401(k) · DOL Form 5500 · 2023
Trumpf Inc. 401(k) Plan
Data updated 2026-08-25
- $248M
- Total assets Near avg plan size
- 1,273
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $194,908
- Avg per participant Above avg balance/head
Official DOL plan name: Trumpf Inc. Employee Retirement Savings Plan · Sponsored by Trumpf Inc. · Connecticut · Manufacturing
$248M in assets, 1,273 participants
Trumpf Inc.'s Trumpf Inc. Employee Retirement Savings Plan reported $248M in total assets and 1,273 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,407 in Manufacturing (18,722 peers)
Where Trumpf Inc. Employee Retirement Savings Plan sits by assets
Trumpf Inc. Employee Retirement Savings Plan sits in the top 5% of all filed plans by assets, $248M for 1,273 participants (~$194,908/participant), up 17.1% in 2023.
- #17,407
- in Manufacturing (18,722 peers)
- +17.1%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Trumpf Inc. Employee Retirement Savings Plan's outsized position by total assets
Trumpf Inc. Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$248,117,485 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Trumpf Inc. Employee Retirement Savings 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. Trumpf Inc. Employee Retirement Savings Plan lands in the large band (1,273 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trumpf Inc. Employee Retirement Savings Plan reported net income rose from -$36M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Trumpf Inc. Employee Retirement Savings Plan reported participants rose from 1,018 in the plan year 2022 filing to 1,273 in the plan year 2023 filing.
- Trumpf Inc. Employee Retirement Savings Plan end-of-year assets rose from $212M in the plan year 2022 filing to $248M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 060856885 · Trumpf Inc. PY 2023 · 401(k)
Trumpf Inc. Employee Retirement Savings Plan · $248M · 1,273 · 96th
- ASSETS $248M
- PCT 1,273
- EIN 96th
- RANK 401(k)
- PHOTO near The Joint Commission Smart Saver 401(k) Plan
- IND ind #17407
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 Manufacturing retirement plans → · Plans in Connecticut →
Trumpf Inc. Employee Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $248M |
| Net Income | $36M |
| Employer EIN | 060856885 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trumpf Inc.)
Sponsor-wide plan assets over time
All Trumpf Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $277M 30.772492494442172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $212M |
| 2023 | 1 | 1,273 | $248M |
| 2024 | 1 | 1,317 | $277M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Trumpf Inc. Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is The Joint Commission Smart Saver 401(k) Plan in IL ($248M); by covered participants it is General Logistics Systems US, Inc. 401(k) Plan in CA (1,273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248M here).
- The Joint Commission Smart Saver 401(k) Plan (IL) $248M · 965
- Equitrans Midstream Corporation Employee Savings Plan (PA) $248M · 766
- Lnl Agents' 401(k) Savings Plan (PA) $248M · 633
- Woodgrain Millwork, Inc. Employee Savings Plan and Trust (ID) $248M · 3,255
Similar participant headcount
Nearest other-state filings by covered participants (1,273 participants); asset peers above are excluded.
- General Logistics Systems US, Inc. 401(k) Plan (CA) 1,273 · 0 off
- Aalberts Ips Americas Retirement and Savings Plan. (NC) 1,273 · 0 off
- Meduit, LLC 401(k) Retirement Plan (NC) 1,273 · 0 off
- Hibu Inc. 401(k) Profit Sharing Plan Trust (IA) 1,273 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.