401(k) · DOL Form 5500 · 2024
Trail Ridge Wealth Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $214,796
- Avg per participant Above avg balance/head
Official DOL plan name: Trail Ridge Wealth Management Retirement Plan · Sponsored by Trail Ridge Wealth Management, Inc. · Colorado · Finance & Insurance
$2M in assets, 11 participants
Trail Ridge Wealth Management, Inc.'s Trail Ridge Wealth Management Retirement Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #1,711 in Finance & Insurance (8,549 peers)
Trail Ridge Wealth Management, Inc. multi-year trail
Trail Ridge Wealth Management, Inc.'s plans moved +52.2% in assets from 2022 to 2024; this filing shows Trail Ridge Wealth Management Retirement Plan at $2M / 11 participants.
- #1,711
- in Finance & Insurance (8,549 peers)
- +17.2%
- assets growth YoY
Trail Ridge Wealth Management Retirement Plan among the smaller filed plans by assets
Trail Ridge Wealth Management Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,362,754 31st percentile higher than 31% 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
Trail Ridge Wealth Management Retirement 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. Trail Ridge Wealth Management Retirement Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trail Ridge Wealth Management Retirement Plan reported net income fell from $463K in the plan year 2023 filing to $347K in the plan year 2024 filing.
- Trail Ridge Wealth Management Retirement Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Trail Ridge Wealth Management Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 813540734 · Trail Ridge Wealth Management, Inc. PY 2024 · 401(k)
Trail Ridge Wealth Management Retirement Plan · $2M · 11 · 31st
- RANK $2M
- PHOTO 11
- IND 31st
- EOY 401(k)
- 5500 near Adgeo, Inc 401(k)
- ASSETS ind #1711
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 Colorado →
Trail Ridge Wealth Management Retirement Plan in the asset neighbourhood
Trail Ridge Wealth Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Trail Ridge Wealth Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 52.22557243547619% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $2M |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 11 | $2M |
Trail Ridge Wealth Management, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $347K |
| Employer EIN | 813540734 |
| Plan Effective Date | 2016-09-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Trail Ridge Wealth Management Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Adgeo, Inc 401(k) in MO ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Adgeo, Inc 401(k) (MO) $2M · 5
- Spectrum Geological Services, P.C. 401(k) Plan (NY) $2M · 14
- Johnstone Adams, LLC Retirement Plan (AL) $2M · 27
- Stamtec, Inc. 401(k) Plan (TN) $2M · 20
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 (MI) 11 · 0 off
- Partners Bancorp 401(k) Plan (DE) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
- Tiny Frog Technologies 401(k) Plan (CA) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.