401(k) · DOL Form 5500 · 2024
Trout, Ebersole & Groff, LLP 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $302,040
- Avg per participant High balance/head
Official DOL plan name: Trout Ebersole & Groff, LLP Retirement Savings Plan · Sponsored by Trout, Ebersole & Groff, LLP · Pennsylvania · Professional & Technical Services
$39M in assets, 129 participants
Trout, Ebersole & Groff, LLP's Trout Ebersole & Groff, LLP Retirement Savings Plan reported $39M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,454 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Trout Ebersole & Groff, LLP Retirement Savings Plan covers 129 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.
- #16,454
- in Professional & Technical Services (20,173 peers)
- +10.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Trout Ebersole & Groff, LLP Retirement Savings Plan's outsized position by total assets
Trout Ebersole & Groff, LLP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,963,152 Top 19% higher than 81% 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
Trout Ebersole & Groff, LLP Retirement Savings 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. Trout Ebersole & Groff, LLP Retirement Savings Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trout Ebersole & Groff, LLP Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Trout Ebersole & Groff, LLP Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Trout Ebersole & Groff, LLP Retirement Savings Plan reported participants fell from 132 in the plan year 2023 filing to 129 in the plan year 2024 filing.
DOL schedule card
Filing strip 231551315 · Trout, Ebersole & Groff, LLP PY 2024 · 401(k)
Trout Ebersole & Groff, LLP Retirement Savings Plan · $39M · 129 · 81st
- EBSA $39M
- PART 129
- TYPE 81st
- NET 401(k)
- BOOK near Schenck USA Savings and Investment Plan
- VS-ST ind #16454
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Trout Ebersole & Groff, LLP Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 231551315 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trout, Ebersole & Groff, LLP)
Sponsor-wide plan assets over time
All Trout, Ebersole & Groff, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 38.45123691340121% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $28M |
| 2023 | 1 | 132 | $35M |
| 2024 | 1 | 129 | $39M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Trout Ebersole & Groff, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Schenck USA Savings and Investment Plan in NY ($39M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Schenck USA Savings and Investment Plan (NY) $39M · 160
- Rexair LLC Retirement Savings & Investment Plan (MI) $39M · 222
- The Morning Consult LLC 401(k)) Profit Sharing Plan (DC) $39M · 450
- Super Center Concepts, Inc. 401(k) Plan (CA) $39M · 3,931
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Howard's Appliances 401(k) Plan (CA) 129 · 0 off
- Wellframe 401(k) Plan (MA) 129 · 0 off
- Prkk, LLC Retirement Trust (NM) 129 · 0 off
- Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust (FL) 129 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.