401(k) · DOL Form 5500 · 2024

Trividia Health, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
421
Participants Below avg headcount
86th
Percentile by assets National rank
$141,174
Avg per participant Near avg balance/head
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Official DOL plan name: Trividia Health, Inc. Employee Flexible Compensation Plan · Sponsored by Trividia Health, Inc. · Florida · Manufacturing

$59M in assets, 421 participants

Trividia Health, Inc.'s Trividia Health, Inc. Employee Flexible Compensation Plan reported $59M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,214 in Manufacturing (17,777 peers)

Where Trividia Health, Inc. Employee Flexible Compensation Plan sits by assets

Trividia Health, Inc. Employee Flexible Compensation Plan sits in the top quartile of all filed plans by assets, $59M for 421 participants (~$141,174/participant), up 4.8% in 2024.

#14,214
in Manufacturing (17,777 peers)
+4.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Trividia Health, Inc. Employee Flexible Compensation Plan's outsized position by total assets

Trividia Health, Inc. Employee Flexible Compensation Plan vs every filed plan by assets

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

$59,434,288 Top 14% higher than 86% 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

Trividia Health, Inc. Employee Flexible Compensation 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. Trividia Health, Inc. Employee Flexible Compensation Plan sits mid-pack in the medium band (421 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trividia Health, Inc. Employee Flexible Compensation Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Trividia Health, Inc. Employee Flexible Compensation Plan end-of-year assets rose from $57M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Trividia Health, Inc. Employee Flexible Compensation Plan reported participants fell from 434 in the plan year 2023 filing to 421 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222594392 · Trividia Health, Inc. PY 2024 · 401(k)

Trividia Health, Inc. Employee Flexible Compensation Plan · $59M · 421 · 86th

  • IND $59M
  • IND 421
  • IND 86th
  • IND 401(k)
  • IND near Housing Authority Risk Retention Group 401(k) Plan
  • IND ind #14214

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 Manufacturing retirement plans → · Plans in Florida →

Trividia Health, Inc. Employee Flexible Compensation Plan in the asset neighbourhood

American Trim L.L.C. Retirement Savings PlanAmerican Trim L.L.C. Retirem…$59MHousing Authority Risk Retention Group 401(k) PlanHousing Authority Risk Reten…$59MTrividia Health, Inc. Employee Flexible Compensation PlanTrividia Health, Inc. Employ…$59MAnnaly Capital Management, Inc. 401(k) PlanAnnaly Capital Management, I…$59MWoods, Fuller, Shultz & Smith, PC 401(k) Profit Sharing PlanWoods, Fuller, Shultz & Smit…$59M
End-of-year total assets ($M) among Trividia Health, Inc. Employee Flexible Compensation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$59M
Net Income$3M
Employer EIN222594392
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trividia Health, Inc.)

Sponsor-wide plan assets over time

All Trividia Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 18.208024828934917% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $59.4M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 461 $50M
2023 1 434 $57M
2024 1 421 $59M

Nearby 401(k) Plans in Florida

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

Trividia Health, Inc. Employee Flexible Compensation Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Trividia Health, Inc. Employee Flexible Compensation Plan, Total assets ($B): 0.059434288 · Participants: 421Trividia Health, Inc. Employee Flexible Compensation 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
Trividia Health, Inc. Employee Flexible Compensation Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Trividia Health, Inc. Employee Flexible Compensation Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Housing Authority Risk Retention Group 401(k) Plan in CT ($59M); by covered participants it is Ubg 401(k) - Frontier Cooperative in NE (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 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 Trividia Health, Inc. Employee Flexible Compensation Plan assets move in 2024?
Trividia Health, Inc. Employee Flexible Compensation Plan edged up modestly - up 4.8% during 2024, from $57M to $59M. Reported net income was $3M.
How have Trividia Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Trividia Health, Inc.'s sponsor-wide assets grew 18.2%, from $50M to $59M.
Where does Trividia Health, Inc. Employee Flexible Compensation Plan rank by assets among Form 5500 filers?
Trividia Health, Inc. Employee Flexible Compensation Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trividia Health, Inc. Employee Flexible Compensation Plan?
Among 401(k) plans in other states, the closest by assets is Housing Authority Risk Retention Group 401(k) Plan in CT ($59M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Trividia Health, Inc. Employee Flexible Compensation Plan?
Among 401(k) plans in other states, the closest by covered participants is Ubg 401(k) - Frontier Cooperative in NE (421 participants, $20M in assets).