401(k) · DOL Form 5500 · 2024

Trinity Business Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
117
Participants Small participant base
28th
Percentile by assets National rank
$15,090
Avg per participant Low balance/head
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Official DOL plan name: Trinity Business Group, LLC 401(k) Plan · Sponsored by Trinity Business Group, LLC · Louisiana · Construction

$2M in assets, 117 participants

Trinity Business Group, LLC's Trinity Business Group, LLC 401(k) Plan reported $2M in total assets and 117 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.

  • #2,412 in Construction (9,039 peers)

Coverage in Louisiana

Trinity Business Group, LLC 401(k) Plan covers 117 participants in Louisiana, about 24% of the average Louisiana filer (state average ~495 per filing). Assets: $2M.

#2,412
in Construction (9,039 peers)
+14.8%
assets growth YoY

Trinity Business Group, LLC 401(k) Plan among the smaller filed plans by assets

Trinity Business Group, LLC 401(k) Plan vs every filed plan by assets

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

$1,765,525 28th percentile higher than 28% 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 Business Group, LLC 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 Business Group, LLC 401(k) Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Business Group, LLC 401(k) Plan reported participants rose from 94 in the plan year 2023 filing to 117 in the plan year 2024 filing.
  • Trinity Business Group, LLC 401(k) Plan reported net income rose from $187K in the plan year 2023 filing to $228K in the plan year 2024 filing.
  • Trinity Business Group, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 274373635 · Trinity Business Group, LLC PY 2024 · 401(k)

Trinity Business Group, LLC 401(k) Plan · $2M · 117 · 28th

  • TYPE $2M
  • NET 117
  • BOOK 28th
  • VS-ST 401(k)
  • BOY near Timothy E. Phelan, M.D. 401(k) Profit Sharing Plan
  • SCH ind #2412

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 Construction retirement plans → · Plans in Louisiana →

Trinity Business Group, LLC 401(k) Plan in the asset neighbourhood

Trinity Business Group, LLC 401(k) PlanTrinity Business Group, LLC …$2MTimothy E. Phelan, M.D. 401(k) Profit Sharing PlanTimothy E. Phelan, M.D. 401(…$2MLightbulb Machine Inc. 401(k) PlanLightbulb Machine Inc. 401(k…$2MPortland Pediatric Group, LLP 401(k) Profit Sharing PlanPortland Pediatric Group, LL…$2MMsec, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Trinity Business Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$228K
Employer EIN274373635
Plan Effective Date2011-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Business Group, LLC)

Sponsor-wide plan assets over time

All Trinity Business Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.67383222324444% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.35M $1.77M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 117 $1M
2023 1 94 $2M
2024 1 117 $2M

Nearby 401(k) Plans in Louisiana

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

Trinity Business Group, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Trinity Business Group, LLC 401(k) Plan, Total assets ($B): 0.001765525 · Participants: 117Trinity Business Group, LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Trinity Business Group, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Trinity Business Group, LLC 401(k) Plan side-by-side with 3 peers →

Trinity Business Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Timothy E. Phelan, M.D. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Business Group, LLC 401(k) Plan assets move in 2024? ▼
Trinity Business Group, LLC 401(k) Plan grew at a solid clip - up 14.8% during 2024, from $2M to $2M. Reported net income was $228K.
How have Trinity Business Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Business Group, LLC's sponsor-wide assets grew 30.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Trinity Business Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Timothy E. Phelan, M.D. 401(k) Profit Sharing Plan in CA ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Business Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 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 274373635.

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.