401(k) · DOL Form 5500 · 2023

Trillium Health, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
228
Participants Below avg headcount
73rd
Percentile by assets National rank
$90,528
Avg per participant Below avg balance/head
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Official DOL plan name: Trillium Health, Inc. Defined Contribution Plan · Sponsored by Trillium Health, Inc. · New York · Healthcare & Social Assistance

$21M in assets, 228 participants

Trillium Health, Inc.'s Trillium Health, Inc. Defined Contribution Plan reported $21M in total assets and 228 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.

  • #13,700 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Trillium Health, Inc. Defined Contribution Plan covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $21M.

#13,700
in Healthcare & Social Assistance (17,684 peers)
+28.8%
assets growth YoY

Trillium Health, Inc. Defined Contribution Plan's outsized position by total assets

Trillium Health, Inc. Defined Contribution Plan vs every filed plan by assets

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

$20,640,328 Top 27% higher than 73% 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

Trillium Health, Inc. Defined Contribution 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. Trillium Health, Inc. Defined Contribution Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trillium Health, Inc. Defined Contribution Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Trillium Health, Inc. Defined Contribution Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161356734 · Trillium Health, Inc. PY 2023 · 401(k)

Trillium Health, Inc. Defined Contribution Plan · $21M · 228 · 73rd

  • IND $21M
  • EOY 228
  • 5500 73rd
  • ASSETS 401(k)
  • PCT near Reno & Cavanaugh, PLLC Retirement Plan and Trust
  • EIN ind #13700

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Trillium Health, Inc. Defined Contribution Plan in the asset neighbourhood

Trillium Health, Inc. Defined Contribution PlanTrillium Health, Inc. Define…$21MReno & Cavanaugh, PLLC Retirement Plan and TrustReno & Cavanaugh, PLLC Retir…$21MClearlink 401(k) Plan$21MSalona Global Medical Device Corp. 401(k) PlanSalona Global Medical Device…$21MCrown Poly, Inc. 401(k) Plan$21M
End-of-year total assets ($M) among Trillium Health, Inc. Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN161356734
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trillium Health, Inc.)

Sponsor-wide plan assets over time

All Trillium Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 46.26191335440389% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16M $23.4M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 227 $16M
2023 1 228 $21M
2024 1 244 $23M

Nearby 401(k) Plans in New York

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

Trillium Health, Inc. Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trillium Health, Inc. Defined Contribution Plan, Total assets ($B): 0.020640328 · Participants: 228Trillium Health, Inc. Defined Contribution PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Trillium Health, Inc. Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trillium Health, Inc. Defined Contribution Plan side-by-side with 3 peers →

Trillium Health, Inc. Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Reno & Cavanaugh, PLLC Retirement Plan and Trust in DC ($21M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Trillium Health, Inc. Defined Contribution Plan assets move in 2023? ▼
Trillium Health, Inc. Defined Contribution Plan grew sharply - up 28.8% during 2023, from $16M to $21M. Reported net income was $5M.
How have Trillium Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trillium Health, Inc.'s sponsor-wide assets grew 46.3%, from $16M to $23M.
Which 401(k) plans are similar in size to Trillium Health, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reno & Cavanaugh, PLLC Retirement Plan and Trust in DC ($21M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Trillium Health, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 161356734.

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.