401(k) · DOL Form 5500 · 2024
Trilogy Health LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $39,282
- Avg per participant Low balance/head
Official DOL plan name: Trilogy Health · Sponsored by Trilogy Health LLC · Georgia · Healthcare & Social Assistance
$5M in assets, 131 participants
Trilogy Health LLC's Trilogy Health reported $5M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,723 in Healthcare & Social Assistance (16,916 peers)
Coverage in Georgia
Trilogy Health covers 131 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.
- #7,723
- in Healthcare & Social Assistance (16,916 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trilogy Health's mid-pack asset rank among Healthcare & Social Assistance and all filers
Trilogy Health vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,145,973 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Trilogy Health among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trilogy Health sits mid-pack in the medium band (131 participants).
EBSA filing schedule strip
Filing strip 934830031 · Trilogy Health LLC PY 2024 · 401(k)
Trilogy Health · $5M · 131 · 42nd
- PART $5M
- PART 131
- PART 42nd
- PART 401(k)
- PART near Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust
- PART ind #7723
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 Georgia →
Trilogy Health in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$91K |
| Employer EIN | 934830031 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Trilogy Health's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust in SC ($5M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- T/J Inspection, Inc. 401(k) Plan (OK) 131 · 0 off
- Ballard Employees' 401(k) Retirement Plan (VA) 131 · 0 off
- Jln Enterprises, LP 401(k) Plan (CA) 131 · 0 off
- Rancho Research Institute 401(k) Retirement Plan (CA) 131 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.