401(k) · DOL Form 5500 · 2023

Trivium Life Services 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
404
Participants Below avg headcount
54th
Percentile by assets National rank
$19,689
Avg per participant Low balance/head
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Official DOL plan name: Trivium Life Services 401(k) Plan · Sponsored by Trivium Life Services · Iowa · Healthcare & Social Assistance

$8M in assets, 404 participants

Trivium Life Services's Trivium Life Services 401(k) Plan reported $8M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,470 in Healthcare & Social Assistance (17,684 peers)

Trivium Life Services multi-year trail

Trivium Life Services's plans moved +57.1% in assets from 2022 to 2024; this filing shows Trivium Life Services 401(k) Plan at $8M / 404 participants.

#10,470
in Healthcare & Social Assistance (17,684 peers)
+24.8%
assets growth YoY

Trivium Life Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Trivium Life Services 401(k) Plan vs every filed plan by assets

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

$7,954,542 Top 46% higher than 54% 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

Trivium Life Services 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. Trivium Life Services 401(k) Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trivium Life Services 401(k) Plan reported net income rose from $390K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Trivium Life Services 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Trivium Life Services 401(k) Plan reported participants rose from 378 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421041046 · Trivium Life Services PY 2023 · 401(k)

Trivium Life Services 401(k) Plan · $8M · 404 · 54th

  • BOOK $8M
  • VS-ST 404
  • BOY 54th
  • SCH 401(k)
  • EBSA near Capital Public Radio, Inc. 401(k) Plan
  • PART ind #10470

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Trivium Life Services 401(k) Plan in the asset neighbourhood

Trivium Life Services 401(k) PlanTrivium Life Services 401(k)…$8MCapital Public Radio, Inc. 401(k) PlanCapital Public Radio, Inc. 4…$8MS & H Systems 401(k) Plan$8M403(b) Thrift Plan of Native American Community Health Center, Inc.403(b) Thrift Plan of Native…$8MAir Industries Group 401(k) PlanAir Industries Group 401(k) …$8M
End-of-year total assets ($M) among Trivium Life Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trivium Life Services multi-year asset trail

Sponsor-wide plan assets over time

All Trivium Life Services plans reported in each filing year

Latest sponsor-wide plan assets
$10M 57.13940680619374% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.37M $10M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 378 $6M
2023 1 404 $8M
2024 1 421 $10M

Trivium Life Services filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN421041046
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Trivium Life Services 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Trivium Life Services 401(k) Plan, Total assets ($B): 0.007954542 · Participants: 404Trivium Life Services 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Trivium Life Services 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Trivium Life Services 401(k) Plan side-by-side with 3 peers →

Trivium Life Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Capital Public Radio, Inc. 401(k) Plan in CA ($8M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Trivium Life Services 401(k) Plan assets move in 2023? ▼
Trivium Life Services 401(k) Plan grew sharply - up 24.8% during 2023, from $6M to $8M. Reported net income was $2M.
How have Trivium Life Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trivium Life Services's sponsor-wide assets grew 57.1%, from $6M to $10M.
Which 401(k) plans are similar in size to Trivium Life Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Public Radio, Inc. 401(k) Plan in CA ($8M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Trivium Life Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants, $27M 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 421041046.

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.