ESOP · DOL Form 5500 · 2022

Trek Bicycle Corporation ESOP

Data updated 2026-08-25

$240M
Total assets Near avg plan size
1,797
Participants Near avg headcount
96th
Percentile by assets National rank
$133,452
Avg per participant Near avg balance/head
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Official DOL plan name: Trek Bicycle Corporation Employee Stock Ownership Plan · Sponsored by Trek Bicycle Corporation · Wisconsin · Manufacturing

$240M in assets, 1,797 participants

Trek Bicycle Corporation's Trek Bicycle Corporation Employee Stock Ownership Plan reported $240M in total assets and 1,797 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,346 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Trek Bicycle Corporation Employee Stock Ownership Plan covers 1,797 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $240M.

#19,346
in Manufacturing (20,602 peers)
+2.1%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Trek Bicycle Corporation Employee Stock Ownership Plan's outsized position by total assets

Trek Bicycle Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$239,813,876 Top 4% higher than 96% 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

Trek Bicycle Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trek Bicycle Corporation Employee Stock Ownership Plan lands in the large band (1,797 participants).

DOL schedule card

Filing strip 391237359 · Trek Bicycle Corporation PY 2022 · ESOP

Trek Bicycle Corporation Employee Stock Ownership Plan · $240M · 1,797 · 96th

  • EIN $240M
  • EIN 1,797
  • EIN 96th
  • EIN ESOP
  • EIN near Src Employee Stock Ownership Plan and Trust
  • EIN ind #19346

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 What is an ESOP? → · Plans in Wisconsin →

Trek Bicycle Corporation Employee Stock Ownership Plan in the asset neighbourhood

Trek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$240MSrc Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership…$238MDavis H. Elliot Company, Incorporated Employee Stock Ownership PlanDavis H. Elliot Company, Inc…$237MModern Technology Solutions Inc. Employee Stock Ownership Plan and TrustModern Technology Solutions …$235MDakota Supply Group, Inc. Employee Stock Ownership PlanDakota Supply Group, Inc. Em…$234M
End-of-year total assets ($M) among Trek Bicycle Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$240M
Net Income$10M
Employer EIN391237359
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trek Bicycle Corporation)

Sponsor-wide plan assets over time

All Trek Bicycle Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$393M 5.323352805141143% vs 2022
2024 filing year
$390M$400M$410M$420M 202220232024 $415M $393M ▼ -5.3%
Year Plans Participants Total Assets
2022 2 4,666 $415M
2023 2 5,980 $413M
2024 2 5,274 $393M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Trek Bicycle Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0123 Total assets ($B) Participants Trek Bicycle Corporation Employee Stock Ownership Plan, Total assets ($B): 0.239813876 · Participants: 1797Trek Bicycle Corporation Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Trek Bicycle Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Trek Bicycle Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Trek Bicycle Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Src Employee Stock Ownership Plan and Trust in MO ($238M); by covered participants it is Mortenson Dental Partners Employee Stock Ownership Plan in KY (1,808 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,797 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 Trek Bicycle Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Trek Bicycle Corporation Employee Stock Ownership Plan edged up modestly - up 2.1% during 2022, from $235M to $240M. Reported net income was $10M.
How have Trek Bicycle Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trek Bicycle Corporation's sponsor-wide assets declined 5.3%, from $415M to $393M.
Where does Trek Bicycle Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Trek Bicycle Corporation Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Trek Bicycle Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Src Employee Stock Ownership Plan and Trust in MO ($238M, 1,388 participants).
Which ESOP plans cover a similar participant headcount to Trek Bicycle Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mortenson Dental Partners Employee Stock Ownership Plan in KY (1,808 participants, $56M 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 391237359.

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.