401(k) · DOL Form 5500 · 2024
Trinity Investors LLC Retirement Plan 401(k) Plan
Data updated 2026-08-25
- $456K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $456,123
- Avg per participant High balance/head
Official DOL plan name: Trinity Investors LLC Retirement Plan · Sponsored by Trinity Investors LLC Retirement Plan · North Carolina · Finance & Insurance
$456K in assets, 1 participants
Trinity Investors LLC Retirement Plan's Trinity Investors LLC Retirement Plan reported $456K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #764 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Trinity Investors LLC Retirement Plan holds $456K for 1 participant - about $456,123 per participant, among the smaller plans by assets on file.
- #764
- in Finance & Insurance (8,549 peers)
- -4.8%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trinity Investors LLC Retirement Plan among the smaller filed plans by assets
Trinity Investors LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$456,123 17th percentile higher than 17% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Trinity Investors LLC Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Investors LLC Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trinity Investors LLC Retirement Plan reported net income fell from $37K in the plan year 2023 filing to -$23K in the plan year 2024 filing.
- Trinity Investors LLC Retirement Plan end-of-year assets fell from $479K in the plan year 2023 filing to $456K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 562089261 · Trinity Investors LLC Retirement Plan PY 2024 · 401(k)
Trinity Investors LLC Retirement Plan · $456K · 1 · 17th
- TYPE $456K
- NET 1
- BOOK 17th
- VS-ST 401(k)
- BOY near Reboot Mvr 401(k)
- SCH ind #764
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Trinity Investors LLC Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $479K |
|---|---|
| Net Assets (End of Year) | $456K |
| Net Income | -$23K |
| Employer EIN | 562089261 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Investors LLC Retirement Plan)
Sponsor-wide plan assets over time
All Trinity Investors LLC Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $456K 3.1611730062015715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $442K |
| 2023 | 1 | 1 | $479K |
| 2024 | 1 | 1 | $456K |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Trinity Investors LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Reboot Mvr 401(k) in CO ($456K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($456K here).
- Reboot Mvr 401(k) (CO) $456K · 1
- Vijay & Rama Bojedla Retirement Plan (NY) $456K · 4
- 1st Choice Home Care 401(k) Plan (NY) $456K · 1,504
- Holston Holdings Inc. 401(k) Plan (FL) $456K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.