401(k) · DOL Form 5500 · 2024

Trillium Family Services, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
596
Participants Below avg headcount
72nd
Percentile by assets National rank
$37,051
Avg per participant Low balance/head
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Official DOL plan name: Trillium Family Services, Inc. Employees Retirement Plan · Sponsored by Trillium Family Services, Inc. · Oregon · Other Services

$22M in assets, 596 participants

Trillium Family Services, Inc.'s Trillium Family Services, Inc. Employees Retirement Plan reported $22M in total assets and 596 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,547 in Other Services (7,719 peers)

Trillium Family Services, Inc. multi-year trail

Trillium Family Services, Inc.'s plans moved +38.0% in assets from 2022 to 2024; this filing shows Trillium Family Services, Inc. Employees Retirement Plan at $22M / 596 participants.

#6,547
in Other Services (7,719 peers)
+19.4%
assets growth YoY

Trillium Family Services, Inc. Employees Retirement Plan's outsized position by total assets

Trillium Family Services, Inc. Employees Retirement Plan vs every filed plan by assets

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

$22,082,558 Top 28% higher than 72% 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 Family Services, Inc. Employees Retirement 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. Trillium Family Services, Inc. Employees Retirement Plan sits mid-pack in the medium band (596 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trillium Family Services, Inc. Employees Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Trillium Family Services, Inc. Employees Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Trillium Family Services, Inc. Employees Retirement Plan reported participants rose from 549 in the plan year 2023 filing to 596 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930386966 · Trillium Family Services, Inc. PY 2024 · 401(k)

Trillium Family Services, Inc. Employees Retirement Plan · $22M · 596 · 72nd

  • ASSETS $22M
  • PCT 596
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Law Offices of Pearlman, Brown & Wax, L.L.P. 401(k) Plan
  • IND ind #6547

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 Other Services retirement plans → · Plans in Oregon →

Trillium Family Services, Inc. Employees Retirement Plan in the asset neighbourhood

Trillium Family Services, Inc. Employees Retirement PlanTrillium Family Services, In…$22MLaw Offices of Pearlman, Brown & Wax, L.L.P. 401(k) PlanLaw Offices of Pearlman, Bro…$22MSchechter Dokken Kanter Andrews & Selcer Ltd. 401(k) Profit Sharing PlanSchechter Dokken Kanter Andr…$22MMatanuska Electric Association, Inc. 401(k) PlanMatanuska Electric Associati…$22MPort Consolidated 401(k) Salary Reduction Plan and TrustPort Consolidated 401(k) Sal…$22M
End-of-year total assets ($M) among Trillium Family Services, Inc. Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trillium Family Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trillium Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.96837116590137% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16M $22.1M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 495 $16M
2023 2 560 $20M
2024 2 606 $22M

Trillium Family Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN930386966
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Trillium Family Services, Inc. Employees Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Trillium Family Services, Inc. Employees Retirement Plan, Total assets ($B): 0.022082558 · Participants: 596Trillium Family Services, Inc. Employees Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Trillium Family Services, Inc. Employees Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Trillium Family Services, Inc. Employees Retirement Plan side-by-side with 3 peers →

Trillium Family Services, Inc. Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Law Offices of Pearlman, Brown & Wax, L.L.P. 401(k) Plan in CA ($22M); by covered participants it is Orthonebraska 401(k) Plan in NE (596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (596 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 Family Services, Inc. Employees Retirement Plan assets move in 2024? ▼
Trillium Family Services, Inc. Employees Retirement Plan grew sharply - up 19.4% during 2024, from $18M to $22M. Reported net income was $4M.
How have Trillium Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trillium Family Services, Inc.'s sponsor-wide assets grew 38.0%, from $16M to $22M.
Which 401(k) plans are similar in size to Trillium Family Services, Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Law Offices of Pearlman, Brown & Wax, L.L.P. 401(k) Plan in CA ($22M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Trillium Family Services, Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthonebraska 401(k) Plan in NE (596 participants, $98M 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 930386966.

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.