401(k) · DOL Form 5500 · 2024

Tmk Global Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
3,116
Participants Above avg headcount
95th
Percentile by assets National rank
$78,752
Avg per participant Below avg balance/head
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Official DOL plan name: Trimark Retirement Savings Plan · Sponsored by Tmk Global Holdings, LLC · Massachusetts · Wholesale Trade

$245M in assets, 3,116 participants

Tmk Global Holdings, LLC's Trimark Retirement Savings Plan reported $245M in total assets and 3,116 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #5,861 in Wholesale Trade (6,080 peers)

Coverage in Massachusetts

Trimark Retirement Savings Plan covers 3,116 participants in Massachusetts, 4.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $245M.

#5,861
in Wholesale Trade (6,080 peers)
+10.9%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Trimark Retirement Savings Plan's outsized position by total assets

Trimark Retirement Savings Plan vs every filed plan by assets

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

$245,390,521 Top 5% higher than 95% 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

Trimark Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trimark Retirement Savings Plan lands in the large band (3,116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trimark Retirement Savings Plan reported net income fell from $34M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Trimark Retirement Savings Plan end-of-year assets rose from $221M in the plan year 2023 filing to $245M in the plan year 2024 filing.
  • Trimark Retirement Savings Plan reported participants rose from 3,007 in the plan year 2023 filing to 3,116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 320240384 · Tmk Global Holdings, LLC PY 2024 · 401(k)

Trimark Retirement Savings Plan · $245M · 3,116 · 95th

  • SCH $245M
  • EBSA 3,116
  • PART 95th
  • TYPE 401(k)
  • NET near Hma Group Holdings, LLC 401(k) Plan
  • BOOK ind #5861

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Trimark Retirement Savings Plan in the asset neighbourhood

My Savings Plan (Union)$246MEnergysolutions, LLC 401(k) Profit Sharing PlanEnergysolutions, LLC 401(k) …$245MNational Education Association 401(k) Retirement Savings PlanNational Education Associati…$245MTrimark Retirement Savings PlanTrimark Retirement Savings P…$245MHma Group Holdings, LLC 401(k) PlanHma Group Holdings, LLC 401(…$245M
End-of-year total assets ($M) among Trimark Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$221M
Net Assets (End of Year)$245M
Net Income$24M
Employer EIN320240384
Plan Effective Date1964-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Tmk Global Holdings, LLC)

Sponsor-wide plan assets over time

All Tmk Global Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$245M 31.095320311414593% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $187M $245M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 2,688 $187M
2023 1 3,007 $221M
2024 1 3,116 $245M

Nearby 401(k) Plans in Massachusetts

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

Trimark Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Trimark Retirement Savings Plan, Total assets ($B): 0.245390521 · Participants: 3116Trimark Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Trimark Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Trimark Retirement Savings Plan side-by-side with 3 peers →

Trimark Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hma Group Holdings, LLC 401(k) Plan in IA ($245M); by covered participants it is Endeavor Air Savings Plan in GA (3,115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,116 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 Trimark Retirement Savings Plan assets move in 2024? ▼
Trimark Retirement Savings Plan grew at a solid clip - up 10.9% during 2024, from $221M to $245M. Reported net income was $24M.
How have Tmk Global Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tmk Global Holdings, LLC's sponsor-wide assets grew 31.1%, from $187M to $245M.
Where does Trimark Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trimark Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Trimark Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hma Group Holdings, LLC 401(k) Plan in IA ($245M, 1,120 participants).
Which 401(k) plans cover a similar participant headcount to Trimark Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Endeavor Air Savings Plan in GA (3,115 participants, $221M 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 320240384.

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.