401(k) · DOL Form 5500 · 2023

Trustarc, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
66
Participants Small participant base
60th
Percentile by assets National rank
$160,349
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trustarc 401(k) Plan · Sponsored by Trustarc, Inc. · California · Information & Media

$11M in assets, 66 participants

Trustarc, Inc.'s Trustarc 401(k) Plan reported $11M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,345 in Information & Media (2,818 peers)

Trustarc, Inc. multi-year trail

Trustarc, Inc.'s plans moved +17.7% in assets from 2022 to 2024; this filing shows Trustarc 401(k) Plan at $11M / 66 participants.

#1,345
in Information & Media (2,818 peers)
+0.2%
assets growth YoY

Trustarc 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Trustarc 401(k) Plan vs every filed plan by assets

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

$10,583,045 Top 40% higher than 60% 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

Trustarc 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustarc 401(k) Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trustarc 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $24K in the plan year 2023 filing.
  • Trustarc 401(k) Plan reported participants fell from 81 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262867451 · Trustarc, Inc. PY 2023 · 401(k)

Trustarc 401(k) Plan · $11M · 66 · 60th

  • PART $11M
  • PART 66
  • PART 60th
  • PART 401(k)
  • PART near Cigarette Store 401(k) Plan
  • PART ind #1345

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 Information & Media retirement plans → · Plans in California →

Trustarc 401(k) Plan in the asset neighbourhood

Trustarc 401(k) Plan$11MCigarette Store 401(k) Plan$11MThe Children's School 401(k) PlanThe Children's School 401(k)…$11MVcna Prairie, Inc. Savings Plan for Union EmployeesVcna Prairie, Inc. Savings P…$11MAlro Steel Corp. Union Employees' 401(k) PlanAlro Steel Corp. Union Emplo…$11M
End-of-year total assets ($M) among Trustarc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trustarc, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trustarc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 17.68611335219156% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.6M $12.4M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 81 $11M
2023 1 66 $11M
2024 1 51 $12M

Trustarc, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$24K
Employer EIN262867451
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Trustarc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trustarc 401(k) Plan, Total assets ($B): 0.010583045 · Participants: 66Trustarc 401(k) 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
Trustarc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Trustarc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cigarette Store 401(k) Plan in CO ($11M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Trustarc 401(k) Plan assets move in 2023?
Trustarc 401(k) Plan held essentially flat - up 0.2% during 2023, from $11M to $11M. Reported net income was $24K.
How have Trustarc, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustarc, Inc.'s sponsor-wide assets grew 17.7%, from $11M to $12M.
Which 401(k) plans are similar in size to Trustarc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cigarette Store 401(k) Plan in CO ($11M, 695 participants).
Which 401(k) plans cover a similar participant headcount to Trustarc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M in assets).