401(k) · DOL Form 5500 · 2023

Trilogy Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
116
Participants Small participant base
70th
Percentile by assets National rank
$149,950
Avg per participant Above avg balance/head
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Official DOL plan name: Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Trilogy Financial Services, Inc. · California · Finance & Insurance

$17M in assets, 116 participants

Trilogy Financial Services, Inc.'s Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,952 in Finance & Insurance (8,869 peers)

Coverage in California

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,952
in Finance & Insurance (8,869 peers)
+31.7%
assets growth YoY

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

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

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

$17,394,204 Top 30% higher than 70% 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

Trilogy Financial Services, 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. Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 99 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330845526 · Trilogy Financial Services, Inc. PY 2023 · 401(k)

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan · $17M · 116 · 70th

  • IND $17M
  • IND 116
  • IND 70th
  • IND 401(k)
  • IND near Priority One Services, Inc. Retirement Plan
  • IND ind #4952

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 California →

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Fm Structural Plastic Technology, Inc. 401(k) Profit Sharing PlanFm Structural Plastic Techno…$17MTrilogy Financial Services, Inc. 401(k) Profit Sharing PlanTrilogy Financial Services, …$17MPriority One Services, Inc. Retirement PlanPriority One Services, Inc. …$17MScott Auto Group 401(k) Plan$17MSpudnik Equipment Company LLC 401(k) Profit Sharing PlanSpudnik Equipment Company LL…$17M
End-of-year total assets ($M) among Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN330845526
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trilogy Financial Services, Inc.)

Sponsor-wide plan assets over time

All Trilogy Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 65.30928676227043% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $21.8M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 99 $13M
2023 1 116 $17M
2024 1 115 $22M

Nearby 401(k) Plans in California

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

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017394204 · Participants: 116Trilogy Financial Services, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Priority One Services, Inc. Retirement Plan in VA ($17M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan surged - up 31.7% during 2023, from $13M to $17M. Reported net income was $4M.
How have Trilogy Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trilogy Financial Services, Inc.'s sponsor-wide assets grew 65.3%, from $13M to $22M.
Which 401(k) plans are similar in size to Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Priority One Services, Inc. Retirement Plan in VA ($17M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 330845526.

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.