401(k) · DOL Form 5500 · 2024
Trinity Consultants, Inc. 401(k) Plan
Data updated 2026-08-11
- $236M
- Total assets
- 1,265
- Participants
- 95th
- Percentile by assets
- $186,298
- Avg per participant
Official DOL plan name: Trinity Consultants, Inc. Capital Accumulation Plan and Trust · Sponsored by Trinity Consultants, Inc. · Texas · Professional & Technical Services
$236M in assets, 1,265 participants
Trinity Consultants, Inc.'s Trinity Consultants, Inc. Capital Accumulation Plan and Trust reported $236M in total assets and 1,265 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #19,380 in Professional & Technical Services (20,173 peers)
Where Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits by assets
Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits in the top 5% of all filed plans by assets, $236M for 1,265 participants (~$186,298/participant), up 27.5% in 2024.
- $236M
- total plan assets (2024 EOY)
- 1,265
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $186,298
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust reported net income rose from $37M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust reported participants rose from 927 in the plan year 2023 filing to 1,265 in the plan year 2024 filing.
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust end-of-year assets rose from $185M in the plan year 2023 filing to $236M in the plan year 2024 filing.
Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs the 2024 asset distribution
By assets, Trinity Consultants, Inc. Capital Accumulation Plan and Trust outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $185M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | $51M |
| Employer EIN | 751685884 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity Consultants, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 726 | $148M |
| 2023 | 1 | 927 | $185M |
| 2024 | 1 | 1,265 | $236M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trinity Consultants, Inc. Capital Accumulation Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Trinity Consultants, Inc. Capital Accumulation Plan and Trust's numbers.
- By total assets, Trinity Consultants, Inc. Capital Accumulation Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Trinity Consultants, Inc.'s sponsor-wide assets have grown 59.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans