401(k) · DOL Form 5500 · 2024

Triumph Financial, Inc. 401(k) Plan

Data updated 2026-08-11

$101M
Total assets: 1,470
Participants: 91st
Percentile by assets: $68,693
Avg per participant

Official DOL plan name: Triumph Financial, Inc. 401(k) Plan · Sponsored by Triumph Financial, Inc. · Texas · Finance & Insurance

$101M in assets, 1,470 participants

Triumph Financial, Inc.'s Triumph Financial, Inc. 401(k) Plan reported $101M in total assets and 1,470 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 123,622 plans)
#7,282 in Finance & Insurance (8,549 peers)

Coverage in Texas

Triumph Financial, Inc. 401(k) Plan covers 1,470 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $101M.

$101M
total plan assets (2024 EOY): 1,470
covered participants: 91st
percentile by assets (of 123,622 plans): $68,693
avg assets per participant

Triumph Financial, Inc. 401(k) Plan end-of-year assets rose from $80M in the plan year 2023 filing to $101M in the plan year 2024 filing.
Triumph Financial, Inc. 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Triumph Financial, Inc. 401(k) Plan reported participants rose from 1,440 in the plan year 2023 filing to 1,470 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Triumph Financial, Inc. 401(k) Plan reports 1,470 participants - 2.1x that state average ($101M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$80M
Net Assets (End of Year)	$101M
Net Income	$21M
Employer EIN	200477066
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Triumph Financial, Inc.)

Total plan assets by year, all Triumph Financial, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,239	$63M
2023	1	1,440	$80M
2024	1	1,470	$101M

Nearby 401(k) Plans in Texas

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

Triumph Financial, Inc. 401(k) Plan 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

Compare Triumph Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Triumph Financial, Inc. 401(k) Plan by total assets, not by location.

Bank-Fund Staff Federal Credit Union Employee Retirement Plan (DC) $101M · 348
Tuttle-Click Automotive Group Retirement Plan (CA) $101M · 1,206
Northeast Communications of Wi, Inc Dba Nsight (WI) $101M · 642
Wilson Trailer Company Retirement Plan for Office Employees (IA) $101M · 280

Frequently Asked Questions

How did Triumph Financial, Inc. 401(k) Plan assets move in 2024? ▼

Triumph Financial, Inc. 401(k) Plan grew sharply - up 26.1% during 2024, from $80M to $101M. Reported net income was $21M.

How have Triumph Financial, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Triumph Financial, Inc.'s sponsor-wide assets grew 59.2%, from $63M to $101M.

Where does Triumph Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Triumph Financial, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Triumph Financial, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bank-Fund Staff Federal Credit Union Employee Retirement Plan in DC ($101M, 348 participants).

Next read for Triumph Financial, Inc. 401(k) Plan

Filing takeaways

Ways to act on Triumph Financial, Inc. 401(k) Plan's numbers.

By total assets, Triumph Financial, Inc. 401(k) Plan ranks in the top 10% 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
Triumph Financial, Inc.'s sponsor-wide assets have grown 59.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 200477066.