A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?TRIUMPH MANAGEMENT COMPANY
TRIUMPH MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jul 22, 2026Verified current terms Not available
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan trails many peers on employer contributions and/or administrative costs.
21filing comparison
out of 100
out of 100
$327 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 1.3% of assets
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202521out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions19th percentileTypical peer $2,116 · based on 748 comparable plans
Lower reported administrative expense26th percentileTypical peer $85 · based on 683 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, TRIUMPH MANAGEMENT COMPANY reported $14,082 in employer contributions across this plan, or $327 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $14,082 $327 per active participant
- Participant contributions
- $145,921
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 8.8%
- Active participants
- 43 Small plan
- Total participants
- 48 56 at the beginning of the year
- Ending assets
- $2,420,474 $50,427 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $2,013,801
- Ending net assets
- $2,420,474
- Beginning liabilities
- $0
- Ending liabilities
- Not reported
- Total income
- $492,321
- Total expenses
- $85,648
- Administrative expenses
- $16,461 $343 per active participant
- Participant loans
- $32,284 1.3% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$327
2025
$343
2025
43
2025
$2,420,474
2025
1.3%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $327 | 43 | 2.4M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 1.3%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 953740912-002
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2018
- Industry
- Management of companies
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2J2K2F2G2R3D2T
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period Dec 31, 2025Triumph Financial, Inc. — 10-K filed 2026-02-11 ↗
Official filing · details not yet checkedWhat it says about employer contributions
mitations established by the Internal Revenue Code, which are matched by the Company equal to 100 % of the first 4 % of the compensation contributed. Expense related to the 401(k) matching contributions for the years ended December 31, 2025, 2024, and 2023 was $ 5,361,000 , $ 5,115,000 and $ 4,320,000 , respectively. NOTE 12 — INCOME TAXES Net income before income tax expense and significant components of income tax expense consisted of the following: Years Ended (Dollars in thousands) December 31, 2025 Net income before income tax expense $ 32,991 Income tax expense: Current Federal $ 884 State 457 Deferred Federal 4,939 State 1,332 Change in valuation allowance for deferred tax asset 20 Income tax expense $ 7,632 Years Ended December 31, (Dollars in thousands) 2024 2023 Income tax expens
What it says about vesting
2025 257,603 $ 49.68 Granted 91,552 54.38 Exercised ( 8,651 ) 37.00 Forfeited ( 9,503 ) 64.28 Expired ( 2,804 ) 70.50 Outstanding at December 31, 2025 328,197 $ 50.73 6.16 $ 4,914 Fully vested shares and shares expected to vest at December 31, 2025 328,197 $ 50.73 6.16 $ 4,914 Shares exercisable at December 31, 2025 173,976 $ 44.21 3.94 $ 3,876 Information related to the stock options for the years ended December 31, 2025, 2024, and 2023 was as follows: Year Ended December 31, (Dollars in thousands, except per share amounts) 2025 2024 2023 Aggregate intrinsic value of options exercised $ 230 $ 1,320 $ 723 Cash received from option exercises, net $ 320 $ 413 $ 144 Tax benefit realized from option exercises $ 48 $ 277 $ 152 Weighted average fair value of options granted (per share) $ 28.35 $
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260722165335NAL0012949425001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗