount
45th
Percentile by assets National rank
$11,869
Avg per participant Low balance/head
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Official DOL plan name: Trinity Management, Inc. 401(k) Plan · Sponsored by Trinity Management, Inc. · Alabama · Healthcare & Social Assistance

$5M in assets, 434 participants

Trinity Management, Inc.'s Trinity Management, Inc. 401(k) Plan reported $5M in total assets and 434 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,672 in Healthcare & Social Assistance (17,684 peers)

Trinity Management, Inc. multi-year trail

Trinity Management, Inc.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Trinity Management, Inc. 401(k) Plan at $5M / 434 participants.

#8,672
in Healthcare & Social Assistance (17,684 peers)
+7.7%
assets growth YoY

Trinity Management, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Trinity Management, Inc. 401(k) Plan vs every filed plan by assets

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

$5,151,075 45th percentile higher than 45% 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

Trinity Management, Inc. 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. Trinity Management, Inc. 401(k) Plan sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Management, Inc. 401(k) Plan reported net income rose from -$406K in the plan year 2022 filing to $368K in the plan year 2023 filing.
  • Trinity Management, Inc. 401(k) Plan reported participants rose from 333 in the plan year 2022 filing to 434 in the plan year 2023 filing.
  • Trinity Management, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260015608 · Trinity Management, Inc. PY 2023 · Profit Sharing

Trinity Management, Inc. 401(k) Plan · $5M · 434 · 45th

  • IND $5M
  • EOY 434
  • 5500 45th
  • ASSETS Profit Sharing
  • PCT near Goodwill Industries of Lane & South Coast Counties 403b Plan
  • EIN ind #8672

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Trinity Management, Inc. 401(k) Plan in the asset neighbourhood

Moravian Care Employee Retirement PlanMoravian Care Employee Retir…$5MJ.C. Duggan, Inc. Profit Sharing PlanJ.C. Duggan, Inc. Profit Sha…$5MTrinity Management, Inc. 401(k) PlanTrinity Management, Inc. 401…$5MGoodwill Industries of Lane & South Coast Counties 403b PlanGoodwill Industries of Lane …$5MUnited Community Health Center 403(b) PlanUnited Community Health Cent…$5M
End-of-year total assets ($M) among Trinity Management, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Trinity Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 24.01383222159152% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.78M $5.93M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 333 $5M
2023 1 434 $5M
2024 1 582 $6M

Trinity Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$368K
Employer EIN260015608
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Trinity Management, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Trinity Management, Inc. 401(k) Plan, Total assets ($M): 5.151075 · Participants: 434Trinity Management, Inc. 401(k) PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Trinity Management, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Trinity Management, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest Profit Sharing by assets is Goodwill Industries of Lane & South Coast Counties 403b Plan in OR ($5M); by covered participants it is Home of the Good Shepherd Retirement Savings Plan in NY (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Trinity Management, Inc. 401(k) Plan assets move in 2023? ▼
Trinity Management, Inc. 401(k) Plan grew at a solid clip - up 7.7% during 2023, from $5M to $5M. Reported net income was $368K.
How have Trinity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Management, Inc.'s sponsor-wide assets grew 24.0%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Trinity Management, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Goodwill Industries of Lane & South Coast Counties 403b Plan in OR ($5M, 552 participants).
Which Profit Sharing plans cover a similar participant headcount to Trinity Management, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Home of the Good Shepherd Retirement Savings Plan in NY (434 participants, $850K 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 260015608.

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.