401(k) · DOL Form 5500 · 2023

Training, Rehabilitation & Development Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 247
Participants Below avg headcount: 35th
Percentile by assets National rank: $11,399
Avg per participant Low balance/head

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Official DOL plan name: Trdi Retirement Plan · Sponsored by Training, Rehabilitation & Development Institute, Inc. · Texas · Construction

$3M in assets, 247 participants

Training, Rehabilitation & Development Institute, Inc.'s Trdi Retirement Plan reported $3M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#2,957 in Construction (9,030 peers)

Coverage in Texas

Trdi Retirement Plan covers 247 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#2,957
in Construction (9,030 peers): +22.6%
assets growth YoY

Trdi Retirement Plan's mid-pack asset rank among Construction and all filers

Trdi Retirement Plan vs every filed plan by assets

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

$2,815,641 35th percentile higher than 35% 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

Trdi Retirement 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. Trdi Retirement Plan sits mid-pack in the medium band (247 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Trdi Retirement Plan reported net income rose from -$190K in the plan year 2022 filing to $519K in the plan year 2023 filing.
Trdi Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Trdi Retirement Plan reported participants fell from 250 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742938051 · Training, Rehabilitation & Development Institute, Inc. PY 2023 · 401(k)

Trdi Retirement Plan · $3M · 247 · 35th

NET $3M
BOOK 247
VS-ST 35th
BOY 401(k)
SCH near Alpha Industrial Supplies Inc 401(k) Plan
EBSA ind #2957

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Trdi Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$519K
Employer EIN	742938051
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Training, Rehabilitation & Development Institute, Inc.)

Latest sponsor-wide plan assets: $3M 22.6027582170868% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	250	$2M
2023	1	247	$3M

Nearby 401(k) Plans in Texas

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

Trdi Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Trdi Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Alpha Industrial Supplies Inc 401(k) Plan in FL ($3M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Alpha Industrial Supplies Inc 401(k) Plan (FL) $3M · 9
Headwaters Salons, LLC 401(k) Plan (MT) $3M · 178
Audioeye, Inc. Retirement Savings Plan (AZ) $3M · 120
Global Hospitality Management LLC 401(k) Plan (NH) $3M · 368

Similar participant headcount

Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.

Associated Home Care, LLC 401(k) Plan (MA) 247 · 0 off
Interface Engineering Inc. Retirement Plan (OR) 247 · 0 off
Citizens Community Federal 401(k) Profit Sharing Plan (WI) 247 · 0 off
P1 Group Profit Sharing Plan (KS) 247 · 0 off

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 Trdi Retirement Plan assets move in 2023? ▼

Trdi Retirement Plan grew sharply - up 22.6% during 2023, from $2M to $3M. Reported net income was $519K.

How have Training, Rehabilitation & Development Institute, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Training, Rehabilitation & Development Institute, Inc.'s sponsor-wide assets grew 22.6%, from $2M to $3M.

Which 401(k) plans are similar in size to Trdi Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alpha Industrial Supplies Inc 401(k) Plan in FL ($3M, 9 participants).

Which 401(k) plans cover a similar participant headcount to Trdi Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 742938051.