401(k) · DOL Form 5500 · 2023
Trioak Foods, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 449
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $45,178
- Avg per participant Low balance/head
Official DOL plan name: Trioak Foods, LLC Retirement Plan · Sponsored by Trioak Foods, LLC · Iowa · Wholesale Trade
$20M in assets, 449 participants
Trioak Foods, LLC's Trioak Foods, LLC Retirement Plan reported $20M in total assets and 449 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,407 in Wholesale Trade (6,309 peers)
Trioak Foods, LLC multi-year trail
Trioak Foods, LLC's plans moved -31.6% in assets from 2022 to 2023; this filing shows Trioak Foods, LLC Retirement Plan at $20M / 449 participants.
- #4,407
- in Wholesale Trade (6,309 peers)
- -31.6%
- assets change YoY
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trioak Foods, LLC Retirement Plan's outsized position by total assets
Trioak Foods, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,284,954 Top 27% higher than 73% 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
Trioak Foods, LLC 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. Trioak Foods, LLC Retirement Plan sits mid-pack in the medium band (449 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trioak Foods, LLC Retirement Plan reported net income fell from -$7M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- Trioak Foods, LLC Retirement Plan end-of-year assets fell from $30M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Trioak Foods, LLC Retirement Plan reported participants fell from 468 in the plan year 2022 filing to 449 in the plan year 2023 filing.
DOL schedule card
Filing strip 420848449 · Trioak Foods, LLC PY 2023 · 401(k)
Trioak Foods, LLC Retirement Plan · $20M · 449 · 73rd
- PART $20M
- PART 449
- PART 73rd
- PART 401(k)
- PART near Pchp 401(k) Plan
- PART ind #4407
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 Wholesale Trade retirement plans → · Plans in Iowa →
Trioak Foods, LLC Retirement Plan in the asset neighbourhood
Trioak Foods, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Trioak Foods, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.619646203932827% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 468 | $30M |
| 2023 | 2 | 875 | $20M |
Trioak Foods, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$9M |
| Employer EIN | 420848449 |
| Plan Effective Date | 1965-09-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Trioak Foods, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Pchp 401(k) Plan in VT ($20M); by covered participants it is Bitsight Technologies Retirement Trust in MA (449 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Pchp 401(k) Plan (VT) $20M · 138
- Dfi 401(k) Plan (TX) $20M · 66
- Ctl/Thompson, Inc. Savings and Retirement Plan (CO) $20M · 257
- Ops Consulting, LLC Employees Savings Trust (MD) $20M · 134
Similar participant headcount
Nearest other-state filings by covered participants (449 participants); asset peers above are excluded.
- Bitsight Technologies Retirement Trust (MA) 449 · 0 off
- The Mortgage Firm, Inc. 401(k) Plan (FL) 449 · 0 off
- Natural Delights 401(k) Plan (AZ) 449 · 0 off
- Itr Industries, Inc. & Affiliates 401(k) Profit Sharing Plan (NY) 449 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.