401(k) · DOL Form 5500 · 2022
Trilogy Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 15,007
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $7,801
- Avg per participant Low balance/head
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.
- #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.
- #18,944
- in Healthcare & Social Assistance (20,060 peers)
- -8.0%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
Trilogy Management Services, LLC Retirement Savings Plan's outsized position by total assets
Trilogy Management Services, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$117,076,596 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Trilogy Management Services, LLC Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trilogy Management Services, LLC Retirement Savings Plan is a mega filing (15,007 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 320381871 · Trilogy Management Services, LLC PY 2022 · 401(k)
Trilogy Management Services, LLC Retirement Savings Plan · $117M · 15,007 · 94th
- EBSA $117M
- PART 15,007
- TYPE 94th
- NET 401(k)
- BOOK near Essentra USA Deferred Savings Plan
- VS-ST ind #18944
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Trilogy Management Services, LLC Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trilogy Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $194M 65.48508123690237% vs 2022
- 2024 filing year
| 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.
- 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)
Trilogy Management Services, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Essentra USA Deferred Savings Plan in IL ($117M); by covered participants it is Henry Ford Health System Ambassador 403(b) Plan in MI (14,988 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (15,007 participants); asset peers above are excluded.
- Henry Ford Health System Ambassador 403(b) Plan (MI) 14,988 · 19 off
- Jacobs 401(k) Plus Savings Plan (TX) 15,035 · 28 off
- Chubb US 401(k) Plan (PA) 14,977 · 30 off
- Bright Horizons 401(k) Plan (MA) 15,039 · 32 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.