401(k) · DOL Form 5500 · 2023

The Tremont Group, Incorporated 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
192
Participants Below avg headcount
81st
Percentile by assets National rank
$173,777
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Tremont Group 401(k) Profit Sharing Plan · Sponsored by The Tremont Group, Incorporated · California · Manufacturing

$33M in assets, 192 participants

The Tremont Group, Incorporated's The Tremont Group 401(k) Profit Sharing Plan reported $33M in total assets and 192 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.

  • #13,635 in Manufacturing (18,722 peers)

Coverage in California

The Tremont Group 401(k) Profit Sharing Plan covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $33M.

#13,635
in Manufacturing (18,722 peers)
+28.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Tremont Group 401(k) Profit Sharing Plan's outsized position by total assets

The Tremont Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$33,365,125 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

The Tremont Group 401(k) Profit Sharing 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. The Tremont Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Tremont Group 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Tremont Group 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680230147 · The Tremont Group, Incorporated PY 2023 · 401(k)

The Tremont Group 401(k) Profit Sharing Plan · $33M · 192 · 81st

  • EBSA $33M
  • PART 192
  • TYPE 81st
  • NET 401(k)
  • BOOK near Nyrstar Hourly 401(k) Plan
  • VS-ST ind #13635

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 Manufacturing retirement plans → · Plans in California →

The Tremont Group 401(k) Profit Sharing Plan in the asset neighbourhood

The Tremont Group 401(k) Profit Sharing PlanThe Tremont Group 401(k) Pro…$33MRetirement Savings Plan for Employees of Eramet Marietta, Inc.Retirement Savings Plan for …$33MIomsa, P.C. Retirement Plan$33MNyrstar Hourly 401(k) Plan$33MHelwig Carbon Products, Inc. Profit Sharing Retirement PlanHelwig Carbon Products, Inc.…$33M
End-of-year total assets ($M) among The Tremont Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN680230147
Plan Effective Date1990-10-24
Filing StatusFILING RECEIVED

Sponsor Plan History (The Tremont Group, Incorporated)

Sponsor-wide plan assets over time

All The Tremont Group, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$38M 47.83069801200786% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $26M $38.4M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 191 $26M
2023 1 192 $33M
2024 1 200 $38M

Nearby 401(k) Plans in California

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

The Tremont Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Tremont Group 401(k) Profit Sharing Plan, Total assets ($B): 0.033365125 · Participants: 192The Tremont Group 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Tremont Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Tremont Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Tremont Group 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 Nyrstar Hourly 401(k) Plan in TN ($33M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 The Tremont Group 401(k) Profit Sharing Plan assets move in 2023? ▼
The Tremont Group 401(k) Profit Sharing Plan grew sharply - up 28.5% during 2023, from $26M to $33M. Reported net income was $7M.
How have The Tremont Group, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tremont Group, Incorporated's sponsor-wide assets grew 47.8%, from $26M to $38M.
Where does The Tremont Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Tremont Group 401(k) Profit Sharing 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 The Tremont Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nyrstar Hourly 401(k) Plan in TN ($33M, 771 participants).
Which 401(k) plans cover a similar participant headcount to The Tremont Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 participants, N/A 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 680230147.

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.