401(k) · DOL Form 5500 · 2024

Tmk Global Holdings, LLC 401(k) Plan

Data updated 2026-07-24

$245M
Total assets: 3,116
Participants: 95th
Percentile by assets: $78,752
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Trimark Retirement Savings Plan covers 3,116 participants in Massachusetts, 4.9x the typical Massachusetts plan (state average ~641 per filing). Assets: $245M.

$245M
total plan assets (2024 EOY): 3,116
covered participants: 95th
percentile by assets (of 116,472 plans): $78,752
avg assets per participant

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 →

State

Massachusetts

Industry

Wholesale Trade

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Trimark Retirement Savings Plan reports 3,116 participants - 4.9x that state average ($245M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$221M
Net Assets (End of Year)	$245M
Net Income	$24M
Employer EIN	320240384
Plan Effective Date	1964-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Tmk Global Holdings, LLC)

Total plan assets by year, all Tmk Global Holdings, LLC plans on file

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

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Trimark Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trimark Retirement Savings Plan by total assets, not by location.

Hma Group Holdings, LLC 401(k) Plan (IA) $245M · 1,120
National Education Association 401(k) Retirement Savings Plan (DC) $245M · 447
Energysolutions, LLC 401(k) Profit Sharing Plan (UT) $245M · 1,321
My Savings Plan (Union) (KY) $246M · 4,578

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 116,472 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).

Next read for Trimark Retirement Savings Plan

Filing takeaways

Ways to act on Trimark Retirement Savings Plan's numbers.

By total assets, Trimark Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Tmk Global Holdings, LLC's sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.