401(k) · DOL Form 5500 · 2024
Trilogy Management Services, LLC 401(k) Plan
Data updated 2026-08-11
- $194M
- Total assets
- 14,454
- Participants
- 94th
- Percentile by assets
- $13,404
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $194M
- total plan assets (2024 EOY)
- 14,454
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $13,404
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Trilogy Management Services, LLC Retirement Savings Plan reports 14,454 participants - 22x that state average ($194M EOY assets).
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)
| 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.
Trilogy Management Services, LLC Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trilogy Management Services, LLC Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Trilogy Management Services, LLC Retirement Savings Plan assets move in 2024? ▼
How have Trilogy Management Services, LLC plan assets changed over time? ▼
Where does Trilogy Management Services, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Trilogy Management Services, LLC Retirement Savings Plan? ▼
Next read for Trilogy Management Services, LLC Retirem…
Filing takeaways
Ways to act on Trilogy Management Services, LLC Retirement Savings Plan's numbers.
- By total assets, Trilogy Management Services, LLC Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Trilogy Management Services, LLC's sponsor-wide assets have grown 65.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans