401(k) · DOL Form 5500 · 2024

Trm Mgmt Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 1
Participants Small participant base: 33rd
Percentile by assets National rank: $2.8M
Avg per participant High balance/head

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Official DOL plan name: Trm Management 401(k) Trust · Sponsored by Trm Mgmt Inc · California · Finance & Insurance

$3M in assets, 1 participants

Trm Mgmt Inc's Trm Management 401(k) Trust reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#1,854 in Finance & Insurance (8,549 peers)

Trm Mgmt Inc multi-year trail

Trm Mgmt Inc's plans moved +20.3% in assets from 2022 to 2024; this filing shows Trm Management 401(k) Trust at $3M / 1 participant.

#1,854
in Finance & Insurance (8,549 peers): +10.4%
assets growth YoY

Trm Management 401(k) Trust among the smaller filed plans by assets

Trm Management 401(k) Trust vs every filed plan by assets

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

$2,847,725 33rd percentile higher than 33% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trm Management 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trm Management 401(k) Trust is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Trm Management 401(k) Trust reported net income rose from $211K in the plan year 2023 filing to $269K in the plan year 2024 filing.
Trm Management 401(k) Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 852813397 · Trm Mgmt Inc PY 2024 · 401(k)

Trm Management 401(k) Trust · $3M · 1 · 33rd

PHOTO $3M
PHOTO 1
PHOTO 33rd
PHOTO 401(k)
PHOTO near Buddeez, Inc. Retirement Plan
PHOTO ind #1854

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 Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Trm Management 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trm Mgmt Inc multi-year asset trail

Latest sponsor-wide plan assets: $3M 20.263177121099567% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	1	$3M
2024	1	1	$3M

Trm Mgmt Inc filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$269K
Employer EIN	852813397
Plan Effective Date	2020-09-02
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Trm Management 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Trm Management 401(k) Trust side-by-side with 3 peers →

Trm Management 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Buddeez, Inc. Retirement Plan in MO ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Buddeez, Inc. Retirement Plan (MO) $3M · 135
Lower Columbia Community Action Council 401(k) Plan (WA) $3M · 38
Kickapoo Tribe in Kansas Employees Retirement Plan (KS) $3M · 211
E.P. Brady, Ltd. Profit Sharing Plan (TX) $3M · 29

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off

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 Trm Management 401(k) Trust assets move in 2024? ▼

Trm Management 401(k) Trust grew at a solid clip - up 10.4% during 2024, from $3M to $3M. Reported net income was $269K.

How have Trm Mgmt Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trm Mgmt Inc's sponsor-wide assets grew 20.3%, from $2M to $3M.

Which 401(k) plans are similar in size to Trm Management 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by assets is Buddeez, Inc. Retirement Plan in MO ($3M, 135 participants).

Which 401(k) plans cover a similar participant headcount to Trm Management 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 852813397.