401(k) · DOL Form 5500 · 2024

Trust Automation, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
116
Participants Small participant base
57th
Percentile by assets National rank
$91,210
Avg per participant Below avg balance/head
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Official DOL plan name: Trust Automation, Inc. 401(k) Profit Sharing Plan · Sponsored by Trust Automation, Inc. · California · Professional & Technical Services

$11M in assets, 116 participants

Trust Automation, Inc.'s Trust Automation, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,146 in Professional & Technical Services (20,173 peers)

Coverage in California

Trust Automation, Inc. 401(k) Profit Sharing Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $11M.

#11,146
in Professional & Technical Services (20,173 peers)
+25.9%
assets growth YoY

Trust Automation, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Trust Automation, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,580,383 Top 43% higher than 57% of 123,620 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 2024

Trust Automation, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trust Automation, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trust Automation, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Trust Automation, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Trust Automation, Inc. 401(k) Profit Sharing Plan reported participants rose from 105 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770420691 · Trust Automation, Inc. PY 2024 · 401(k)

Trust Automation, Inc. 401(k) Profit Sharing Plan · $11M · 116 · 57th

  • RANK $11M
  • PHOTO 116
  • IND 57th
  • EOY 401(k)
  • 5500 near Jde 401(k) Retirement Plan
  • ASSETS ind #11146

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 California →

Trust Automation, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trust Automation, Inc. 401(k) Profit Sharing PlanTrust Automation, Inc. 401(k…$11MJde 401(k) Retirement Plan$11MJ.B. Cole & Son, Inc. Profit Sharing PlanJ.B. Cole & Son, Inc. Profit…$11MFleet Feet, Inc. 401(k) Plan$11MKinzler Construction Services, Inc. 401(k) PlanKinzler Construction Service…$11M
End-of-year total assets ($M) among Trust Automation, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN770420691
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trust Automation, Inc.)

Sponsor-wide plan assets over time

All Trust Automation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 59.053850256671744% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.65M $10.6M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 104 $7M
2023 1 105 $8M
2024 1 116 $11M

Nearby 401(k) Plans in California

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

Trust Automation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Trust Automation, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010580383 · Participants: 116Trust Automation, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Trust Automation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trust Automation, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trust Automation, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jde 401(k) Retirement Plan in UT ($11M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 participants); 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.

Frequently Asked Questions

How did Trust Automation, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Trust Automation, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.9% during 2024, from $8M to $11M. Reported net income was $2M.
How have Trust Automation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trust Automation, Inc.'s sponsor-wide assets grew 59.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Trust Automation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jde 401(k) Retirement Plan in UT ($11M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Trust Automation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770420691.

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.