401(k) · DOL Form 5500 · 2022

Trilogy Federal, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
131
Participants Small participant base
67th
Percentile by assets National rank
$83,192
Avg per participant Below avg balance/head
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Official DOL plan name: Trilogy Federal, LLC 401(k) P/S Plan · Sponsored by Trilogy Federal, LLC · Virginia · Professional & Technical Services

$11M in assets, 131 participants

Trilogy Federal, LLC's Trilogy Federal, LLC 401(k) P/S Plan reported $11M in total assets and 131 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.

  • #14,165 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Trilogy Federal, LLC 401(k) P/S Plan covers 131 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#14,165
in Professional & Technical Services (21,562 peers)
+4.4%
assets growth YoY

Trilogy Federal, LLC 401(k) P/S Plan's outsized position by total assets

Trilogy Federal, LLC 401(k) P/S Plan vs every filed plan by assets

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

$10,898,110 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 Federal, LLC 401(k) P/S 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 Federal, LLC 401(k) P/S Plan sits mid-pack in the medium band (131 participants).

EBSA filing schedule strip

Filing strip 264435075 · Trilogy Federal, LLC PY 2022 · 401(k)

Trilogy Federal, LLC 401(k) P/S Plan · $11M · 131 · 67th

  • PCT $11M
  • PCT 131
  • PCT 67th
  • PCT 401(k)
  • PCT near Meyer,Borgman & Johnson, Inc. Profit Sharing & 401(k) Plan
  • PCT ind #14165

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Trilogy Federal, LLC 401(k) P/S Plan in the asset neighbourhood

Trilogy Federal, LLC 401(k) P/S PlanTrilogy Federal, LLC 401(k) …$11MMeyer,Borgman & Johnson, Inc. Profit Sharing & 401(k) PlanMeyer,Borgman & Johnson, Inc…$11MDamar Services Inc. 401(k) Retirement PlanDamar Services Inc. 401(k) R…$11MHexcel Corporation Voluntary Savings Plan for Kent Union EmployeesHexcel Corporation Voluntary…$11MEustis Mortgage Corporation Incentive Retirement PlanEustis Mortgage Corporation …$11M
End-of-year total assets ($M) among Trilogy Federal, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$460K
Employer EIN264435075
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trilogy Federal, LLC)

Sponsor-wide plan assets over time

All Trilogy Federal, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 70.95730360585459% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.9M $18.6M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 131 $11M
2023 1 172 $15M
2024 1 184 $19M

Nearby 401(k) Plans in Virginia

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

Trilogy Federal, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Trilogy Federal, LLC 401(k) P/S Plan, Total assets ($B): 0.01089811 · Participants: 131Trilogy Federal, LLC 401(k) P/S PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Trilogy Federal, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Trilogy Federal, LLC 401(k) P/S Plan side-by-side with 3 peers →

Trilogy Federal, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Meyer,Borgman & Johnson, Inc. Profit Sharing & 401(k) Plan in MN ($11M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Federal, LLC 401(k) P/S Plan assets move in 2022? ▼
Trilogy Federal, LLC 401(k) P/S Plan edged up modestly - up 4.4% during 2022, from $10M to $11M. Reported net income was $460K.
How have Trilogy Federal, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trilogy Federal, LLC's sponsor-wide assets grew 71.0%, from $11M to $19M.
Which 401(k) plans are similar in size to Trilogy Federal, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meyer,Borgman & Johnson, Inc. Profit Sharing & 401(k) Plan in MN ($11M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Trilogy Federal, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 264435075.

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.