401(k) · DOL Form 5500 · 2023

Healthtrio LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 150
Participants Small participant base: 58th
Percentile by assets National rank: $65,103
Avg per participant Low balance/head

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Official DOL plan name: Healthtrio LLC 401(k) Plan · Sponsored by Healthtrio LLC · California · Professional & Technical Services

$10M in assets, 150 participants

Healthtrio LLC's Healthtrio LLC 401(k) Plan reported $10M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#11,492 in Professional & Technical Services (20,321 peers)

Coverage in California

Healthtrio LLC 401(k) Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $10M.

#11,492
in Professional & Technical Services (20,321 peers): +35.7%
assets growth YoY

Healthtrio LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Healthtrio LLC 401(k) Plan vs every filed plan by assets

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

$9,765,381 Top 42% higher than 58% 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

Healthtrio LLC 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. Healthtrio LLC 401(k) Plan sits mid-pack in the medium band (150 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%)

Healthtrio LLC 401(k) Plan reported net income rose from $261K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Healthtrio LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Healthtrio LLC 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260725535 · Healthtrio LLC PY 2023 · 401(k)

Healthtrio LLC 401(k) Plan · $10M · 150 · 58th

ASSETS $10M
ASSETS 150
ASSETS 58th
ASSETS 401(k)
ASSETS near Pella Carolina 401 (K) Plan
ASSETS ind #11492

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 Professional & Technical Services retirement plans → · Plans in California →

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

California filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$10M
Net Income	$3M
Employer EIN	260725535
Plan Effective Date	2000-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Healthtrio LLC)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	113	$7M
2023	1	150	$10M
2024	1	154	N/A

Nearby 401(k) Plans in California

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

Healthtrio LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Healthtrio LLC 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Pella Carolina 401 (K) Plan in NC ($10M); by covered participants it is Controlscan Holdings, Inc. 401(k) Plan in KY (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Pella Carolina 401 (K) Plan (NC) $10M · 189
People's Bank of Commerce 401(k) Plan (OR) $10M · 160
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan (GA) $10M · 158
Rawson Employees' 401(k) Profit Sharing Plan (CT) $10M · 90

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
Infovista 401(k) Retirement Plan (MA) 150 · 0 off
Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off
Boro 401(k) Plan (TX) 150 · 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 Healthtrio LLC 401(k) Plan assets move in 2023? ▼

Healthtrio LLC 401(k) Plan surged - up 35.7% during 2023, from $7M to $10M. Reported net income was $3M.

Which 401(k) plans are similar in size to Healthtrio LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pella Carolina 401 (K) Plan in NC ($10M, 189 participants).

Which 401(k) plans cover a similar participant headcount to Healthtrio LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Controlscan Holdings, Inc. 401(k) Plan in KY (150 participants, $4M 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 260725535.