Profit Sharing · DOL Form 5500 · 2024

Trinity Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
582
Participants Below avg headcount
45th
Percentile by assets National rank
$10,192
Avg per participant Low balance/head
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Official DOL plan name: Trinity Management, Inc. 401(k) Plan · Sponsored by Trinity Management, Inc. · Alabama · Healthcare & Social Assistance

$6M in assets, 582 participants

Trinity Management, Inc.'s Trinity Management, Inc. 401(k) Plan reported $6M in total assets and 582 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,268 in Healthcare & Social Assistance (16,916 peers)

Trinity Management, Inc. multi-year trail

Trinity Management, Inc.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Trinity Management, Inc. 401(k) Plan at $6M / 582 participants.

#8,268
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY

Trinity Management, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Trinity Management, Inc. 401(k) Plan vs every filed plan by assets

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

$5,931,625 45th percentile higher than 45% 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

Trinity Management, Inc. 401(k) 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. Trinity Management, Inc. 401(k) Plan sits mid-pack in the medium band (582 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Management, Inc. 401(k) Plan reported net income rose from $368K in the plan year 2023 filing to $781K in the plan year 2024 filing.
  • Trinity Management, Inc. 401(k) Plan reported participants rose from 434 in the plan year 2023 filing to 582 in the plan year 2024 filing.
  • Trinity Management, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260015608 · Trinity Management, Inc. PY 2024 · Profit Sharing

Trinity Management, Inc. 401(k) Plan · $6M · 582 · 45th

  • EOY $6M
  • 5500 582
  • ASSETS 45th
  • PCT Profit Sharing
  • EIN near Dragon Trading, Inc. Profit Sharing Plan
  • RANK ind #8268

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 Alabama →

Trinity Management, Inc. 401(k) Plan in the asset neighbourhood

Trinity Management, Inc. 401(k) PlanTrinity Management, Inc. 401…$6MDragon Trading, Inc. Profit Sharing PlanDragon Trading, Inc. Profit …$6MDipiazza & Dipiazza Profit Sharing PlanDipiazza & Dipiazza Profit S…$6MSurgical Associates of Concord, P.C. Profit Sharing PlanSurgical Associates of Conco…$6MGary Stanton Md PC Profit Sharing PlanGary Stanton Md PC Profit Sh…$6M
End-of-year total assets ($M) among Trinity Management, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Trinity Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trinity Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 24.01383222159152% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.78M $5.93M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 333 $5M
2023 1 434 $5M
2024 1 582 $6M

Trinity Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$781K
Employer EIN260015608
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Trinity Management, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0102030405060 Total assets ($M) Participants Trinity Management, Inc. 401(k) Plan, Total assets ($M): 5.931625 · Participants: 582Trinity Management, Inc. 401(k) PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Trinity Management, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Trinity Management, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest Profit Sharing by assets is Dragon Trading, Inc. Profit Sharing Plan in NY ($6M); by covered participants it is Avantus Frozen Retirement Plan in VA (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 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 Trinity Management, Inc. 401(k) Plan assets move in 2024? ▼
Trinity Management, Inc. 401(k) Plan grew sharply - up 15.2% during 2024, from $5M to $6M. Reported net income was $781K.
How have Trinity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Management, Inc.'s sponsor-wide assets grew 24.0%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Trinity Management, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dragon Trading, Inc. Profit Sharing Plan in NY ($6M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Trinity Management, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Avantus Frozen Retirement Plan in VA (582 participants, $83M 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 260015608.

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.