401(k) · DOL Form 5500 · 2024

Trumark Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
398
Participants Below avg headcount
82nd
Percentile by assets National rank
$107,296
Avg per participant Below avg balance/head
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Official DOL plan name: Trumark Financial Credit Union Retirement Savings Plan · Sponsored by Trumark Financial Credit Union · Pennsylvania · Finance & Insurance

$43M in assets, 398 participants

Trumark Financial Credit Union's Trumark Financial Credit Union Retirement Savings Plan reported $43M in total assets and 398 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,196 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Trumark Financial Credit Union Retirement Savings Plan covers 398 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $43M.

#6,196
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trumark Financial Credit Union Retirement Savings Plan's outsized position by total assets

Trumark Financial Credit Union Retirement Savings Plan vs every filed plan by assets

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

$42,703,924 Top 18% higher than 82% 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

Trumark Financial Credit Union Retirement 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. Trumark Financial Credit Union Retirement Savings Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trumark Financial Credit Union Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Trumark Financial Credit Union Retirement Savings Plan reported participants rose from 364 in the plan year 2023 filing to 398 in the plan year 2024 filing.
  • Trumark Financial Credit Union Retirement Savings Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231357086 · Trumark Financial Credit Union PY 2024 · 401(k)

Trumark Financial Credit Union Retirement Savings Plan · $43M · 398 · 82nd

  • BOOK $43M
  • BOOK 398
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near Gardner Business Media, Inc. Employees' Savings Plan.
  • BOOK ind #6196

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 Pennsylvania →

Trumark Financial Credit Union Retirement Savings Plan in the asset neighbourhood

Gardner Business Media, Inc. Employees' Savings Plan.Gardner Business Media, Inc.…$43MCrescent Parts & Equipment Co., Inc. Employee Profit Sharing PlanCrescent Parts & Equipment C…$43MTrumark Financial Credit Union Retirement Savings PlanTrumark Financial Credit Uni…$43MIntest Corporation Incentive Savings PlanIntest Corporation Incentive…$43MDialamerica Marketing, LLC 401(k) Savings PlanDialamerica Marketing, LLC 4…$43M
End-of-year total assets ($M) among Trumark Financial Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN231357086
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trumark Financial Credit Union)

Sponsor-wide plan assets over time

All Trumark Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$43M 39.30274584846644% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.7M $42.7M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 359 $31M
2023 1 364 $37M
2024 1 398 $43M

Nearby 401(k) Plans in Pennsylvania

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

Trumark Financial Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Trumark Financial Credit Union Retirement Savings Plan, Total assets ($B): 0.042703924 · Participants: 398Trumark Financial Credit Union Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Trumark Financial Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Trumark Financial Credit Union Retirement Savings Plan side-by-side with 3 peers →

Trumark Financial Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Gardner Business Media, Inc. Employees' Savings Plan. in OH ($43M); by covered participants it is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Trumark Financial Credit Union Retirement Savings Plan assets move in 2024? ▼
Trumark Financial Credit Union Retirement Savings Plan grew sharply - up 16.6% during 2024, from $37M to $43M. Reported net income was $6M.
How have Trumark Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trumark Financial Credit Union's sponsor-wide assets grew 39.3%, from $31M to $43M.
Where does Trumark Financial Credit Union Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Trumark Financial Credit Union Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trumark Financial Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gardner Business Media, Inc. Employees' Savings Plan. in OH ($43M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Trumark Financial Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 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 231357086.

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.