401(k) · DOL Form 5500 · 2023

Trey J Capital Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$9K
Total assets Small plan by assets
6
Participants Small participant base
1st
Percentile by assets National rank
$1,432
Avg per participant Low balance/head
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Official DOL plan name: Trey J Capital Holdings, Inc. 401(k) Plan · Sponsored by Trey J Capital Holdings, Inc. · California · Food Services & Accommodation

$9K in assets, 6 participants

Trey J Capital Holdings, Inc.'s Trey J Capital Holdings, Inc. 401(k) Plan reported $9K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #115 in Food Services & Accommodation (3,828 peers)

Trey J Capital Holdings, Inc. multi-year trail

Trey J Capital Holdings, Inc.'s plans moved +719.8% in assets from 2022 to 2024; this filing shows Trey J Capital Holdings, Inc. 401(k) Plan at $9K / 6 participants.

#115
in Food Services & Accommodation (3,828 peers)
+70.5%
assets growth YoY

Trey J Capital Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Trey J Capital Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$8,593 1st percentile higher than 1% 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

Trey J Capital Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trey J Capital Holdings, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trey J Capital Holdings, Inc. 401(k) Plan end-of-year assets rose from $5K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Trey J Capital Holdings, Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Trey J Capital Holdings, Inc. 401(k) Plan reported net income rose from $3K in the plan year 2022 filing to $4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272763988 · Trey J Capital Holdings, Inc. PY 2023 · 401(k)

Trey J Capital Holdings, Inc. 401(k) Plan · $9K · 6 · 1st

  • SCH $9K
  • SCH 6
  • SCH 1st
  • SCH 401(k)
  • SCH near Bello Cost Reduction Consulting Inc. 401(k) Profit Sharing Plan
  • SCH ind #115

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 Food Services & Accommodation retirement plans → · Plans in California →

Trey J Capital Holdings, Inc. 401(k) Plan in the asset neighbourhood

Trey J Capital Holdings, Inc. 401(k) PlanTrey J Capital Holdings, Inc…$9KBello Cost Reduction Consulting Inc. 401(k) Profit Sharing PlanBello Cost Reduction Consult…$9KTwos Company Relationships by 401(k) Profit Sharing Plan & TrustTwos Company Relationships b…$9K500corp, Inc. 401(k) Profit Sharing Plan500corp, Inc. 401(k) Profit …$9KVenture 61 Enterprise Corp. 401(k) Profit Sharing PlanVenture 61 Enterprise Corp. …$9K
End-of-year total assets ($M) among Trey J Capital Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trey J Capital Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trey J Capital Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41K 719.7619047619048% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M$0.04M$0.05M 202220232024 $0.01M $0.04M ▲ +300.0%
Year Plans Participants Total Assets
2022 1 4 $5K
2023 1 6 $9K
2024 1 4 $41K

Trey J Capital Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5K
Net Assets (End of Year)$9K
Net Income$4K
Employer EIN272763988
Plan Effective Date2010-09-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Trey J Capital Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trey J Capital Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000008593 · Participants: 6Trey J Capital Holdings, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Trey J Capital Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trey J Capital Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Trey J Capital Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bello Cost Reduction Consulting Inc. 401(k) Profit Sharing Plan in NJ ($9K); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Trey J Capital Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Trey J Capital Holdings, Inc. 401(k) Plan surged - up 70.5% during 2023, from $5K to $9K. Reported net income was $4K.
How have Trey J Capital Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trey J Capital Holdings, Inc.'s sponsor-wide assets grew 719.8%, from $5K to $41K.
Where does Trey J Capital Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Trey J Capital Holdings, Inc. 401(k) Plan ranks in the 1st 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 Trey J Capital Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bello Cost Reduction Consulting Inc. 401(k) Profit Sharing Plan in NJ ($9K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Trey J Capital Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 272763988.

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.