401(k) · DOL Form 5500 · 2023

The Tremont Group, Incorporated 401(k) Plan

Data updated 2026-08-11

$33M
Total assets
192
Participants
81st
Percentile by assets
$173,777
Avg per participant
PlainRetire home → About this data

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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$33M
total plan assets (2023 EOY)
192
covered participants
81st
percentile by assets (of 127,072 plans)
$173,777
avg assets per participant

Where The Tremont Group 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Manufacturing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Tremont Group 401(k) Profit Sharing Plan reports 192 participants - about 30% of that state average ($33M EOY assets).

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)

$20M$25M$30M$35M$40M 202220232024 $26M $38.4M ▲ +47.9%
Total plan assets by year, all The Tremont Group, Incorporated plans on file
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 ($B) Participants The Tremont Group 40…, Total assets ($B): 0.033365125 · Participants: 192The Tremont Group 40…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Tremont Group 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for The Tremont Group 401(k) Profit Sharing …

Filing takeaways

Ways to act on The Tremont Group 401(k) Profit Sharing Plan's numbers.

  • By total assets, The Tremont Group 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • The Tremont Group, Incorporated's sponsor-wide assets have grown 47.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.