401(k) · DOL Form 5500 · 2023

Trendly, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
143
Participants Small participant base
26th
Percentile by assets National rank
$9,559
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trendly 401(k) Plan · Sponsored by Trendly, Inc. · New York · Retail Trade

$1M in assets, 143 participants

Trendly, Inc.'s Trendly 401(k) Plan reported $1M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,278 in Retail Trade (8,414 peers)

Coverage in New York

Trendly 401(k) Plan covers 143 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $1M.

#3,278
in Retail Trade (8,414 peers)
+17.1%
assets growth YoY

Trendly 401(k) Plan among the smaller filed plans by assets

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

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

$1,366,943 26th percentile higher than 26% 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

Trendly 401(k) 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. Trendly 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trendly 401(k) Plan reported net income rose from $160K in the plan year 2022 filing to $200K in the plan year 2023 filing.
  • Trendly 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Trendly 401(k) Plan reported participants rose from 132 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464520014 · Trendly, Inc. PY 2023 · 401(k)

Trendly 401(k) Plan · $1M · 143 · 26th

  • ASSETS $1M
  • ASSETS 143
  • ASSETS 26th
  • ASSETS 401(k)
  • ASSETS near Retirement Administration, Inc. Profit Sharing 401(k) Plan
  • ASSETS ind #3278

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 New York →

Trendly 401(k) Plan in the asset neighbourhood

Trendly 401(k) Plan$1MRetirement Administration, Inc. Profit Sharing 401(k) PlanRetirement Administration, I…$1MBarr & Mudford, LLP 401(k) Profit Sharing PlanBarr & Mudford, LLP 401(k) P…$1MEoa Telecom Group, Inc. Retirement PlanEoa Telecom Group, Inc. Reti…$1MPatient Guide Solutions 401(k) Retirement PlanPatient Guide Solutions 401(…$1M
End-of-year total assets ($M) among Trendly 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$200K
Employer EIN464520014
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trendly, Inc.)

Sponsor-wide plan assets over time

All Trendly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.801791026361606% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.17M $1.69M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 132 $1M
2023 1 143 $1M
2024 1 77 $2M

Nearby 401(k) Plans in New York

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

Trendly 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trendly 401(k) Plan, Total assets ($B): 0.001366943 · Participants: 143Trendly 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
Trendly 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trendly 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Retirement Administration, Inc. Profit Sharing 401(k) Plan in CA ($1M); by covered participants it is Hight Enterprises, Ltd 401(k) Savings Plan in CO (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Trendly 401(k) Plan assets move in 2023? ▼
Trendly 401(k) Plan grew sharply - up 17.1% during 2023, from $1M to $1M. Reported net income was $200K.
How have Trendly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trendly, Inc.'s sponsor-wide assets grew 44.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Trendly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Administration, Inc. Profit Sharing 401(k) Plan in CA ($1M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Trendly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hight Enterprises, Ltd 401(k) Savings Plan in CO (143 participants, $11M 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 464520014.

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.