401(k) · DOL Form 5500 · 2023

Trandon Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$767K
Total assets Small plan by assets
14
Participants Small participant base
21st
Percentile by assets National rank
$54,778
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trandon Associates, Inc. Retirement Plan · Sponsored by Trandon Associates, Inc. · New York · Administrative & Support Services

$767K in assets, 14 participants

Trandon Associates, Inc.'s Trandon Associates, Inc. Retirement Plan reported $767K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,911 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Trandon Associates, Inc. Retirement Plan ranks #1,911 of 4,372 2023 filers by assets (3762% of the sector average)-$767K for 14 participants.

#1,911
in Administrative & Support Services (4,372 peers)
-18.6%
assets change YoY

The plan reported a net loss of $176K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trandon Associates, Inc. Retirement Plan among the smaller filed plans by assets

Trandon Associates, Inc. Retirement Plan vs every filed plan by assets

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

$766,891 21st percentile higher than 21% 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

Trandon Associates, Inc. Retirement 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. Trandon Associates, Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trandon Associates, Inc. Retirement Plan reported net income fell from -$137K in the plan year 2022 filing to -$176K in the plan year 2023 filing.
  • Trandon Associates, Inc. Retirement Plan end-of-year assets fell from $942K in the plan year 2022 filing to $767K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133433706 · Trandon Associates, Inc. PY 2023 · 401(k)

Trandon Associates, Inc. Retirement Plan · $767K · 14 · 21st

  • VS-ST $767K
  • BOY 14
  • SCH 21st
  • EBSA 401(k)
  • PART near Cisterra Partners, LLC 401(k) Profit Sharing Plan
  • TYPE ind #1911

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 New York →

Trandon Associates, Inc. Retirement Plan in the asset neighbourhood

Trandon Associates, Inc. Retirement PlanTrandon Associates, Inc. Ret…$767KCisterra Partners, LLC 401(k) Profit Sharing PlanCisterra Partners, LLC 401(k…$767KParimal J. Kansagra, D.D.S., Inc. Profit Sharing PlanParimal J. Kansagra, D.D.S.,…$767KElectro-Motion, Inc. 401(k) PlanElectro-Motion, Inc. 401(k) …$767KBethesda Health Clinic 401(k) Profit Sharing Plan and TrustBethesda Health Clinic 401(k…$767K
End-of-year total assets ($M) among Trandon Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$942K
Net Assets (End of Year)$767K
Net Income-$176K
Employer EIN133433706
Plan Effective Date1998-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Trandon Associates, Inc.)

Sponsor-wide plan assets over time

All Trandon Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$767K 18.62776513929681% vs 2022
2023 filing year
$0.7M$0.8M$0.9M$1M 20222023 $0.94M $0.77M ▼ -18.1%
Year Plans Participants Total Assets
2022 1 14 $942K
2023 1 14 $767K

Nearby 401(k) Plans in New York

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

Trandon Associates, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trandon Associates, Inc. Retirement Plan, Total assets ($B): 0.000766891 · Participants: 14Trandon Associates, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Trandon Associates, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trandon Associates, Inc. Retirement Plan side-by-side with 3 peers →

Trandon Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cisterra Partners, LLC 401(k) Profit Sharing Plan in CA ($767K); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Trandon Associates, Inc. Retirement Plan assets move in 2023? ▼
Trandon Associates, Inc. Retirement Plan declined sharply - down 18.6% during 2023, from $942K to $767K. Reported net income was -$176K.
How have Trandon Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trandon Associates, Inc.'s sponsor-wide assets declined 18.6%, from $942K to $767K.
Where does Trandon Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Trandon Associates, Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Trandon Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cisterra Partners, LLC 401(k) Profit Sharing Plan in CA ($767K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Trandon Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A 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 133433706.

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.