401(k) · DOL Form 5500 · 2023

Trilogy Federal, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
172
Participants Small participant base
67th
Percentile by assets National rank
$86,397
Avg per participant Below avg balance/head
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Official DOL plan name: Trilogy Federal, LLC 401(k) P/S Plan · Sponsored by Trilogy Federal, LLC · Virginia · Professional & Technical Services

$15M in assets, 172 participants

Trilogy Federal, LLC's Trilogy Federal, LLC 401(k) P/S Plan reported $15M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,473 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Trilogy Federal, LLC 401(k) P/S Plan covers 172 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $15M.

#13,473
in Professional & Technical Services (20,321 peers)
+36.4%
assets growth YoY

Trilogy Federal, LLC 401(k) P/S Plan's outsized position by total assets

Trilogy Federal, LLC 401(k) P/S Plan vs every filed plan by assets

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

$14,860,227 Top 33% higher than 67% 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

Trilogy Federal, LLC 401(k) P/S 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. Trilogy Federal, LLC 401(k) P/S Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trilogy Federal, LLC 401(k) P/S Plan reported net income rose from $460K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Trilogy Federal, LLC 401(k) P/S Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Trilogy Federal, LLC 401(k) P/S Plan reported participants rose from 131 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264435075 · Trilogy Federal, LLC PY 2023 · 401(k)

Trilogy Federal, LLC 401(k) P/S Plan · $15M · 172 · 67th

  • PHOTO $15M
  • IND 172
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Cimarron Electric Cooperative, Inc. 401(k) Plan
  • PCT ind #13473

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 Virginia →

Trilogy Federal, LLC 401(k) P/S Plan in the asset neighbourhood

Trilogy Federal, LLC 401(k) P/S PlanTrilogy Federal, LLC 401(k) …$15MCimarron Electric Cooperative, Inc. 401(k) PlanCimarron Electric Cooperativ…$15MLeisure World of Maryland Corporation Salary Savings PlanLeisure World of Maryland Co…$15MCn Holdings Retirement Profit-Sharing PlanCn Holdings Retirement Profi…$15MHard Rock Sacramento Retirement PlanHard Rock Sacramento Retirem…$15M
End-of-year total assets ($M) among Trilogy Federal, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN264435075
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trilogy Federal, LLC)

Sponsor-wide plan assets over time

All Trilogy Federal, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 70.95730360585459% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.9M $18.6M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 131 $11M
2023 1 172 $15M
2024 1 184 $19M

Nearby 401(k) Plans in Virginia

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

Trilogy Federal, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Trilogy Federal, LLC 401(k) P/S Plan, Total assets ($B): 0.014860227 · Participants: 172Trilogy Federal, LLC 401(k) P/S PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Trilogy Federal, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Trilogy Federal, LLC 401(k) P/S Plan side-by-side with 3 peers →

Trilogy Federal, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Cimarron Electric Cooperative, Inc. 401(k) Plan in OK ($15M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Trilogy Federal, LLC 401(k) P/S Plan assets move in 2023? ▼
Trilogy Federal, LLC 401(k) P/S Plan surged - up 36.4% during 2023, from $11M to $15M. Reported net income was $4M.
How have Trilogy Federal, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trilogy Federal, LLC's sponsor-wide assets grew 71.0%, from $11M to $19M.
Which 401(k) plans are similar in size to Trilogy Federal, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cimarron Electric Cooperative, Inc. 401(k) Plan in OK ($15M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Trilogy Federal, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 264435075.

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.