401(k) · DOL Form 5500 · 2024

Trinity Accounting Group, P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
23
Participants Small participant base
44th
Percentile by assets National rank
$243,114
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan · Sponsored by Trinity Accounting Group, P.C. · Georgia · Professional & Technical Services

$6M in assets, 23 participants

Trinity Accounting Group, P.C.'s Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan reported $6M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,419 in Professional & Technical Services (20,173 peers)

Trinity Accounting Group, P.C. multi-year trail

Trinity Accounting Group, P.C.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan at $6M / 23 participants.

#8,419
in Professional & Technical Services (20,173 peers)
+3.4%
assets growth YoY

Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,591,614 44th percentile higher than 44% 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

Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan reported net income fell from $973K in the plan year 2023 filing to $186K in the plan year 2024 filing.
  • Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 582143152 · Trinity Accounting Group, P.C. PY 2024 · 401(k)

Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan · $6M · 23 · 44th

  • ASSETS $6M
  • PCT 23
  • EIN 44th
  • RANK 401(k)
  • PHOTO near One to One Health 401(k) Plan
  • IND ind #8419

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 Georgia →

Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Trinity Accounting Group, P.C. 401(k) Profit Sharing PlanTrinity Accounting Group, P.…$6MOne to One Health 401(k) Plan$6MFrohnmayer Deatherage Jamieson Moore Armosino & Mcgovern PC 401(k) Profit Sharing Plan & TrustFrohnmayer Deatherage Jamies…$6MLapin & Landa, L.L.P. 401(k) Profit Sharing PlanLapin & Landa, L.L.P. 401(k)…$6MForbes, Hever & Wallace, Inc. 401(k) Profit SharingForbes, Hever & Wallace, Inc…$6M
End-of-year total assets ($M) among Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trinity Accounting Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Trinity Accounting Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.15387322736158% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.43M $5.59M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 20 $5M
2024 1 23 $6M

Trinity Accounting Group, P.C. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$186K
Employer EIN582143152
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.005591614 · Participants: 23Trinity Accounting Group, P.C. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is One to One Health 401(k) Plan in TN ($6M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan edged up modestly - up 3.4% during 2024, from $5M to $6M. Reported net income was $186K.
How have Trinity Accounting Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Accounting Group, P.C.'s sponsor-wide assets grew 26.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is One to One Health 401(k) Plan in TN ($6M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Accounting Group, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 582143152.

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.