401(k) · DOL Form 5500 · 2023
Trilogy Management Services, LLC 401(k) Plan
Data updated 2026-08-11
- $158M
- Total assets
- 15,915
- Participants
- 94th
- Percentile by assets
- $9,944
- Avg per participant
Official DOL plan name: Trilogy Management Services, LLC Retirement Savings Plan · Sponsored by Trilogy Management Services, LLC · Kentucky · Healthcare & Social Assistance
$158M in assets, 15,915 participants
Trilogy Management Services, LLC's Trilogy Management Services, LLC Retirement Savings Plan reported $158M in total assets and 15,915 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #16,718 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Trilogy Management Services, LLC Retirement Savings Plan covers 15,915 participants in Kentucky, 25x the typical Kentucky plan (state average ~647 per filing). Assets: $158M.
- $158M
- total plan assets (2023 EOY)
- 15,915
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $9,944
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trilogy Management Services, LLC Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Trilogy Management Services, LLC Retirement Savings Plan end-of-year assets rose from $117M in the plan year 2022 filing to $158M in the plan year 2023 filing.
- Trilogy Management Services, LLC Retirement Savings Plan reported participants rose from 15,007 in the plan year 2022 filing to 15,915 in the plan year 2023 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Trilogy Management Services, LLC Retirement Savings Plan reports 15,915 participants - 25x that state average ($158M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $40M |
| Employer EIN | 320381871 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trilogy Management Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15,007 | $117M |
| 2023 | 1 | 15,915 | $158M |
| 2024 | 1 | 14,454 | $194M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Trilogy Management Services, LLC Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Scale composition for Trilogy Management Services, LLC Retirement Savings Plan
Trilogy Management Services, LLC Retirement Savings Plan reports $158M in end-of-year assets across 15,915 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $9,944 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $40M.
This plan identity (EIN 320381871, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $117M to $194M (+65.5%) while covered participants moved from 15,007 to 14,454 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,007 | $117M | Open filing |
| 2023 | 15,915 | $158M | This page |
| 2024 · index core | 14,454 | $194M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Trilogy Management Services, LLC Retirement Savings Plan (401(k), $194M, 14,454 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trilogy Management Services, LLC Retirement Savings Plan by total assets, not by location.
- Ansell Retirement and Savings Plan (NJ) $158M · 497
- Grand Canyon Education Employees 401(k) Plan (AZ) $158M · 4,032
- Arnall Golden Gregory LLP Self-Employed Persons Retirement Plan (GA) $158M · 243
- Ent Credit Union 401(k) Retirement Plan (CO) $158M · 1,374
Frequently Asked Questions
How did Trilogy Management Services, LLC Retirement Savings Plan assets move in 2023? ▼
How have Trilogy Management Services, LLC plan assets changed over time? ▼
Where does Trilogy Management Services, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Trilogy Management Services, LLC Retirement Savings Plan? ▼
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Filing takeaways
Ways to act on Trilogy Management Services, LLC Retirement Savings Plan's numbers.
- By total assets, Trilogy Management Services, LLC Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Trilogy Management Services, LLC's sponsor-wide assets have grown 65.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans