401(k) · DOL Form 5500 · 2024

Trifecta Medical LLC 401(k) Plan

Data updated 2026-08-25

$256K
Total assets Small plan by assets
55
Participants Small participant base
12th
Percentile by assets National rank
$4,657
Avg per participant Low balance/head
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Official DOL plan name: Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Trifecta Medical LLC · Colorado · Retail Trade

$256K in assets, 55 participants

Trifecta Medical LLC's Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust reported $256K in total assets and 55 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.

  • #1,631 in Retail Trade (8,048 peers)

Trifecta Medical LLC multi-year trail

Trifecta Medical LLC's plans moved +19.1% in assets from 2023 to 2024; this filing shows Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust at $256K / 55 participants.

#1,631
in Retail Trade (8,048 peers)
+19.1%
assets growth YoY

Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$256,118 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

Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $67K in the plan year 2023 filing to $41K in the plan year 2024 filing.
  • Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $215K in the plan year 2023 filing to $256K in the plan year 2024 filing.
  • Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 59 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813062958 · Trifecta Medical LLC PY 2024 · 401(k)

Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust · $256K · 55 · 12th

  • SCH $256K
  • EBSA 55
  • PART 12th
  • TYPE 401(k)
  • NET near A. Lemke, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1631

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 Retail Trade retirement plans → · Plans in Colorado →

Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Trifecta Medical LLC 401(k) Profit Sharing Plan & TrustTrifecta Medical LLC 401(k) …$256KA. Lemke, Inc. 401(k) Profit Sharing PlanA. Lemke, Inc. 401(k) Profit…$256KCareer Tech Administrative Council IncCareer Tech Administrative C…$256KRg Talent Solutions, LLC$256KSteel and Pipes 1081. 01(D) Retirement PlanSteel and Pipes 1081. 01(D) …$256K
End-of-year total assets ($M) among Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trifecta Medical LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trifecta Medical LLC plans reported in each filing year

Latest sponsor-wide plan assets
$256K 19.10803143747384% vs 2023
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 20232024 $0.22M $0.26M ▲ +18.2%
Year Plans Participants Total Assets
2023 1 59 $215K
2024 1 55 $256K

Trifecta Medical LLC filing trail (2024)

Total Assets (Beginning of Year)$215K
Net Assets (End of Year)$256K
Net Income$41K
Employer EIN813062958
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000256118 · Participants: 55Trifecta Medical LLC 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is A. Lemke, Inc. 401(k) Profit Sharing Plan in SC ($256K); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256K here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 19.1% during 2024, from $215K to $256K. Reported net income was $41K.
How have Trifecta Medical LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Trifecta Medical LLC's sponsor-wide assets grew 19.1%, from $215K to $256K.
Where does Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust 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 Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is A. Lemke, Inc. 401(k) Profit Sharing Plan in SC ($256K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Trifecta Medical LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 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 813062958.

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.