Profit Sharing · DOL Form 5500 · 2023

Triumph Marketing, Inc. Profit Sharing Plan

Data updated 2026-08-25

$701K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$233,754
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Triumph Marketing, Inc. Retirement Plan · Sponsored by Triumph Marketing, Inc. · Florida · Other Services

$701K in assets, 3 participants

Triumph Marketing, Inc.'s Triumph Marketing, Inc. Retirement Plan reported $701K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,415 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Triumph Marketing, Inc. Retirement Plan ranks #3,415 of 7,857 2023 filers by assets (2862% of the sector average)-$701K for 3 participants.

#3,415
in Other Services (7,857 peers)
+16.6%
assets growth YoY

Triumph Marketing, Inc. Retirement Plan among the smaller filed plans by assets

Triumph Marketing, Inc. Retirement Plan vs every filed plan by assets

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

$701,262 21st percentile higher than 21% 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

Triumph Marketing, Inc. Retirement 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. Triumph Marketing, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Triumph Marketing, Inc. Retirement Plan reported net income rose from $49 in the plan year 2022 filing to $100K in the plan year 2023 filing.
  • Triumph Marketing, Inc. Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Triumph Marketing, Inc. Retirement Plan end-of-year assets rose from $601K in the plan year 2022 filing to $701K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900776319 · Triumph Marketing, Inc. PY 2023 · Profit Sharing

Triumph Marketing, Inc. Retirement Plan · $701K · 3 · 21st

  • VS-ST $701K
  • BOY 3
  • SCH 21st
  • EBSA Profit Sharing
  • PART near Bellagrace Vineyards Profit Sharing Plan
  • TYPE ind #3415

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 Other Services retirement plans → · Plans in Florida →

Triumph Marketing, Inc. Retirement Plan in the asset neighbourhood

Triumph Marketing, Inc. Retirement PlanTriumph Marketing, Inc. Reti…$701KBellagrace Vineyards Profit Sharing PlanBellagrace Vineyards Profit …$701KFleetwood Management, Inc. Retirement PlanFleetwood Management, Inc. R…$701KJ.a.C. Investments Inc. Retirement PlanJ.a.C. Investments Inc. Reti…$701KImplant Center of Rockland, Inc. Profit Sharing PlanImplant Center of Rockland, …$701K
End-of-year total assets ($M) among Triumph Marketing, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$601K
Net Assets (End of Year)$701K
Net Income$100K
Employer EIN900776319
Plan Effective Date2011-11-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Triumph Marketing, Inc.)

Sponsor-wide plan assets over time

All Triumph Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$601K 0.01580146704146638% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.6M $0.6M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $601K
2023 1 3 $701K
2024 1 4 $601K

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Triumph Marketing, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Triumph Marketing, Inc. Retirement Plan, Total assets ($B): 0.000701262 · Participants: 3Triumph Marketing, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Triumph Marketing, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Triumph Marketing, Inc. Retirement Plan side-by-side with 3 peers →

Triumph Marketing, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Bellagrace Vineyards Profit Sharing Plan in CA ($701K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Triumph Marketing, Inc. Retirement Plan assets move in 2023? ▼
Triumph Marketing, Inc. Retirement Plan grew sharply - up 16.6% during 2023, from $601K to $701K. Reported net income was $100K.
How have Triumph Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triumph Marketing, Inc.'s sponsor-wide assets grew 0.0%, from $601K to $601K.
Where does Triumph Marketing, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Triumph Marketing, Inc. Retirement Plan ranks in the 21st 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 Profit Sharing plans are similar in size to Triumph Marketing, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bellagrace Vineyards Profit Sharing Plan in CA ($701K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Triumph Marketing, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 900776319.

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.