401(k) · DOL Form 5500 · 2023

Trillium Family Services, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
549
Participants Below avg headcount
71st
Percentile by assets National rank
$33,675
Avg per participant Low balance/head
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Official DOL plan name: Trillium Family Services, Inc. Employees Retirement Plan · Sponsored by Trillium Family Services, Inc. · Oregon · Other Services

$18M in assets, 549 participants

Trillium Family Services, Inc.'s Trillium Family Services, Inc. Employees Retirement Plan reported $18M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,607 in Other Services (7,857 peers)

Trillium Family Services, Inc. multi-year trail

Trillium Family Services, Inc.'s plans moved +38.0% in assets from 2022 to 2024; this filing shows Trillium Family Services, Inc. Employees Retirement Plan at $18M / 549 participants.

#6,607
in Other Services (7,857 peers)
+29.2%
assets growth YoY

Trillium Family Services, Inc. Employees Retirement Plan's outsized position by total assets

Trillium Family Services, Inc. Employees Retirement Plan vs every filed plan by assets

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

$18,487,619 Top 29% higher than 71% 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

Trillium Family Services, Inc. Employees 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. Trillium Family Services, Inc. Employees Retirement Plan sits mid-pack in the medium band (549 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trillium Family Services, Inc. Employees Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Trillium Family Services, Inc. Employees Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Trillium Family Services, Inc. Employees Retirement Plan reported participants rose from 484 in the plan year 2022 filing to 549 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930386966 · Trillium Family Services, Inc. PY 2023 · 401(k)

Trillium Family Services, Inc. Employees Retirement Plan · $18M · 549 · 71st

  • PART $18M
  • TYPE 549
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Pack Automotive Group 401(k) Plan
  • BOY ind #6607

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 Other Services retirement plans → · Plans in Oregon →

Trillium Family Services, Inc. Employees Retirement Plan in the asset neighbourhood

Trillium Family Services, Inc. Employees Retirement PlanTrillium Family Services, In…$18MPack Automotive Group 401(k) PlanPack Automotive Group 401(k)…$18MEllkay LLC Retirement Plan$18MBorder Foods, LLC. 401(k) PlanBorder Foods, LLC. 401(k) Pl…$18MTurn 5, Inc 401(k) Plan$18M
End-of-year total assets ($M) among Trillium Family Services, Inc. Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trillium Family Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trillium Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.96837116590137% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16M $22.1M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 495 $16M
2023 2 560 $20M
2024 2 606 $22M

Trillium Family Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN930386966
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Trillium Family Services, Inc. Employees Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Trillium Family Services, Inc. Employees Retirement Plan, Total assets ($B): 0.018487619 · Participants: 549Trillium Family Services, Inc. Employees Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Trillium Family Services, Inc. Employees Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Trillium Family Services, Inc. Employees Retirement Plan side-by-side with 3 peers →

Trillium Family Services, Inc. Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Pack Automotive Group 401(k) Plan in TX ($18M); by covered participants it is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (549 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 Trillium Family Services, Inc. Employees Retirement Plan assets move in 2023? ▼
Trillium Family Services, Inc. Employees Retirement Plan grew sharply - up 29.2% during 2023, from $14M to $18M. Reported net income was $4M.
How have Trillium Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trillium Family Services, Inc.'s sponsor-wide assets grew 38.0%, from $16M to $22M.
Which 401(k) plans are similar in size to Trillium Family Services, Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pack Automotive Group 401(k) Plan in TX ($18M, 835 participants).
Which 401(k) plans cover a similar participant headcount to Trillium Family Services, Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants, $230M 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 930386966.

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.