401(k) · DOL Form 5500 · 2022

Vitality Home Care, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
952
Participants Near avg headcount
67th
Percentile by assets National rank
$11,811
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trilogy 401(k) Plan · Sponsored by Vitality Home Care, Inc. · Florida · Other Services

$11M in assets, 952 participants

Vitality Home Care, Inc.'s Trilogy 401(k) Plan reported $11M in total assets and 952 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,806 in Other Services (8,398 peers)

What the 2022 filing shows

Trilogy 401(k) Plan holds $11M for 952 participants - about $11,811 per participant, above the median plan by assets.

#6,806
in Other Services (8,398 peers)
+1.6%
assets growth YoY

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

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

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

$11,243,879 Top 33% higher than 67% 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

Trilogy 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trilogy 401(k) Plan sits mid-pack in the medium band (952 participants).

Form 5500 schedule snapshot

Filing strip 812019673 · Vitality Home Care, Inc. PY 2022 · 401(k)

Trilogy 401(k) Plan · $11M · 952 · 67th

  • RANK $11M
  • PHOTO 952
  • IND 67th
  • EOY 401(k)
  • 5500 near Velir Studios 401(k) Plan
  • ASSETS ind #6806

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 Other Services retirement plans → · Plans in Florida →

Trilogy 401(k) Plan in the asset neighbourhood

Trilogy 401(k) Plan$11MVelir Studios 401(k) Plan$11MStates Logistics 401(k) Plan$11MMosites Construction Company Employees 401(k) Profit Sharing PlanMosites Construction Company…$11MHigh Grade 401(k) Retirement PlanHigh Grade 401(k) Retirement…$11M
End-of-year total assets ($M) among Trilogy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$172K
Employer EIN812019673
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vitality Home Care, Inc.)

Sponsor-wide plan assets over time

All Vitality Home Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $11.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 952 $11M
2023 1 1,064 N/A

Nearby 401(k) Plans in Florida

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

Trilogy 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Trilogy 401(k) Plan, Total assets ($B): 0.011243879 · Participants: 952Trilogy 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Trilogy 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trilogy 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Velir Studios 401(k) Plan in MA ($11M); by covered participants it is Hma Group Holdings, LLC 401(k) Plan in IA (952 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (952 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 Trilogy 401(k) Plan assets move in 2022? ▼
Trilogy 401(k) Plan edged up modestly - up 1.6% during 2022, from $11M to $11M. Reported net income was $172K.
Which 401(k) plans are similar in size to Trilogy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Velir Studios 401(k) Plan in MA ($11M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Trilogy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hma Group Holdings, LLC 401(k) Plan in IA (952 participants, $176M 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 812019673.

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.