401(k) · DOL Form 5500 · 2024

Trajector Medical, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
738
Participants Near avg headcount
64th
Percentile by assets National rank
$20,249
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trajector Holdings Savings Plan · Sponsored by Trajector Medical, LLC · Florida · Professional & Technical Services

$15M in assets, 738 participants

Trajector Medical, LLC's Trajector Holdings Savings Plan reported $15M in total assets and 738 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,806 in Professional & Technical Services (20,173 peers)

Trajector Medical, LLC multi-year trail

Trajector Medical, LLC's plans moved +216.5% in assets from 2022 to 2024; this filing shows Trajector Holdings Savings Plan at $15M / 738 participants.

#12,806
in Professional & Technical Services (20,173 peers)
+54.7%
assets growth YoY

Trajector Holdings Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Trajector Holdings Savings Plan vs every filed plan by assets

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

$14,943,830 Top 36% higher than 64% 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

Trajector Holdings Savings 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. Trajector Holdings Savings Plan sits mid-pack in the medium band (738 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trajector Holdings Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Trajector Holdings Savings Plan reported participants rose from 632 in the plan year 2023 filing to 738 in the plan year 2024 filing.
  • Trajector Holdings Savings Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471965243 · Trajector Medical, LLC PY 2024 · 401(k)

Trajector Holdings Savings Plan · $15M · 738 · 64th

  • BOY $15M
  • BOY 738
  • BOY 64th
  • BOY 401(k)
  • BOY near State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan
  • BOY ind #12806

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 Florida →

Trajector Holdings Savings Plan in the asset neighbourhood

Trajector Holdings Savings PlanTrajector Holdings Savings P…$15MState Fund Insurance Agency, Inc. 401(k) Profit Sharing PlanState Fund Insurance Agency,…$15MIndiana Rail Road Company 401(k) PlanIndiana Rail Road Company 40…$15MAcr Homes, Inc. 401(k) Profit Sharing Plan and TrustAcr Homes, Inc. 401(k) Profi…$15MInsight Service Group Inc 401(k) PlanInsight Service Group Inc 40…$15M
End-of-year total assets ($M) among Trajector Holdings Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trajector Medical, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trajector Medical, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 216.46898424667918% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $4.72M $14.9M ▲ +216.5%
Year Plans Participants Total Assets
2022 1 637 $5M
2023 1 632 $10M
2024 1 738 $15M

Trajector Medical, LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN471965243
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Trajector Holdings Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Trajector Holdings Savings Plan, Total assets ($B): 0.01494383 · Participants: 738Trajector Holdings Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Trajector Holdings Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trajector Holdings Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan in MA ($15M); by covered participants it is E. a. Renfroe & Company, Inc. 401(k) Plan in AL (738 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (738 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 Trajector Holdings Savings Plan assets move in 2024? ▼
Trajector Holdings Savings Plan surged - up 54.7% during 2024, from $10M to $15M. Reported net income was $5M.
How have Trajector Medical, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trajector Medical, LLC's sponsor-wide assets grew 216.5%, from $5M to $15M.
Which 401(k) plans are similar in size to Trajector Holdings Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan in MA ($15M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Trajector Holdings Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E. a. Renfroe & Company, Inc. 401(k) Plan in AL (738 participants, $30M 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 471965243.

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.