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
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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

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

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.

See the national 2023→2024 release diff →

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

Trivium of New York LLC 401(k) P/S PlanTrivium of New York LLC 401(…$248KJaxson Investments 401(k) TrustJaxson Investments 401(k) Tr…$248KGator National Enterprises, Inc. 401(k) Profit Sharing PlanGator National Enterprises, …$248KLegette Inc. 401(k) Plan$248KDanlivo Properties Inc. 401(k) PlanDanlivo Properties Inc. 401(…$248K
End-of-year total assets ($M) among Trivium of New York LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$168K
Net Assets (End of Year)$248K
Net Income$80K
Employer EIN465262437
Plan Effective Date2022-01-01
Filing StatusFILING 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
$0M$0.1M$0.2M$0.3M 202220232024 $0.07M $0.25M ▲ +257.1%
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.

Trivium of New York LLC 401(k) P/S Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trivium of New York LLC 401(k) P/S Plan, Total assets ($B): 0.000247997 · Participants: 270Trivium of New York LLC 401(k) P/S 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
Trivium of New York LLC 401(k) P/S Plan vs. nearby 401(k) plans in New York, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Trivium of New York LLC 401(k) P/S Plan assets move in 2024?
Trivium of New York LLC 401(k) P/S Plan surged - up 47.3% during 2024, from $168K to $248K. Reported net income was $80K.
How have Trivium of New York LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Trivium of New York LLC's sponsor-wide assets grew 237.0%, from $74K to $248K.
Where does Trivium of New York LLC 401(k) P/S Plan rank by assets among Form 5500 filers?
Trivium of New York LLC 401(k) P/S Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Trivium of New York LLC 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by assets is Jaxson Investments 401(k) Trust in TX ($248K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Trivium of New York LLC 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K in assets).