401(k) · DOL Form 5500 · 2024

Trillium Health, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
244
Participants Below avg headcount
73rd
Percentile by assets National rank
$96,040
Avg per participant Below avg balance/head
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Official DOL plan name: Trillium Health, Inc. Defined Contribution Plan · Sponsored by Trillium Health, Inc. · New York · Healthcare & Social Assistance

$23M in assets, 244 participants

Trillium Health, Inc.'s Trillium Health, Inc. Defined Contribution Plan reported $23M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,065 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Trillium Health, Inc. Defined Contribution Plan covers 244 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $23M.

#13,065
in Healthcare & Social Assistance (16,916 peers)
+13.5%
assets growth YoY

Trillium Health, Inc. Defined Contribution Plan's outsized position by total assets

Trillium Health, Inc. Defined Contribution Plan vs every filed plan by assets

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

$23,433,683 Top 27% higher than 73% 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

Trillium Health, Inc. Defined Contribution 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. Trillium Health, Inc. Defined Contribution Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trillium Health, Inc. Defined Contribution Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Trillium Health, Inc. Defined Contribution Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Trillium Health, Inc. Defined Contribution Plan reported participants rose from 228 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161356734 · Trillium Health, Inc. PY 2024 · 401(k)

Trillium Health, Inc. Defined Contribution Plan · $23M · 244 · 73rd

  • BOOK $23M
  • BOOK 244
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Wps Bargaining Unit Employees 401(k) Plan
  • BOOK ind #13065

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 New York →

Trillium Health, Inc. Defined Contribution Plan in the asset neighbourhood

G.E.C., Inc. Employees' 401(k) Retirement Savings PlanG.E.C., Inc. Employees' 401(…$23MMarketbridge, Inc. 401(k) PlanMarketbridge, Inc. 401(k) Pl…$23MTrillium Health, Inc. Defined Contribution PlanTrillium Health, Inc. Define…$23MWps Bargaining Unit Employees 401(k) PlanWps Bargaining Unit Employee…$23MCyprus Federal Credit Union 401(k) Profit Sharing Plan and TrustCyprus Federal Credit Union …$23M
End-of-year total assets ($M) among Trillium Health, Inc. Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN161356734
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trillium Health, Inc.)

Sponsor-wide plan assets over time

All Trillium Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 46.26191335440389% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16M $23.4M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 227 $16M
2023 1 228 $21M
2024 1 244 $23M

Nearby 401(k) Plans in New York

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

Trillium Health, Inc. Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trillium Health, Inc. Defined Contribution Plan, Total assets ($B): 0.023433683 · Participants: 244Trillium Health, Inc. Defined Contribution PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Trillium Health, Inc. Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Trillium Health, Inc. Defined Contribution Plan side-by-side with 3 peers →

Trillium Health, Inc. Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wps Bargaining Unit Employees 401(k) Plan in WI ($23M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Trillium Health, Inc. Defined Contribution Plan assets move in 2024? ▼
Trillium Health, Inc. Defined Contribution Plan grew at a solid clip - up 13.5% during 2024, from $21M to $23M. Reported net income was $3M.
How have Trillium Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trillium Health, Inc.'s sponsor-wide assets grew 46.3%, from $16M to $23M.
Which 401(k) plans are similar in size to Trillium Health, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wps Bargaining Unit Employees 401(k) Plan in WI ($23M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Trillium Health, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K 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 161356734.

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.