401(k) · DOL Form 5500 · 2023

Trillium Management, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
70
Participants Small participant base
73rd
Percentile by assets National rank
$294,231
Avg per participant High balance/head
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Official DOL plan name: Trillium 401(k) Plan · Sponsored by Trillium Management, LLC · New York · Finance & Insurance

$21M in assets, 70 participants

Trillium Management, LLC's Trillium 401(k) Plan reported $21M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,306 in Finance & Insurance (8,869 peers)

Trillium Management, LLC multi-year trail

Trillium Management, LLC's plans moved +64.3% in assets from 2022 to 2024; this filing shows Trillium 401(k) Plan at $21M / 70 participants.

#5,306
in Finance & Insurance (8,869 peers)
+30.0%
assets growth YoY

Trillium 401(k) Plan's outsized position by total assets

Trillium 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,596,149 Top 27% higher than 73% of 127,068 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 2023

Trillium 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trillium 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trillium 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Trillium 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Trillium 401(k) Plan reported participants rose from 57 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462344130 · Trillium Management, LLC PY 2023 · 401(k)

Trillium 401(k) Plan · $21M · 70 · 73rd

  • 5500 $21M
  • 5500 70
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Casper Orthopaedic Associates, PC 401(k) Profit Sharing Plan
  • 5500 ind #5306

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 New York →

Trillium 401(k) Plan in the asset neighbourhood

Trillium 401(k) Plan$21MCasper Orthopaedic Associates, PC 401(k) Profit Sharing PlanCasper Orthopaedic Associate…$21MCasper Orthopaedic Associates, PC 401(k) Profit Sharing PlanCasper Orthopaedic Associate…$21MClaxton Poultry Farms Employees' Saving PlanClaxton Poultry Farms Employ…$21MJohnson Feed, Inc. 401(k) Profit Sharing PlanJohnson Feed, Inc. 401(k) Pr…$21M
End-of-year total assets ($M) among Trillium 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trillium Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trillium Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 64.25498328958675% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.8M $26M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 57 $16M
2023 1 70 $21M
2024 1 96 $26M

Trillium Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN462344130
Plan Effective Date1998-07-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Trillium 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trillium 401(k) Plan, Total assets ($B): 0.020596149 · Participants: 70Trillium 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Trillium 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trillium 401(k) Plan side-by-side with 3 peers →

Trillium 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Casper Orthopaedic Associates, PC 401(k) Profit Sharing Plan in WY ($21M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trillium 401(k) Plan assets move in 2023? ▼
Trillium 401(k) Plan surged - up 30.0% during 2023, from $16M to $21M. Reported net income was $5M.
How have Trillium Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trillium Management, LLC's sponsor-wide assets grew 64.3%, from $16M to $26M.
Which 401(k) plans are similar in size to Trillium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Casper Orthopaedic Associates, PC 401(k) Profit Sharing Plan in WY ($21M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Trillium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462344130.

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.