401(k) · DOL Form 5500 · 2023

Trout, Ebersole & Groff, LLP 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
132
Participants Small participant base
81st
Percentile by assets National rank
$266,841
Avg per participant High balance/head
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Official DOL plan name: Trout Ebersole & Groff, LLP Retirement Savings Plan · Sponsored by Trout, Ebersole & Groff, LLP · Pennsylvania · Professional & Technical Services

$35M in assets, 132 participants

Trout, Ebersole & Groff, LLP's Trout Ebersole & Groff, LLP Retirement Savings Plan reported $35M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,683 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Trout Ebersole & Groff, LLP Retirement Savings Plan covers 132 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.

#16,683
in Professional & Technical Services (20,321 peers)
+25.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trout Ebersole & Groff, LLP Retirement Savings Plan's outsized position by total assets

Trout Ebersole & Groff, LLP Retirement Savings Plan vs every filed plan by assets

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

$35,223,038 Top 19% higher than 81% 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

Trout Ebersole & Groff, LLP Retirement Savings 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. Trout Ebersole & Groff, LLP Retirement Savings Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trout Ebersole & Groff, LLP Retirement Savings Plan reported net income rose from $717K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Trout Ebersole & Groff, LLP Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Trout Ebersole & Groff, LLP Retirement Savings Plan reported participants fell from 135 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231551315 · Trout, Ebersole & Groff, LLP PY 2023 · 401(k)

Trout Ebersole & Groff, LLP Retirement Savings Plan · $35M · 132 · 81st

  • IND $35M
  • EOY 132
  • 5500 81st
  • ASSETS 401(k)
  • PCT near I I F Retirement Plan
  • EIN ind #16683

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 Pennsylvania →

Trout Ebersole & Groff, LLP Retirement Savings Plan in the asset neighbourhood

Iroquois Pipeline Operating Company Savings PlanIroquois Pipeline Operating …$35MIrisndt Inc. 401(k) Plan$35MTrout Ebersole & Groff, LLP Retirement Savings PlanTrout Ebersole & Groff, LLP …$35MI I F Retirement Plan$35MBethany Children's Health Center 401(k) PlanBethany Children's Health Ce…$35M
End-of-year total assets ($M) among Trout Ebersole & Groff, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN231551315
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trout, Ebersole & Groff, LLP)

Sponsor-wide plan assets over time

All Trout, Ebersole & Groff, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.45123691340121% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.1M $39M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 135 $28M
2023 1 132 $35M
2024 1 129 $39M

Nearby 401(k) Plans in Pennsylvania

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

Trout Ebersole & Groff, LLP Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Trout Ebersole & Groff, LLP Retirement Savings Plan, Total assets ($B): 0.035223038 · Participants: 132Trout Ebersole & Groff, LLP Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Trout Ebersole & Groff, LLP Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Trout Ebersole & Groff, LLP Retirement Savings Plan side-by-side with 3 peers →

Trout Ebersole & Groff, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is I I F Retirement Plan in DC ($35M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Trout Ebersole & Groff, LLP Retirement Savings Plan assets move in 2023? ▼
Trout Ebersole & Groff, LLP Retirement Savings Plan grew sharply - up 25.2% during 2023, from $28M to $35M. Reported net income was $7M.
How have Trout, Ebersole & Groff, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trout, Ebersole & Groff, LLP's sponsor-wide assets grew 38.5%, from $28M to $39M.
Where does Trout Ebersole & Groff, LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trout Ebersole & Groff, LLP Retirement Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trout Ebersole & Groff, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is I I F Retirement Plan in DC ($35M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Trout Ebersole & Groff, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 231551315.

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.