401(k) · DOL Form 5500 · 2023

Trellis Ware Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
231
Participants Below avg headcount
84th
Percentile by assets National rank
$193,339
Avg per participant Above avg balance/head
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Official DOL plan name: Trellisware Technologies 401(k) Retirement Plan · Sponsored by Trellis Ware Technologies, Inc. · California · Manufacturing

$45M in assets, 231 participants

Trellis Ware Technologies, Inc.'s Trellisware Technologies 401(k) Retirement Plan reported $45M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,510 in Manufacturing (18,722 peers)

Coverage in California

Trellisware Technologies 401(k) Retirement Plan covers 231 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $45M.

#14,510
in Manufacturing (18,722 peers)
+35.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Trellisware Technologies 401(k) Retirement Plan's outsized position by total assets

Trellisware Technologies 401(k) Retirement Plan vs every filed plan by assets

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

$44,661,356 Top 16% higher than 84% 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

Trellisware Technologies 401(k) Retirement 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. Trellisware Technologies 401(k) Retirement Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trellisware Technologies 401(k) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Trellisware Technologies 401(k) Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Trellisware Technologies 401(k) Retirement Plan reported participants rose from 222 in the plan year 2022 filing to 231 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330922364 · Trellis Ware Technologies, Inc. PY 2023 · 401(k)

Trellisware Technologies 401(k) Retirement Plan · $45M · 231 · 84th

  • TYPE $45M
  • NET 231
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Thrive Operations, LLC 401(k) Plan
  • SCH ind #14510

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 Manufacturing retirement plans → · Plans in California →

Trellisware Technologies 401(k) Retirement Plan in the asset neighbourhood

Entact, LLC 401(k) Savings PlanEntact, LLC 401(k) Savings P…$45MPatientcare 401(k) Savings PlanPatientcare 401(k) Savings P…$45MTrellisware Technologies 401(k) Retirement PlanTrellisware Technologies 401…$45MThrive Operations, LLC 401(k) PlanThrive Operations, LLC 401(k…$45MElm Street Development, Inc. 401(k) Profit Sharing PlanElm Street Development, Inc.…$45M
End-of-year total assets ($M) among Trellisware Technologies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$45M
Net Income$12M
Employer EIN330922364
Plan Effective Date2001-05-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Trellis Ware Technologies, Inc.)

Sponsor-wide plan assets over time

All Trellis Ware Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 51.45680495620043% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.9M $49.8M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 222 $33M
2023 1 231 $45M
2024 1 232 $50M

Nearby 401(k) Plans in California

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

Trellisware Technologies 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trellisware Technologies 401(k) Retirement Plan, Total assets ($B): 0.044661356 · Participants: 231Trellisware Technologies 401(k) Retirement 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
Trellisware Technologies 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trellisware Technologies 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Thrive Operations, LLC 401(k) Plan in MA ($45M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Trellisware Technologies 401(k) Retirement Plan assets move in 2023? ▼
Trellisware Technologies 401(k) Retirement Plan surged - up 35.9% during 2023, from $33M to $45M. Reported net income was $12M.
How have Trellis Ware Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trellis Ware Technologies, Inc.'s sponsor-wide assets grew 51.5%, from $33M to $50M.
Where does Trellisware Technologies 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Trellisware Technologies 401(k) Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trellisware Technologies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thrive Operations, LLC 401(k) Plan in MA ($45M, 733 participants).
Which 401(k) plans cover a similar participant headcount to Trellisware Technologies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 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 330922364.

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.