401(k) · DOL Form 5500 · 2024

North Trademark Finance Company, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
36th
Percentile by assets National rank
$676,718
Avg per participant High balance/head
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Official DOL plan name: North Trademark Finance Company, LLC 401(k) Profit Sharing Plan · Sponsored by North Trademark Finance Company, LLC · California · Other Services

$3M in assets, 5 participants

North Trademark Finance Company, LLC's North Trademark Finance Company, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,579 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, North Trademark Finance Company, LLC 401(k) Profit Sharing Plan ranks #4,579 of 7,719 2024 filers by assets (593% of the sector average)-$3M for 5 participants.

#4,579
in Other Services (7,719 peers)
+14.5%
assets growth YoY

North Trademark Finance Company, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

North Trademark Finance Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,383,590 36th percentile higher than 36% 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

North Trademark Finance Company, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Trademark Finance Company, LLC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Trademark Finance Company, LLC 401(k) Profit Sharing Plan reported net income rose from $192K in the plan year 2023 filing to $428K in the plan year 2024 filing.
  • North Trademark Finance Company, LLC 401(k) Profit Sharing Plan 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 201962892 · North Trademark Finance Company, LLC PY 2024 · 401(k)

North Trademark Finance Company, LLC 401(k) Profit Sharing Plan · $3M · 5 · 36th

  • SCH $3M
  • EBSA 5
  • PART 36th
  • TYPE 401(k)
  • NET near Alleghany Memorial Hospital 401(k) Plan
  • BOOK ind #4579

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 Other Services retirement plans → · Plans in California →

North Trademark Finance Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

North Trademark Finance Company, LLC 401(k) Profit Sharing PlanNorth Trademark Finance Comp…$3MAlleghany Memorial Hospital 401(k) PlanAlleghany Memorial Hospital …$3MHenry Elliott 401(k) Plan$3MNts Amega West 401(k) Plan$3MJ. D. Beam, Inc. Savings Plan$3M
End-of-year total assets ($M) among North Trademark Finance Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$428K
Employer EIN201962892
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Trademark Finance Company, LLC)

Sponsor-wide plan assets over time

All North Trademark Finance Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.471856835347694% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.76M $3.38M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $3M

Nearby 401(k) Plans in California

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

North Trademark Finance Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants North Trademark Finance Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00338359 · Participants: 5North Trademark Finance Company, LLC 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
North Trademark Finance Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare North Trademark Finance Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

North Trademark Finance Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alleghany Memorial Hospital 401(k) Plan in NC ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (5 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 North Trademark Finance Company, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
North Trademark Finance Company, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $3M to $3M. Reported net income was $428K.
How have North Trademark Finance Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Trademark Finance Company, LLC's sponsor-wide assets grew 22.5%, from $3M to $3M.
Which 401(k) plans are similar in size to North Trademark Finance Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alleghany Memorial Hospital 401(k) Plan in NC ($3M, 119 participants).
Which 401(k) plans cover a similar participant headcount to North Trademark Finance Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 201962892.

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.