401(k) · DOL Form 5500 · 2022
Trilogy Management Services, LLC 401(k) Plan
Data updated 2026-08-11
- $117M
- Total assets
- 15,007
- Participants
- 94th
- Percentile by assets
- $7,801
- Avg per participant
Official DOL plan name: Trilogy Management Services, LLC Retirement Savings Plan · Sponsored by Trilogy Management Services, LLC · Kentucky · Healthcare & Social Assistance
$117M in assets, 15,007 participants
Trilogy Management Services, LLC's Trilogy Management Services, LLC Retirement Savings Plan reported $117M in total assets and 15,007 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #18,944 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Trilogy Management Services, LLC Retirement Savings Plan covers 15,007 participants in Kentucky, 23x the typical Kentucky plan (state average ~647 per filing). Assets: $117M.
- $117M
- total plan assets (2022 EOY)
- 15,007
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $7,801
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Trilogy Management Services, LLC Retirement Savings Plan reports 15,007 participants - 23x that state average ($117M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$10M |
| Employer EIN | 320381871 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trilogy Management Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15,007 | $117M |
| 2023 | 1 | 15,915 | $158M |
| 2024 | 1 | 14,454 | $194M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Trilogy Management Services, LLC Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Scale composition for Trilogy Management Services, LLC Retirement Savings Plan
Trilogy Management Services, LLC Retirement Savings Plan reports $117M in end-of-year assets across 15,007 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $7,801 per participant (6% of the national average assets-per-participant) . Net income for plan year 2022 was -$10M.
This plan identity (EIN 320381871, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $117M to $194M (+65.5%) while covered participants moved from 15,007 to 14,454 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,007 | $117M | This page |
| 2023 | 15,915 | $158M | Open filing |
| 2024 · index core | 14,454 | $194M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Trilogy Management Services, LLC Retirement Savings Plan (401(k), $194M, 14,454 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trilogy Management Services, LLC Retirement Savings Plan by total assets, not by location.
- Essentra USA Deferred Savings Plan (IL) $117M · 1,319
- Future Group of Companies 401(k) Retirement Savings Plan (MS) $117M · 776
- Helen of Troy 401(k) Plan (TX) $117M · 1,407
- Radiance Technologies, Inc. 401(k) Profit Sharing Plan (AL) $117M · 950
Frequently Asked Questions
How did Trilogy Management Services, LLC Retirement Savings Plan assets move in 2022? ▼
How have Trilogy Management Services, LLC plan assets changed over time? ▼
Where does Trilogy Management Services, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Trilogy Management Services, LLC Retirement Savings Plan's numbers.
- By total assets, Trilogy Management Services, LLC Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Trilogy Management Services, LLC's sponsor-wide assets have grown 65.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans