401(k) · DOL Form 5500 · 2023

TRELLIS 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
117
Participants Small participant base
59th
Percentile by assets National rank
$87,353
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan for Trellis · Sponsored by TRELLIS · Minnesota · Other Services

$10M in assets, 117 participants

TRELLIS's 403(b) Thrift Plan for Trellis reported $10M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,020 in Other Services (7,857 peers)

Coverage in Minnesota

403(b) Thrift Plan for Trellis covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#6,020
in Other Services (7,857 peers)
+21.1%
assets growth YoY

403(b) Thrift Plan for Trellis's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Trellis vs every filed plan by assets

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

$10,220,284 Top 41% higher than 59% 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

403(b) Thrift Plan for Trellis 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. 403(b) Thrift Plan for Trellis sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Trellis reported net income rose from -$869K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Trellis end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Trellis reported participants rose from 105 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411774247 · TRELLIS PY 2023 · 401(k)

403(b) Thrift Plan for Trellis · $10M · 117 · 59th

  • PHOTO $10M
  • IND 117
  • EOY 59th
  • 5500 401(k)
  • ASSETS near Central Valley Automotive Profit Sharing 401(k) Plan
  • PCT ind #6020

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 Minnesota →

403(b) Thrift Plan for Trellis in the asset neighbourhood

403(b) Thrift Plan for Trellis403(b) Thrift Plan for Trell…$10MCentral Valley Automotive Profit Sharing 401(k) PlanCentral Valley Automotive Pr…$10MSetzer Forest Products 401(k) PlanSetzer Forest Products 401(k…$10MSemrush, Inc. 401(k) Profit Sharing PlanSemrush, Inc. 401(k) Profit …$10MToyotalift Northeast Profit Sharing 401(k) PlanToyotalift Northeast Profit …$10M
End-of-year total assets ($M) among 403(b) Thrift Plan for Trellis and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN411774247
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRELLIS)

Sponsor-wide plan assets over time

All TRELLIS plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.665378933202014% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.44M $11.8M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 105 $8M
2023 1 117 $10M
2024 1 106 $12M

Nearby 401(k) Plans in Minnesota

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

403(b) Thrift Plan for Trellis vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants 403(b) Thrift Plan for Trellis, Total assets ($B): 0.010220284 · Participants: 117403(b) Thrift Plan for TrellisUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
403(b) Thrift Plan for Trellis vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan for Trellis side-by-side with 3 peers →

403(b) Thrift Plan for Trellis's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Central Valley Automotive Profit Sharing 401(k) Plan in CA ($10M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 403(b) Thrift Plan for Trellis assets move in 2023? ▼
403(b) Thrift Plan for Trellis grew sharply - up 21.1% during 2023, from $8M to $10M. Reported net income was $2M.
How have TRELLIS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), TRELLIS's sponsor-wide assets grew 39.7%, from $8M to $12M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Trellis? ▼
Among 401(k) plans in other states, the closest by assets is Central Valley Automotive Profit Sharing 401(k) Plan in CA ($10M, 159 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Trellis? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 411774247.

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.