401(k) · DOL Form 5500 · 2022

Trillium Management, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
57
Participants Small participant base
73rd
Percentile by assets National rank
$277,850
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trillium 401(k) Plan · Sponsored by Trillium Management, LLC · New York · Finance & Insurance

$16M in assets, 57 participants

Trillium Management, LLC's Trillium 401(k) Plan reported $16M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,438 in Finance & Insurance (9,261 peers)

Trillium Management, LLC multi-year trail

Trillium Management, LLC's plans moved +64.3% in assets from 2022 to 2024; this filing shows Trillium 401(k) Plan at $16M / 57 participants.

#5,438
in Finance & Insurance (9,261 peers)
-17.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trillium 401(k) Plan's outsized position by total assets

Trillium 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,837,430 Top 27% higher than 73% of 139,123 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 2022

Trillium 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trillium 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 462344130 · Trillium Management, LLC PY 2022 · 401(k)

Trillium 401(k) Plan · $16M · 57 · 73rd

  • EIN $16M
  • RANK 57
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Nextier Retirement Savings Plan
  • 5500 ind #5438

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 New York →

Trillium 401(k) Plan in the asset neighbourhood

Trillium 401(k) Plan$16MNextier Retirement Savings PlanNextier Retirement Savings P…$16MCrown Bakeries Retirement PlanCrown Bakeries Retirement Pl…$16MScrs Association Retirement Savings PlanScrs Association Retirement …$16MFurniture Marketing Group, Inc. 401(k)/Profit Sharing PlanFurniture Marketing Group, I…$16M
End-of-year total assets ($M) among Trillium 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Trillium Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trillium Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 64.25498328958675% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.8M $26M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 57 $16M
2023 1 70 $21M
2024 1 96 $26M

Trillium Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN462344130
Plan Effective Date1998-07-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Trillium 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Trillium 401(k) Plan, Total assets ($B): 0.01583743 · Participants: 57Trillium 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Trillium 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trillium 401(k) Plan side-by-side with 3 peers →

Trillium 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nextier Retirement Savings Plan in PA ($16M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trillium 401(k) Plan assets move in 2022? ▼
Trillium 401(k) Plan declined sharply - down 17.9% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Trillium Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trillium Management, LLC's sponsor-wide assets grew 64.3%, from $16M to $26M.
Which 401(k) plans are similar in size to Trillium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nextier Retirement Savings Plan in PA ($16M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Trillium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462344130.

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.