401(k) · DOL Form 5500 · 2024

Trilogy Federal, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
184
Participants Below avg headcount
69th
Percentile by assets National rank
$101,256
Avg per participant Below avg balance/head
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Official DOL plan name: Trilogy Federal, LLC 401(k) P/S Plan · Sponsored by Trilogy Federal, LLC · Virginia · Professional & Technical Services

$19M in assets, 184 participants

Trilogy Federal, LLC's Trilogy Federal, LLC 401(k) P/S Plan reported $19M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,733 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Trilogy Federal, LLC 401(k) P/S Plan covers 184 participants in Virginia, about 24% of the average Virginia filer (state average ~782 per filing). Assets: $19M.

#13,733
in Professional & Technical Services (20,173 peers)
+25.4%
assets growth YoY

Trilogy Federal, LLC 401(k) P/S Plan's outsized position by total assets

Trilogy Federal, LLC 401(k) P/S Plan vs every filed plan by assets

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

$18,631,115 Top 31% higher than 69% 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

Trilogy Federal, LLC 401(k) P/S 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. Trilogy Federal, LLC 401(k) P/S Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trilogy Federal, LLC 401(k) P/S Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Trilogy Federal, LLC 401(k) P/S Plan reported participants rose from 172 in the plan year 2023 filing to 184 in the plan year 2024 filing.
  • Trilogy Federal, LLC 401(k) P/S Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264435075 · Trilogy Federal, LLC PY 2024 · 401(k)

Trilogy Federal, LLC 401(k) P/S Plan · $19M · 184 · 69th

  • BOOK $19M
  • BOOK 184
  • BOOK 69th
  • BOOK 401(k)
  • BOOK near Bob Ciasulli Auto Group 401(k) Plan
  • BOOK ind #13733

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Trilogy Federal, LLC 401(k) P/S Plan in the asset neighbourhood

Trilogy Federal, LLC 401(k) P/S PlanTrilogy Federal, LLC 401(k) …$19MBob Ciasulli Auto Group 401(k) PlanBob Ciasulli Auto Group 401(…$19MYou Need a Budget LLC 401(k) Profit Sharing Plan and TrustYou Need a Budget LLC 401(k)…$19MMedical Diagnostic Associates, PA Employees' Profit Sharing PlanMedical Diagnostic Associate…$19MMoody Insurance Agency, Inc. 401(k) & Profit Sharing PlanMoody Insurance Agency, Inc.…$19M
End-of-year total assets ($M) among Trilogy Federal, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN264435075
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trilogy Federal, LLC)

Sponsor-wide plan assets over time

All Trilogy Federal, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 70.95730360585459% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.9M $18.6M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 131 $11M
2023 1 172 $15M
2024 1 184 $19M

Nearby 401(k) Plans in Virginia

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

Trilogy Federal, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Trilogy Federal, LLC 401(k) P/S Plan, Total assets ($B): 0.018631115 · Participants: 184Trilogy Federal, LLC 401(k) P/S PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Trilogy Federal, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Trilogy Federal, LLC 401(k) P/S Plan side-by-side with 3 peers →

Trilogy Federal, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Bob Ciasulli Auto Group 401(k) Plan in NJ ($19M); by covered participants it is Tusimple 401(k) Plan in CA (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Trilogy Federal, LLC 401(k) P/S Plan assets move in 2024? ▼
Trilogy Federal, LLC 401(k) P/S Plan grew sharply - up 25.4% during 2024, from $15M to $19M. Reported net income was $4M.
How have Trilogy Federal, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trilogy Federal, LLC's sponsor-wide assets grew 71.0%, from $11M to $19M.
Which 401(k) plans are similar in size to Trilogy Federal, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Ciasulli Auto Group 401(k) Plan in NJ ($19M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Trilogy Federal, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tusimple 401(k) Plan in CA (184 participants, N/A 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 264435075.

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.