401(k) · DOL Form 5500 · 2023

Trinova, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
133
Participants Small participant base
55th
Percentile by assets National rank
$63,802
Avg per participant Low balance/head
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Official DOL plan name: Trinova, Inc. 401(k) Plan · Sponsored by Trinova, Inc. · Alabama · Professional & Technical Services

$8M in assets, 133 participants

Trinova, Inc.'s Trinova, Inc. 401(k) Plan reported $8M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,883 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Trinova, Inc. 401(k) Plan covers 133 participants in Alabama, about 37% of the average Alabama filer (state average ~360 per filing). Assets: $8M.

#10,883
in Professional & Technical Services (20,321 peers)
+26.7%
assets growth YoY

Trinova, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$8,485,664 Top 45% higher than 55% 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

Trinova, 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. Trinova, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinova, Inc. 401(k) Plan reported net income rose from $33K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Trinova, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Trinova, Inc. 401(k) Plan reported participants rose from 126 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630517031 · Trinova, Inc. PY 2023 · 401(k)

Trinova, Inc. 401(k) Plan · $8M · 133 · 55th

  • RANK $8M
  • PHOTO 133
  • IND 55th
  • EOY 401(k)
  • 5500 near Zukowski, Rogers, Flood & Mcardle 401(k) Plan
  • ASSETS ind #10883

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 Professional & Technical Services retirement plans → · Plans in Alabama →

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

Trinova, Inc. 401(k) Plan$8MZukowski, Rogers, Flood & Mcardle 401(k) PlanZukowski, Rogers, Flood & Mc…$8MFamily Health Care Medical Group of Modesto 401(k) Profit Sharing PlanFamily Health Care Medical G…$8MDouglass Winthrop Advisors 401(k) PlanDouglass Winthrop Advisors 4…$8MBolger & O'hearn, Inc. Profit Sharing PlanBolger & O'hearn, Inc. Profi…$8M
End-of-year total assets ($M) among Trinova, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN630517031
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinova, Inc.)

Sponsor-wide plan assets over time

All Trinova, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 62.49979290979867% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.7M $10.9M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 126 $7M
2023 1 133 $8M
2024 1 146 $11M

Nearby 401(k) Plans in Alabama

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

Trinova, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Trinova, Inc. 401(k) Plan, Total assets ($B): 0.008485664 · Participants: 133Trinova, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Trinova, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Trinova, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Zukowski, Rogers, Flood & Mcardle 401(k) Plan in IL ($8M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Trinova, Inc. 401(k) Plan assets move in 2023? ▼
Trinova, Inc. 401(k) Plan grew sharply - up 26.7% during 2023, from $7M to $8M. Reported net income was $2M.
How have Trinova, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinova, Inc.'s sponsor-wide assets grew 62.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Trinova, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zukowski, Rogers, Flood & Mcardle 401(k) Plan in IL ($8M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Trinova, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 630517031.

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.