Profit Sharing · DOL Form 5500 · 2023

Trim-Lok, Inc. Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
239
Participants Below avg headcount
65th
Percentile by assets National rank
$56,380
Avg per participant Low balance/head
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Official DOL plan name: Trim-Lok, Inc. 401(k) Plan · Sponsored by Trim-Lok, Inc. · California · Manufacturing

$13M in assets, 239 participants

Trim-Lok, Inc.'s Trim-Lok, Inc. 401(k) Plan reported $13M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,887 in Manufacturing (18,722 peers)

Coverage in California

Trim-Lok, Inc. 401(k) Plan covers 239 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $13M.

#9,887
in Manufacturing (18,722 peers)
+26.4%
assets growth YoY

Trim-Lok, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Trim-Lok, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,474,901 Top 35% higher than 65% of 127,068 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 2023

Trim-Lok, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trim-Lok, Inc. 401(k) Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trim-Lok, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Trim-Lok, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Trim-Lok, Inc. 401(k) Plan reported participants rose from 211 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952748901 · Trim-Lok, Inc. PY 2023 · Profit Sharing

Trim-Lok, Inc. 401(k) Plan · $13M · 239 · 65th

  • ASSETS $13M
  • PCT 239
  • EIN 65th
  • RANK Profit Sharing
  • PHOTO near Henderson Behavioral Health Inc Revenue Sharing Plan
  • IND ind #9887

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 Manufacturing retirement plans → · Plans in California →

Trim-Lok, Inc. 401(k) Plan in the asset neighbourhood

Center Management Services Inc. Profit Sharing PlanCenter Management Services I…$14MNephrology Associates of Lancaster, Ltd Profit Sharing Plan and TrustNephrology Associates of Lan…$13MTrim-Lok, Inc. 401(k) Plan$13MHenderson Behavioral Health Inc Revenue Sharing PlanHenderson Behavioral Health …$13MCity Harvest Inc. 403(b) Plan$13M
End-of-year total assets ($M) among Trim-Lok, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN952748901
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trim-Lok, Inc.)

Sponsor-wide plan assets over time

All Trim-Lok, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 26.355362274972105% vs 2022
2023 filing year
$10M$11M$12M$13M$14M 20222023 $10.7M $13.5M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 211 $11M
2023 1 239 $13M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Trim-Lok, Inc. 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Trim-Lok, Inc. 401(k) Plan, Total assets ($B): 0.013474901 · Participants: 239Trim-Lok, Inc. 401(k) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Trim-Lok, Inc. 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Trim-Lok, Inc. 401(k) Plan side-by-side with 3 peers →

Trim-Lok, Inc. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Henderson Behavioral Health Inc Revenue Sharing Plan in FL ($13M); by covered participants it is Mahaska Bottling Company 401(k) Plan in IA (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trim-Lok, Inc. 401(k) Plan assets move in 2023? ▼
Trim-Lok, Inc. 401(k) Plan grew sharply - up 26.4% during 2023, from $11M to $13M. Reported net income was $3M.
How have Trim-Lok, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trim-Lok, Inc.'s sponsor-wide assets grew 26.4%, from $11M to $13M.
Which Profit Sharing plans are similar in size to Trim-Lok, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Henderson Behavioral Health Inc Revenue Sharing Plan in FL ($13M, 494 participants).
Which Profit Sharing plans cover a similar participant headcount to Trim-Lok, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mahaska Bottling Company 401(k) Plan in IA (239 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952748901.

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.