Other · DOL Form 5500 · 2024
TRUMERIT Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $72,475
- Avg per participant Below avg balance/head
Official DOL plan name: Trumerit 403(b) Plan · Sponsored by TRUMERIT · Pennsylvania · Educational Services
$9M in assets, 121 participants
TRUMERIT's Trumerit 403(b) Plan reported $9M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #1,308 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Trumerit 403(b) Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.
- #1,308
- in Educational Services (3,638 peers)
- +13.1%
- assets growth YoY
Trumerit 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Trumerit 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,769,454 Top 47% higher than 53% 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
Trumerit 403(b) 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. Trumerit 403(b) Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trumerit 403(b) Plan reported participants rose from 93 in the plan year 2023 filing to 121 in the plan year 2024 filing.
- Trumerit 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Trumerit 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232026352 · TRUMERIT PY 2024 · Other
Trumerit 403(b) Plan · $9M · 121 · 53rd
- PCT $9M
- PCT 121
- PCT 53rd
- PCT Other
- PCT near Michigan Humane Society 403(b) Plan
- PCT ind #1308
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 Educational Services retirement plans → · Plans in Pennsylvania →
Trumerit 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 232026352 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (TRUMERIT)
Sponsor-wide plan assets over time
All TRUMERIT plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.16356503228791% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $6M |
| 2023 | 1 | 93 | $8M |
| 2024 | 1 | 121 | $9M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Trumerit 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Michigan Humane Society 403(b) Plan in MI ($9M); by covered participants it is Motivational Services in ME (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Motivational Services (ME) 121 · 0 off
- Goldey-Beacom College 403(b) Plan (DE) 121 · 0 off
- Educare of Washington, DC 403(b) Plan (DC) 121 · 0 off
- Asian Americans Advancing Justice - Los Angeles 403(b) Plan (CA) 121 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.