401(k) · DOL Form 5500 · 2024
J. Arthur Trudeau Memorial Center 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 467
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $27,436
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of J. Arthur Trudeau Memorial Center · Sponsored by J. Arthur Trudeau Memorial Center · Rhode Island · Healthcare & Social Assistance
$13M in assets, 467 participants
J. Arthur Trudeau Memorial Center's 403(b) Thrift Plan of J. Arthur Trudeau Memorial Center reported $13M in total assets and 467 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,229 in Healthcare & Social Assistance (16,916 peers)
Coverage in Rhode Island
403(b) Thrift Plan of J. Arthur Trudeau Memorial Center covers 467 participants in Rhode Island, about 32% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $13M.
- #11,229
- in Healthcare & Social Assistance (16,916 peers)
- +8.5%
- assets growth YoY
403(b) Thrift Plan of J. Arthur Trudeau Memorial Center's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of J. Arthur Trudeau Memorial Center vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,812,683 Top 39% higher than 61% 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
403(b) Thrift Plan of J. Arthur Trudeau Memorial Center 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. 403(b) Thrift Plan of J. Arthur Trudeau Memorial Center sits mid-pack in the medium band (467 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of J. Arthur Trudeau Memorial Center reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan of J. Arthur Trudeau Memorial Center reported participants rose from 413 in the plan year 2023 filing to 467 in the plan year 2024 filing.
- 403(b) Thrift Plan of J. Arthur Trudeau Memorial Center end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 050310093 · J. Arthur Trudeau Memorial Center PY 2024 · 401(k)
403(b) Thrift Plan of J. Arthur Trudeau Memorial Center · $13M · 467 · 61st
- 5500 $13M
- 5500 467
- 5500 61st
- 5500 401(k)
- 5500 near Severino Trucking Co. Inc. 401(k) Plan & Trust
- 5500 ind #11229
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 Healthcare & Social Assistance retirement plans → · Plans in Rhode Island →
403(b) Thrift Plan of J. Arthur Trudeau Memorial Center in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 050310093 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. Arthur Trudeau Memorial Center)
Sponsor-wide plan assets over time
All J. Arthur Trudeau Memorial Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 21.614830143645353% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $11M |
| 2023 | 1 | 413 | $12M |
| 2024 | 1 | 467 | $13M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
403(b) Thrift Plan of J. Arthur Trudeau Memorial Center's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Severino Trucking Co. Inc. 401(k) Plan & Trust in NH ($13M); by covered participants it is Flogistix, LP 401(k) Plan in OK (467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (467 participants); asset peers above are excluded.
- Flogistix, LP 401(k) Plan (OK) 467 · 0 off
- Rapid City Medical Center 401(k) Plan (SD) 467 · 0 off
- Slakey Brothers, Inc. Profit Sharing 401(k) Plan (CA) 467 · 0 off
- Itr Industries, Inc. & Affiliates 401(k) Profit Sharing Plan (NY) 467 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.