401(k) · DOL Form 5500 · 2022

Trefz Corporation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
935
Participants Near avg headcount
76th
Percentile by assets National rank
$19,486
Avg per participant Low balance/head
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Official DOL plan name: Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan · Sponsored by Trefz Corporation · Connecticut · Wholesale Trade

$18M in assets, 935 participants

Trefz Corporation's Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan reported $18M in total assets and 935 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,977 in Wholesale Trade (6,843 peers)

Where Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan sits by assets

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 935 participants (~$19,486/participant), down 18.8% in 2022.

#4,977
in Wholesale Trade (6,843 peers)
-18.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan's outsized position by total assets

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,219,842 Top 24% higher than 76% of 139,123 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 2022

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan sits mid-pack in the medium band (935 participants).

DOL schedule card

Filing strip 060862427 · Trefz Corporation PY 2022 · 401(k)

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan · $18M · 935 · 76th

  • BOY $18M
  • SCH 935
  • EBSA 76th
  • PART 401(k)
  • TYPE near Southland Credit Union 401(k) Plan and Trust
  • NET ind #4977

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in the asset neighbourhood

Trefz Corporation & Its Affiliates Profit Sharing 401(k) PlanTrefz Corporation & Its Affi…$18MSouthland Credit Union 401(k) Plan and TrustSouthland Credit Union 401(k…$18MNorthway Bank 401(k) and Profit Sharing PlanNorthway Bank 401(k) and Pro…$18MAsh Stevens, LLC 401(k) Plan$18MOhio Hospital Association Employee 401(k) Retirement PlanOhio Hospital Association Em…$18M
End-of-year total assets ($M) among Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN060862427
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Trefz Corporation)

Sponsor-wide plan assets over time

All Trefz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 23.16926787839324% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.2M $22.4M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 935 $18M
2023 1 1,040 $20M
2024 1 949 $22M

Nearby 401(k) Plans in Connecticut

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

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan, Total assets ($B): 0.018219842 · Participants: 935Trefz Corporation & Its Affiliates Profit Sharing 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan side-by-side with 3 peers →

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Southland Credit Union 401(k) Plan and Trust in CA ($18M); by covered participants it is The Gorman-Rupp Company 401(k) Plan in OH (935 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (935 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan assets move in 2022? ▼
Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan declined sharply - down 18.8% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Trefz Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trefz Corporation's sponsor-wide assets grew 23.2%, from $18M to $22M.
Where does Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southland Credit Union 401(k) Plan and Trust in CA ($18M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Gorman-Rupp Company 401(k) Plan in OH (935 participants, $78M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060862427.

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.