401(k) · DOL Form 5500 · 2024

Triumph Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
1,470
Participants Near avg headcount
91st
Percentile by assets National rank
$68,693
Avg per participant Below avg balance/head
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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.

  • #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.

#7,282
in Finance & Insurance (8,549 peers)
+26.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Triumph Financial, Inc. 401(k) Plan's outsized position by total assets

Triumph Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$100,978,880 Top 9% higher than 91% 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

Triumph Financial, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Triumph Financial, Inc. 401(k) Plan lands in the large band (1,470 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 200477066 · Triumph Financial, Inc. PY 2024 · 401(k)

Triumph Financial, Inc. 401(k) Plan · $101M · 1,470 · 91st

  • VS-ST $101M
  • VS-ST 1,470
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Bank-Fund Staff Federal Credit Union Employee Retirement Plan
  • VS-ST ind #7282

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 Finance & Insurance retirement plans → · Plans in Texas →

Triumph Financial, Inc. 401(k) Plan in the asset neighbourhood

Tuttle-Click Automotive Group Retirement PlanTuttle-Click Automotive Grou…$101MTriumph Financial, Inc. 401(k) PlanTriumph Financial, Inc. 401(…$101MBank-Fund Staff Federal Credit Union Employee Retirement PlanBank-Fund Staff Federal Cred…$101MNortheast Communications of Wi, Inc Dba NsightNortheast Communications of …$101MWilson Trailer Company Retirement Plan for Office EmployeesWilson Trailer Company Retir…$101M
End-of-year total assets ($M) among Triumph Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$101M
Net Income$21M
Employer EIN200477066
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triumph Financial, Inc.)

Sponsor-wide plan assets over time

All Triumph Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 59.19302712303748% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.4M $101M ▲ +59.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Triumph Financial, Inc. 401(k) Plan, Total assets ($B): 0.10097888 · Participants: 1470Triumph Financial, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Triumph Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Triumph Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Triumph Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bank-Fund Staff Federal Credit Union Employee Retirement Plan in DC ($101M); by covered participants it is Netscout Systems, Inc. 401(k) Plan in MA (1,470 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,470 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 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).
Which 401(k) plans cover a similar participant headcount to Triumph Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Netscout Systems, Inc. 401(k) Plan in MA (1,470 participants, $645M 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 200477066.

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.