401(k) · DOL Form 5500 · 2024

Trio Home Health Care of San Diego, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$152,830
Avg per participant Above avg balance/head
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Official DOL plan name: Trio Home Health Care of San Diego, Inc. 401(k) Plan · Sponsored by Trio Home Health Care of San Diego, Inc. · California · Healthcare & Social Assistance

$2M in assets, 11 participants

Trio Home Health Care of San Diego, Inc.'s Trio Home Health Care of San Diego, Inc. 401(k) Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,228 in Healthcare & Social Assistance (16,916 peers)

Trio Home Health Care of San Diego, Inc. multi-year trail

Trio Home Health Care of San Diego, Inc.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Trio Home Health Care of San Diego, Inc. 401(k) Plan at $2M / 11 participants.

#4,228
in Healthcare & Social Assistance (16,916 peers)
+50.3%
assets growth YoY

Trio Home Health Care of San Diego, Inc. 401(k) Plan among the smaller filed plans by assets

Trio Home Health Care of San Diego, Inc. 401(k) Plan vs every filed plan by assets

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

$1,681,127 28th percentile higher than 28% 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

Trio Home Health Care of San Diego, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trio Home Health Care of San Diego, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trio Home Health Care of San Diego, Inc. 401(k) Plan reported net income rose from -$31K in the plan year 2023 filing to $563K in the plan year 2024 filing.
  • Trio Home Health Care of San Diego, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464159728 · Trio Home Health Care of San Diego, Inc. PY 2024 · 401(k)

Trio Home Health Care of San Diego, Inc. 401(k) Plan · $2M · 11 · 28th

  • 5500 $2M
  • ASSETS 11
  • PCT 28th
  • EIN 401(k)
  • RANK near Synergen, LLC 401(k) Plan
  • PHOTO ind #4228

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 California →

Trio Home Health Care of San Diego, Inc. 401(k) Plan in the asset neighbourhood

Trio Home Health Care of San Diego, Inc. 401(k) PlanTrio Home Health Care of San…$2MSynergen, LLC 401(k) Plan$2MLangefeld, Czapla, & Associates, D.D.S., P.C. Profit Sharing PlanLangefeld, Czapla, & Associa…$2MLake State Ventures, Inc. Retirement PlanLake State Ventures, Inc. Re…$2MMctd 401(k) Profit Sharing PlanMctd 401(k) Profit Sharing P…$2M
End-of-year total assets ($M) among Trio Home Health Care of San Diego, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trio Home Health Care of San Diego, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trio Home Health Care of San Diego, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.25948526814533% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.15M $1.68M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 11 $1M
2024 1 11 $2M

Trio Home Health Care of San Diego, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$563K
Employer EIN464159728
Plan Effective Date2013-11-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Trio Home Health Care of San Diego, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Trio Home Health Care of San Diego, Inc. 401(k) Plan, Total assets ($B): 0.001681127 · Participants: 11Trio Home Health Care of San Diego, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Trio Home Health Care of San Diego, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trio Home Health Care of San Diego, Inc. 401(k) Plan side-by-side with 3 peers →

Trio Home Health Care of San Diego, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Synergen, LLC 401(k) Plan in LA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Trio Home Health Care of San Diego, Inc. 401(k) Plan assets move in 2024? ▼
Trio Home Health Care of San Diego, Inc. 401(k) Plan surged - up 50.3% during 2024, from $1M to $2M. Reported net income was $563K.
How have Trio Home Health Care of San Diego, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trio Home Health Care of San Diego, Inc.'s sponsor-wide assets grew 46.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Trio Home Health Care of San Diego, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Synergen, LLC 401(k) Plan in LA ($2M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Trio Home Health Care of San Diego, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 464159728.

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.