401(k) · DOL Form 5500 · 2022

Trellance, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
132
Participants Small participant base
64th
Percentile by assets National rank
$73,640
Avg per participant Below avg balance/head
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Official DOL plan name: Trellance, Inc. 401(k) Profit Sharing Plan · Sponsored by Trellance, Inc. · Florida · Finance & Insurance

$10M in assets, 132 participants

Trellance, Inc.'s Trellance, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,420 in Finance & Insurance (9,261 peers)

Coverage in Florida

Trellance, Inc. 401(k) Profit Sharing Plan covers 132 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#4,420
in Finance & Insurance (9,261 peers)
+8.2%
assets growth YoY

Trellance, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Trellance, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,720,524 Top 36% higher than 64% 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

Trellance, Inc. 401(k) Profit Sharing 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. Trellance, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

DOL schedule card

Filing strip 592941216 · Trellance, Inc. PY 2022 · 401(k)

Trellance, Inc. 401(k) Profit Sharing Plan · $10M · 132 · 64th

  • 5500 $10M
  • 5500 132
  • 5500 64th
  • 5500 401(k)
  • 5500 near Thunder Bay Community Health Service 401(k) Plan
  • 5500 ind #4420

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 Florida →

Trellance, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trellance, Inc. 401(k) Profit Sharing PlanTrellance, Inc. 401(k) Profi…$10MThunder Bay Community Health Service 401(k) PlanThunder Bay Community Health…$10MAlec 401(k) Retirement Plan$10MReid Outpatient Surgery and Endoscopy 401(k) PlanReid Outpatient Surgery and …$10MClarity Management, LP 401(k) and Profit Sharing PlanClarity Management, LP 401(k…$10M
End-of-year total assets ($M) among Trellance, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$733K
Employer EIN592941216
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trellance, Inc.)

Sponsor-wide plan assets over time

All Trellance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 91.40073107169943% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.72M $18.6M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 132 $10M
2023 1 187 $15M
2024 1 163 $19M

Nearby 401(k) Plans in Florida

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

Trellance, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Trellance, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009720524 · Participants: 132Trellance, Inc. 401(k) Profit Sharing 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
Trellance, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trellance, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trellance, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Thunder Bay Community Health Service 401(k) Plan in MI ($10M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Trellance, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Trellance, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.2% during 2022, from $9M to $10M. Reported net income was $733K.
How have Trellance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trellance, Inc.'s sponsor-wide assets grew 91.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Trellance, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thunder Bay Community Health Service 401(k) Plan in MI ($10M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Trellance, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 592941216.

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.