401(k) · DOL Form 5500 · 2023

Trellance, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
187
Participants Below avg headcount
67th
Percentile by assets National rank
$80,149
Avg per participant Below avg balance/head
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Official DOL plan name: Trellance, Inc. 401(k) Profit Sharing Plan · Sponsored by Trellance, Inc. · Florida · Finance & Insurance

$15M in assets, 187 participants

Trellance, Inc.'s Trellance, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 187 participants in its 2023 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.

  • #4,636 in Finance & Insurance (8,869 peers)

Coverage in Florida

Trellance, Inc. 401(k) Profit Sharing Plan covers 187 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#4,636
in Finance & Insurance (8,869 peers)
+54.2%
assets growth YoY

Trellance, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Trellance, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,987,940 Top 33% higher than 67% 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

Trellance, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trellance, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trellance, Inc. 401(k) Profit Sharing Plan reported net income rose from $733K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Trellance, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Trellance, Inc. 401(k) Profit Sharing Plan reported participants rose from 132 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592941216 · Trellance, Inc. PY 2023 · 401(k)

Trellance, Inc. 401(k) Profit Sharing Plan · $15M · 187 · 67th

  • TYPE $15M
  • TYPE 187
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Community Support Services, Inc. 401(k) Retirement Plan
  • TYPE ind #4636

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 Florida →

Trellance, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trellance, Inc. 401(k) Profit Sharing PlanTrellance, Inc. 401(k) Profi…$15MCommunity Support Services, Inc. 401(k) Retirement PlanCommunity Support Services, …$15MCardiovascular Consultants Heart Center, Inc. 401(k) PlanCardiovascular Consultants H…$15MMrm-Horizon Advisors, LLC 401(k) Profit Sharing PlanMrm-Horizon Advisors, LLC 40…$15MMrm-Horizon Advisors, LLC 401(k) Profit Sharing PlanMrm-Horizon Advisors, LLC 40…$15M
End-of-year total assets ($M) among Trellance, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN592941216
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trellance, Inc.)

Sponsor-wide plan assets over time

All Trellance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 91.40073107169943% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.72M $18.6M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 132 $10M
2023 1 187 $15M
2024 1 163 $19M

Nearby 401(k) Plans in Florida

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

Trellance, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Trellance, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01498794 · Participants: 187Trellance, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Trellance, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trellance, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trellance, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Community Support Services, Inc. 401(k) Retirement Plan in OH ($15M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.

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 Trellance, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Trellance, Inc. 401(k) Profit Sharing Plan surged - up 54.2% during 2023, from $10M to $15M. Reported net income was $4M.
How have Trellance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trellance, Inc.'s sponsor-wide assets grew 91.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Trellance, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Support Services, Inc. 401(k) Retirement Plan in OH ($15M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Trellance, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 participants, N/A 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 592941216.

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.