401(k) · DOL Form 5500 · 2024

Trellance, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
163
Participants Small participant base
69th
Percentile by assets National rank
$114,142
Avg per participant Below avg balance/head
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Official DOL plan name: Trellance, Inc. 401(k) Profit Sharing Plan · Sponsored by Trellance, Inc. · Florida · Finance & Insurance

$19M in assets, 163 participants

Trellance, Inc.'s Trellance, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,562 in Finance & Insurance (8,549 peers)

Coverage in Florida

Trellance, Inc. 401(k) Profit Sharing Plan covers 163 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#4,562
in Finance & Insurance (8,549 peers)
+24.1%
assets growth YoY

Trellance, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Trellance, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,605,154 Top 31% higher than 69% 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

Trellance, Inc. 401(k) Profit Sharing Plan 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. Trellance, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trellance, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Trellance, Inc. 401(k) Profit Sharing Plan reported participants fell from 187 in the plan year 2023 filing to 163 in the plan year 2024 filing.
  • Trellance, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592941216 · Trellance, Inc. PY 2024 · 401(k)

Trellance, Inc. 401(k) Profit Sharing Plan · $19M · 163 · 69th

  • VS-ST $19M
  • VS-ST 163
  • VS-ST 69th
  • VS-ST 401(k)
  • VS-ST near Cathcart Rail, LLC 401(k) Profit Sharing Plan
  • VS-ST ind #4562

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 Florida →

Trellance, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trellance, Inc. 401(k) Profit Sharing PlanTrellance, Inc. 401(k) Profi…$19MNumark International, Inc 401(k) PlanNumark International, Inc 40…$19MParkcrest Dental Group Psp/401(k)Parkcrest Dental Group Psp/4…$19MCathcart Rail, LLC 401(k) Profit Sharing PlanCathcart Rail, LLC 401(k) Pr…$19MGlobal Securitization Services 401(k) PlanGlobal Securitization Servic…$19M
End-of-year total assets ($M) among Trellance, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN592941216
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trellance, Inc.)

Sponsor-wide plan assets over time

All Trellance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 91.40073107169943% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.72M $18.6M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 132 $10M
2023 1 187 $15M
2024 1 163 $19M

Nearby 401(k) Plans in Florida

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

Trellance, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Trellance, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.018605154 · Participants: 163Trellance, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Trellance, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trellance, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trellance, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cathcart Rail, LLC 401(k) Profit Sharing Plan in OH ($19M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Trellance, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Trellance, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.1% during 2024, from $15M to $19M. Reported net income was $4M.
How have Trellance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trellance, Inc.'s sponsor-wide assets grew 91.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Trellance, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cathcart Rail, LLC 401(k) Profit Sharing Plan in OH ($19M, 860 participants).
Which 401(k) plans cover a similar participant headcount to Trellance, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 592941216.

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.