401(k) · DOL Form 5500 · 2024
Trc Financial Insurance Svcs. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $296,883
- Avg per participant High balance/head
Official DOL plan name: Trc Financial Insurance Services Retirement Savings Plan · Sponsored by Trc Financial Insurance Svcs. · California · Finance & Insurance
$2M in assets, 6 participants
Trc Financial Insurance Svcs.'s Trc Financial Insurance Services Retirement Savings Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,494 in Finance & Insurance (8,549 peers)
Trc Financial Insurance Svcs. multi-year trail
Trc Financial Insurance Svcs.'s plans moved +47.6% in assets from 2022 to 2024; this filing shows Trc Financial Insurance Services Retirement Savings Plan at $2M / 6 participants.
- #1,494
- in Finance & Insurance (8,549 peers)
- +18.8%
- assets growth YoY
Trc Financial Insurance Services Retirement Savings Plan among the smaller filed plans by assets
Trc Financial Insurance Services Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,781,299 28th percentile higher than 28% 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
Trc Financial Insurance Services Retirement Savings 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. Trc Financial Insurance Services Retirement Savings Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trc Financial Insurance Services Retirement Savings Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Trc Financial Insurance Services Retirement Savings Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141892029 · Trc Financial Insurance Svcs. PY 2024 · 401(k)
Trc Financial Insurance Services Retirement Savings Plan · $2M · 6 · 28th
- BOOK $2M
- BOOK 6
- BOOK 28th
- BOOK 401(k)
- BOOK near 2gr Equity Trust
- BOOK ind #1494
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 California →
Trc Financial Insurance Services Retirement Savings Plan in the asset neighbourhood
Trc Financial Insurance Svcs. multi-year asset trail
Sponsor-wide plan assets over time
All Trc Financial Insurance Svcs. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 47.621545647262785% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 6 | $2M |
Trc Financial Insurance Svcs. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $282K |
| Employer EIN | 141892029 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Trc Financial Insurance Services Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 2gr Equity Trust in TX ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.