401(k) · DOL Form 5500 · 2022

Trivista Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
400
Participants Below avg headcount
85th
Percentile by assets National rank
$91,564
Avg per participant Below avg balance/head
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Official DOL plan name: Trivista Companies, Inc. Employees' 401(k) Plan · Sponsored by Trivista Companies, Inc. · Iowa · Retail Trade

$37M in assets, 400 participants

Trivista Companies, Inc.'s Trivista Companies, Inc. Employees' 401(k) Plan reported $37M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,730 in Retail Trade (9,519 peers)

Where Trivista Companies, Inc. Employees' 401(k) Plan sits by assets

Trivista Companies, Inc. Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 400 participants (~$91,564/participant), up 3.0% in 2022.

#8,730
in Retail Trade (9,519 peers)
+3.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trivista Companies, Inc. Employees' 401(k) Plan's outsized position by total assets

Trivista Companies, Inc. Employees' 401(k) Plan vs every filed plan by assets

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

$36,625,566 Top 15% higher than 85% 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

Trivista Companies, Inc. Employees' 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. Trivista Companies, Inc. Employees' 401(k) Plan sits mid-pack in the medium band (400 participants).

Plan-year Form 5500 strip

Filing strip 821614059 · Trivista Companies, Inc. PY 2022 · 401(k)

Trivista Companies, Inc. Employees' 401(k) Plan · $37M · 400 · 85th

  • TYPE $37M
  • TYPE 400
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Ball Janik LLP 401(k) Profit Sharing Plan and Trust
  • TYPE ind #8730

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 Retail Trade retirement plans → · Plans in Iowa →

Trivista Companies, Inc. Employees' 401(k) Plan in the asset neighbourhood

Trivista Companies, Inc. Employees' 401(k) PlanTrivista Companies, Inc. Emp…$37MBall Janik LLP 401(k) Profit Sharing Plan and TrustBall Janik LLP 401(k) Profit…$37MBodine Electric Company Employee's Savings & Investment PlanBodine Electric Company Empl…$37MGoodrx, Inc. 401(k) Plan$37MC & I Engineering, Inc. Salary Savings PlanC & I Engineering, Inc. Sala…$37M
End-of-year total assets ($M) among Trivista Companies, Inc. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$37M
Net Income$1M
Employer EIN821614059
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trivista Companies, Inc.)

Sponsor-wide plan assets over time

All Trivista Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 20222024 $36.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 400 $37M
2024 1 40 N/A

Nearby 401(k) Plans in Iowa

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

Trivista Companies, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Trivista Companies, Inc. Employees' 401(k) Plan, Total assets ($B): 0.036625566 · Participants: 400Trivista Companies, Inc. Employees' 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Trivista Companies, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Trivista Companies, Inc. Employees' 401(k) Plan side-by-side with 3 peers →

Trivista Companies, Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ball Janik LLP 401(k) Profit Sharing Plan and Trust in FL ($37M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Trivista Companies, Inc. Employees' 401(k) Plan assets move in 2022? ▼
Trivista Companies, Inc. Employees' 401(k) Plan edged up modestly - up 3.0% during 2022, from $36M to $37M. Reported net income was $1M.
Where does Trivista Companies, Inc. Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Trivista Companies, Inc. Employees' 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trivista Companies, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ball Janik LLP 401(k) Profit Sharing Plan and Trust in FL ($37M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Trivista Companies, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants, $481K 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 821614059.

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.