401(k) · DOL Form 5500 · 2024

Trillium Management, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
96
Participants Small participant base
75th
Percentile by assets National rank
$270,977
Avg per participant High balance/head
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Official DOL plan name: Trillium 401(k) Plan · Sponsored by Trillium Management, LLC · New York · Finance & Insurance

$26M in assets, 96 participants

Trillium Management, LLC's Trillium 401(k) Plan reported $26M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,261 in Finance & Insurance (8,549 peers)

Where Trillium 401(k) Plan sits by assets

Trillium 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 96 participants (~$270,977/participant), up 26.3% in 2024.

#5,261
in Finance & Insurance (8,549 peers)
+26.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trillium 401(k) Plan's outsized position by total assets

Trillium 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,013,768 Top 25% higher than 75% of 123,620 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 2024

Trillium 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trillium 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trillium 401(k) Plan reported participants rose from 70 in the plan year 2023 filing to 96 in the plan year 2024 filing.
  • Trillium 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Trillium 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462344130 · Trillium Management, LLC PY 2024 · 401(k)

Trillium 401(k) Plan · $26M · 96 · 75th

  • VS-ST $26M
  • BOY 96
  • SCH 75th
  • EBSA 401(k)
  • PART near Employee Savings Plan
  • TYPE ind #5261

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 Finance & Insurance retirement plans → · Plans in New York →

Trillium 401(k) Plan in the asset neighbourhood

Melissa Data Corporation 401(k) Profit Sharing Plan and TrustMelissa Data Corporation 401…$26MTrillium 401(k) Plan$26MEmployee Savings Plan$26MLeonard S. Fiore, Inc. Savings and Prevailing Wage PlanLeonard S. Fiore, Inc. Savin…$26MPet Food Experts, Inc. 401(k) and Profit Sharing PlanPet Food Experts, Inc. 401(k…$26M
End-of-year total assets ($M) among Trillium 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN462344130
Plan Effective Date1998-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Trillium Management, LLC)

Sponsor-wide plan assets over time

All Trillium Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 64.25498328958675% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.8M $26M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 57 $16M
2023 1 70 $21M
2024 1 96 $26M

Nearby 401(k) Plans in New York

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

Trillium 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trillium 401(k) Plan, Total assets ($B): 0.026013768 · Participants: 96Trillium 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Trillium 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trillium 401(k) Plan side-by-side with 3 peers →

Trillium 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Employee Savings Plan in CA ($26M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trillium 401(k) Plan assets move in 2024? ▼
Trillium 401(k) Plan grew sharply - up 26.3% during 2024, from $21M to $26M. Reported net income was $5M.
How have Trillium Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trillium Management, LLC's sponsor-wide assets grew 64.3%, from $16M to $26M.
Where does Trillium 401(k) Plan rank by assets among Form 5500 filers? ▼
Trillium 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trillium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Savings Plan in CA ($26M, 421 participants).
Which 401(k) plans cover a similar participant headcount to Trillium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462344130.

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.