401(k) · DOL Form 5500 · 2024
Trident Fund 1 LLC 401(k) Plan
Data updated 2026-08-25
- $870K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $290,163
- Avg per participant High balance/head
Official DOL plan name: Trident Fund 1 LLC 401(k) Plan · Sponsored by Trident Fund 1 LLC · California · Real Estate
$870K in assets, 3 participants
Trident Fund 1 LLC's Trident Fund 1 LLC 401(k) Plan reported $870K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,767 in Real Estate (4,605 peers)
What the 2024 filing shows
Trident Fund 1 LLC 401(k) Plan holds $870K for 3 participants - about $290,163 per participant, among the smaller plans by assets on file.
- #1,767
- in Real Estate (4,605 peers)
- +1.6%
- assets growth YoY
Trident Fund 1 LLC 401(k) Plan among the smaller filed plans by assets
Trident Fund 1 LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$870,490 22nd percentile higher than 22% 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
Trident Fund 1 LLC 401(k) 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. Trident Fund 1 LLC 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trident Fund 1 LLC 401(k) Plan end-of-year assets rose from $857K in the plan year 2023 filing to $870K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 432027222 · Trident Fund 1 LLC PY 2024 · 401(k)
Trident Fund 1 LLC 401(k) Plan · $870K · 3 · 22nd
- EBSA $870K
- EBSA 3
- EBSA 22nd
- EBSA 401(k)
- EBSA near Rod C. Chew Insurance Agency, Inc 401(k) Plan
- EBSA ind #1767
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 California →
Trident Fund 1 LLC 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $857K |
|---|---|
| Net Assets (End of Year) | $870K |
| Net Income | $14K |
| Employer EIN | 432027222 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trident Fund 1 LLC)
Sponsor-wide plan assets over time
All Trident Fund 1 LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $870K 1.622238773561337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $857K |
| 2023 | 1 | 3 | $857K |
| 2024 | 1 | 3 | $870K |
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
Trident Fund 1 LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Rod C. Chew Insurance Agency, Inc 401(k) Plan in OK ($870K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($870K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.