401(k) · DOL Form 5500 · 2023

Trove Brands, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 177
Participants Small participant base: 56th
Percentile by assets National rank: $50,310
Avg per participant Low balance/head

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Official DOL plan name: Trove Brands 401(k) Plan · Sponsored by Trove Brands, LLC · Utah · Manufacturing

$9M in assets, 177 participants

Trove Brands, LLC's Trove Brands 401(k) Plan reported $9M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

#7,804 in Manufacturing (18,722 peers)

Coverage in Utah

Trove Brands 401(k) Plan covers 177 participants in Utah, about 30% of the average Utah filer (state average ~592 per filing). Assets: $9M.

#7,804
in Manufacturing (18,722 peers): +38.4%
assets growth YoY

Trove Brands 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Trove Brands 401(k) Plan vs every filed plan by assets

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

$8,904,956 Top 44% higher than 56% 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

Trove Brands 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. Trove Brands 401(k) Plan sits mid-pack in the medium band (177 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Trove Brands 401(k) Plan reported net income rose from -$706K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Trove Brands 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Trove Brands 401(k) Plan reported participants rose from 152 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870663411 · Trove Brands, LLC PY 2023 · 401(k)

Trove Brands 401(k) Plan · $9M · 177 · 56th

TYPE $9M
NET 177
BOOK 56th
VS-ST 401(k)
BOY near Ostendo Technologies, Inc. 401(k) Plan
SCH ind #7804

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 Utah →

End-of-year total assets ($M) among Trove Brands 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	870663411
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trove Brands, LLC)

Latest sponsor-wide plan assets: $12M 87.42788341956023% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	152	$6M
2023	1	177	$9M
2024	1	190	$12M

Nearby 401(k) Plans in Utah

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

Trove Brands 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Trove Brands 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Ostendo Technologies, Inc. 401(k) Plan in CA ($9M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Ostendo Technologies, Inc. 401(k) Plan (CA) $9M · 71
Willowbrook Ford, Inc. 401(k) Plan (IL) $9M · 155
Total Component Solutions Corporation 401(k) Retirement Plan (WI) $9M · 101
Berman Auto Group 401(k) Plan (IL) $9M · 285

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

Purolite 401(k) Plan (PA) 177 · 0 off
The Jane Pauley Community Health Center, Inc. 401(k) P/S Plan (IN) 177 · 0 off
Pillar Construction, Inc. 401(k) Plan (VA) 177 · 0 off
Richardson Industries, Inc. 401(k) Plan (WI) 177 · 0 off

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 Trove Brands 401(k) Plan assets move in 2023? ▼

Trove Brands 401(k) Plan surged - up 38.4% during 2023, from $6M to $9M. Reported net income was $2M.

How have Trove Brands, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trove Brands, LLC's sponsor-wide assets grew 87.4%, from $6M to $12M.

Which 401(k) plans are similar in size to Trove Brands 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ostendo Technologies, Inc. 401(k) Plan in CA ($9M, 71 participants).

Which 401(k) plans cover a similar participant headcount to Trove Brands 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 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 870663411.