401(k) · DOL Form 5500 · 2023
Texas Guaranteed Student Loan Corporation D/B/a Trellis Company 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 316
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $221,680
- Avg per participant Above avg balance/head
Official DOL plan name: Trellis Company 401(k) Plan · Sponsored by Texas Guaranteed Student Loan Corporation D/B/a Trellis Company · Texas · Professional & Technical Services
$70M in assets, 316 participants
Texas Guaranteed Student Loan Corporation D/B/a Trellis Company's Trellis Company 401(k) Plan reported $70M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,252 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Trellis Company 401(k) Plan covers 316 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $70M.
- #18,252
- in Professional & Technical Services (20,321 peers)
- +7.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Trellis Company 401(k) Plan's outsized position by total assets
Trellis Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$70,051,025 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Trellis Company 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. Trellis Company 401(k) Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trellis Company 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Trellis Company 401(k) Plan reported participants fell from 408 in the plan year 2022 filing to 316 in the plan year 2023 filing.
- Trellis Company 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $70M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 742094204 · Texas Guaranteed Student Loan Corporation D/B/a Trellis Company PY 2023 · 401(k)
Trellis Company 401(k) Plan · $70M · 316 · 89th
- IND $70M
- IND 316
- IND 89th
- IND 401(k)
- IND near Bay Family of Companies 401(k) Plan
- IND ind #18252
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 Texas →
Trellis Company 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $5M |
| Employer EIN | 742094204 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Guaranteed Student Loan Corporation D/B/a Trellis Company)
Sponsor-wide plan assets over time
All Texas Guaranteed Student Loan Corporation D/B/a Trellis Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 10.159287750490341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $65M |
| 2023 | 1 | 316 | $70M |
| 2024 | 1 | 190 | $72M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Trellis Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Bay Family of Companies 401(k) Plan in WI ($70M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Bay Family of Companies 401(k) Plan (WI) $70M · 820
- Bel Brands USA 401(k) and Profit Sharing Plan (IL) $70M · 823
- The Retirement Plan for Associates of Metromont LLC (SC) $70M · 914
- Curium US LLC 401(k) Plan (MO) $70M · 513
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- Akin Ford 401(k) Employees Savings Plan (GA) 316 · 0 off
- Unitus Community Credit Union 401(k) Plan (OR) 316 · 0 off
- 4life Research, LLC 401(k) Plan (UT) 316 · 0 off
- Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust (GA) 316 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.