401(k) · DOL Form 5500 · 2024
Trellis Ware Technologies, Inc. 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 232
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $214,544
- Avg per participant Above avg balance/head
Official DOL plan name: Trellisware Technologies 401(k) Retirement Plan · Sponsored by Trellis Ware Technologies, Inc. · California · Manufacturing
$50M in assets, 232 participants
Trellis Ware Technologies, Inc.'s Trellisware Technologies 401(k) Retirement Plan reported $50M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #13,753 in Manufacturing (17,777 peers)
Coverage in California
Trellisware Technologies 401(k) Retirement Plan covers 232 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $50M.
- #13,753
- in Manufacturing (17,777 peers)
- +11.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Trellisware Technologies 401(k) Retirement Plan's outsized position by total assets
Trellisware Technologies 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,774,101 Top 16% higher than 84% 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
Trellisware Technologies 401(k) 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. Trellisware Technologies 401(k) Retirement Plan sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trellisware Technologies 401(k) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Trellisware Technologies 401(k) Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
DOL schedule card
Filing strip 330922364 · Trellis Ware Technologies, Inc. PY 2024 · 401(k)
Trellisware Technologies 401(k) Retirement Plan · $50M · 232 · 84th
- SCH $50M
- SCH 232
- SCH 84th
- SCH 401(k)
- SCH near East Management Services 401(k) Plan
- SCH ind #13753
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 California →
Trellisware Technologies 401(k) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $5M |
| Employer EIN | 330922364 |
| Plan Effective Date | 2001-05-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trellis Ware Technologies, Inc.)
Sponsor-wide plan assets over time
All Trellis Ware Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 51.45680495620043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $33M |
| 2023 | 1 | 231 | $45M |
| 2024 | 1 | 232 | $50M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Trellisware Technologies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is East Management Services 401(k) Plan in FL ($50M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- East Management Services 401(k) Plan (FL) $50M · 446
- Ptc Alliance LLC Union Retirement Savings Plan (PA) $50M · 714
- Patientcare 401(k) Savings Plan (TX) $50M · 1,972
- Global Industries, Inc. 401(k) Savings Plan (NJ) $50M · 365
Similar participant headcount
Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.
- Aspen Therapy 401(k) Plan (OH) 232 · 0 off
- Weiler Forestry 401(k) Plan (GA) 232 · 0 off
- Radius Health, Inc. 401(k) Plan (MA) 232 · 0 off
- North Fork Holdings, Inc. 401(k) Ret. Plan (IL) 232 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.