401(k) · DOL Form 5500 · 2024
Trivium of New York LLC 401(k) Plan
Data updated 2026-08-25
- $248K
- Total assets Small plan by assets
- 270
- Participants Below avg headcount
- 12th
- Percentile by assets National rank
- $919
- Avg per participant Low balance/head
Official DOL plan name: Trivium of New York LLC 401(k) P/S Plan · Sponsored by Trivium of New York LLC · New York · Healthcare & Social Assistance
$248K in assets, 270 participants
Trivium of New York LLC's Trivium of New York LLC 401(k) P/S Plan reported $248K in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,406 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Trivium of New York LLC 401(k) P/S Plan covers 270 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $248K.
- #1,406
- in Healthcare & Social Assistance (16,916 peers)
- +47.3%
- assets growth YoY
Trivium of New York LLC 401(k) P/S Plan among the smaller filed plans by assets
Trivium of New York LLC 401(k) P/S Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$247,997 12th percentile higher than 12% 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
Trivium of New York LLC 401(k) P/S 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. Trivium of New York LLC 401(k) P/S Plan sits mid-pack in the medium band (270 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trivium of New York LLC 401(k) P/S Plan end-of-year assets rose from $168K in the plan year 2023 filing to $248K in the plan year 2024 filing.
- Trivium of New York LLC 401(k) P/S Plan reported net income fell from $95K in the plan year 2023 filing to $80K in the plan year 2024 filing.
- Trivium of New York LLC 401(k) P/S Plan reported participants rose from 240 in the plan year 2023 filing to 270 in the plan year 2024 filing.
DOL schedule card
Filing strip 465262437 · Trivium of New York LLC PY 2024 · 401(k)
Trivium of New York LLC 401(k) P/S Plan · $248K · 270 · 12th
- PART $248K
- TYPE 270
- NET 12th
- BOOK 401(k)
- VS-ST near Jaxson Investments 401(k) Trust
- BOY ind #1406
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 →
Trivium of New York LLC 401(k) P/S Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $168K |
|---|---|
| Net Assets (End of Year) | $248K |
| Net Income | $80K |
| Employer EIN | 465262437 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trivium of New York LLC)
Sponsor-wide plan assets over time
All Trivium of New York LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $248K 236.95244565217394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $74K |
| 2023 | 1 | 240 | $168K |
| 2024 | 1 | 270 | $248K |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Trivium of New York LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Jaxson Investments 401(k) Trust in TX ($248K); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248K here).
- Jaxson Investments 401(k) Trust (TX) $248K · 1
- Gator National Enterprises, Inc. 401(k) Profit Sharing Plan (TN) $248K · 6
- Legette Inc. 401(k) Plan (NH) $248K · N/A
- Danlivo Properties Inc. 401(k) Plan (TX) $248K · 5
Similar participant headcount
Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.
- Frac Shack America 401(k) Retirement Plan (CO) 270 · 0 off
- Carolina Family Health Centers, Inc Plan (NC) 270 · 0 off
- Comtec Consultants, Inc. 401(k) Plan (LA) 270 · 0 off
- Capital Distributing, LLC 401(k) Plan (OK) 270 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.