401(k) · DOL Form 5500 · 2024

Trinity Management, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
230
Participants Below avg headcount
55th
Percentile by assets National rank
$41,015
Avg per participant Low balance/head
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Official DOL plan name: Trinity Management, LLC 401(k) Plan · Sponsored by Trinity Management, LLC · Massachusetts · Real Estate

$9M in assets, 230 participants

Trinity Management, LLC's Trinity Management, LLC 401(k) Plan reported $9M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,344 in Real Estate (4,605 peers)

Coverage in Massachusetts

Trinity Management, LLC 401(k) Plan covers 230 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#3,344
in Real Estate (4,605 peers)
+22.5%
assets growth YoY

Trinity Management, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$9,433,428 Top 45% higher than 55% 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, 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 Management, LLC 401(k) Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Management, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Trinity Management, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Trinity Management, LLC 401(k) Plan reported participants rose from 194 in the plan year 2023 filing to 230 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800768823 · Trinity Management, LLC PY 2024 · 401(k)

Trinity Management, LLC 401(k) Plan · $9M · 230 · 55th

  • EBSA $9M
  • EBSA 230
  • EBSA 55th
  • EBSA 401(k)
  • EBSA near Omada International, LLC 401(k) Savings Plan
  • EBSA ind #3344

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 Real Estate retirement plans → · Plans in Massachusetts →

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

Trinity Management, LLC 401(k) PlanTrinity Management, LLC 401(…$9MOmada International, LLC 401(k) Savings PlanOmada International, LLC 401…$9MCoordinated Services Management, Inc. 401(k) Retirement PlanCoordinated Services Managem…$9MCentury III, Inc. Retirement TrustCentury III, Inc. Retirement…$9MSt. Augustine Prep Retirement PlanSt. Augustine Prep Retiremen…$9M
End-of-year total assets ($M) among Trinity Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN800768823
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Management, LLC)

Sponsor-wide plan assets over time

All Trinity Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 50.56486796125617% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.27M $9.43M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 216 $6M
2023 1 194 $8M
2024 1 230 $9M

Nearby 401(k) Plans in Massachusetts

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

Trinity Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Trinity Management, LLC 401(k) Plan, Total assets ($B): 0.009433428 · Participants: 230Trinity Management, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Trinity Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Trinity Management, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Omada International, LLC 401(k) Savings Plan in WA ($9M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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, LLC 401(k) Plan assets move in 2024? ▼
Trinity Management, LLC 401(k) Plan grew sharply - up 22.5% during 2024, from $8M to $9M. Reported net income was $2M.
How have Trinity Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Management, LLC's sponsor-wide assets grew 50.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Trinity Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omada International, LLC 401(k) Savings Plan in WA ($9M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants, $39M 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 800768823.

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.