401(k) · DOL Form 5500 · 2024
Trilogy Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 14,454
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $13,404
- Avg per participant Low balance/head
Official DOL plan name: Trilogy Management Services, LLC Retirement Savings Plan · Sponsored by Trilogy Management Services, LLC · Kentucky · Healthcare & Social Assistance
$194M in assets, 14,454 participants
Trilogy Management Services, LLC's Trilogy Management Services, LLC Retirement Savings Plan reported $194M in total assets and 14,454 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,037 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Trilogy Management Services, LLC Retirement Savings Plan covers 14,454 participants in Kentucky, 22x the typical Kentucky plan (state average ~647 per filing). Assets: $194M.
- #16,037
- in Healthcare & Social Assistance (16,916 peers)
- +22.4%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Trilogy Management Services, LLC Retirement Savings Plan's outsized position by total assets
Trilogy Management Services, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,744,300 Top 6% higher than 94% 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
Trilogy Management Services, LLC Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trilogy Management Services, LLC Retirement Savings Plan is a mega filing (14,454 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trilogy Management Services, LLC Retirement Savings Plan end-of-year assets rose from $158M in the plan year 2023 filing to $194M in the plan year 2024 filing.
- Trilogy Management Services, LLC Retirement Savings Plan reported participants fell from 15,915 in the plan year 2023 filing to 14,454 in the plan year 2024 filing.
- Trilogy Management Services, LLC Retirement Savings Plan reported net income fell from $40M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 320381871 · Trilogy Management Services, LLC PY 2024 · 401(k)
Trilogy Management Services, LLC Retirement Savings Plan · $194M · 14,454 · 94th
- BOY $194M
- SCH 14,454
- EBSA 94th
- PART 401(k)
- TYPE near Husqvarna Retirement Savings 401(k) Plan
- NET ind #16037
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 Kentucky →
Trilogy Management Services, LLC Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $37M |
| Employer EIN | 320381871 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trilogy Management Services, LLC)
Sponsor-wide plan assets over time
All Trilogy Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $194M 65.48508123690237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15,007 | $117M |
| 2023 | 1 | 15,915 | $158M |
| 2024 | 1 | 14,454 | $194M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Scale composition for Trilogy Management Services, LLC Retirement Savings Plan
Trilogy Management Services, LLC Retirement Savings Plan reports $194M in end-of-year assets across 14,454 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $13,404 per participant (10% of the national average assets-per-participant) . Net income for plan year 2024 was $37M.
This plan identity (EIN 320381871, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $117M to $194M (+65.5%) while covered participants moved from 15,007 to 14,454 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,007 | $117M | Open filing |
| 2023 | 15,915 | $158M | Open filing |
| 2024 · index core | 14,454 | $194M | This page |
Trilogy Management Services, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Husqvarna Retirement Savings 401(k) Plan in NC ($194M); by covered participants it is Eg America Employee Savings Plan in MA (14,446 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- Husqvarna Retirement Savings 401(k) Plan (NC) $194M · 2,947
- Arete Associates 401(k) Profit Sharing Plan (CA) $194M · 379
- Nbbj Group Retirement Savings and Investment Plan (WA) $194M · 544
- Vialto Partners US Retirement Plan (MA) $194M · 755
Similar participant headcount
Nearest other-state filings by covered participants (14,454 participants); asset peers above are excluded.
- Eg America Employee Savings Plan (MA) 14,446 · 8 off
- Delta 401(k) Retirement Plan for Pilots (GA) 14,473 · 19 off
- Travel + Leisure Co. Employee Savings Plan (FL) 14,490 · 36 off
- Pyramid Advisors 401(k) Plan (MA) 14,378 · 76 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.