ESOP · DOL Form 5500 · 2022
Trek Bicycle Corporation ESOP
Data updated 2026-08-11
- $240M
- Total assets
- 1,797
- Participants
- 96th
- Percentile by assets
- $133,452
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $240M
- total plan assets (2022 EOY)
- 1,797
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $133,452
- avg assets per participant
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Trek Bicycle Corporation Employee Stock Ownership Plan reports 1,797 participants - 3.2x that state average ($240M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $235M |
|---|---|
| Net Assets (End of Year) | $240M |
| Net Income | $10M |
| Employer EIN | 391237359 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trek Bicycle Corporation)
| 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
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Trek Bicycle Corporation Employee Stock Ownership Plan by total assets, not by location.
- Src Employee Stock Ownership Plan and Trust (MO) $238M · 1,388
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan (VA) $237M · 1,882
- Modern Technology Solutions Inc. Employee Stock Ownership Plan and Trust (VA) $235M · 1,594
- Dakota Supply Group, Inc. Employee Stock Ownership Plan (ND) $234M · 616
Frequently Asked Questions
How did Trek Bicycle Corporation Employee Stock Ownership Plan assets move in 2022? ▼
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Where does Trek Bicycle Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Trek Bicycle Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Trek Bicycle Corporation Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Trek Bicycle Corporation's sponsor-wide assets have declined 5.3% since 2022 across 3 plan years on file. More Manufacturing plans