401(k) · DOL Form 5500 · 2022

Trek Bicycle Corporation 401(k) Plan

Data updated 2026-08-25

$175M
Total assets Near avg plan size
2,869
Participants Above avg headcount
95th
Percentile by assets National rank
$60,969
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trek Bicycle Corporation 401(k) Plan · Sponsored by Trek Bicycle Corporation · Wisconsin · Manufacturing

$175M in assets, 2,869 participants

Trek Bicycle Corporation's Trek Bicycle Corporation 401(k) Plan reported $175M in total assets and 2,869 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,039 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Trek Bicycle Corporation 401(k) Plan covers 2,869 participants in Wisconsin, 5.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $175M.

#19,039
in Manufacturing (20,602 peers)
-8.6%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trek Bicycle Corporation 401(k) Plan's outsized position by total assets

Trek Bicycle Corporation 401(k) Plan vs every filed plan by assets

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

$174,920,086 Top 5% higher than 95% 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 401(k) 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 401(k) Plan lands in the large band (2,869 participants).

EBSA filing schedule strip

Filing strip 391237359 · Trek Bicycle Corporation PY 2022 · 401(k)

Trek Bicycle Corporation 401(k) Plan · $175M · 2,869 · 95th

  • 5500 $175M
  • 5500 2,869
  • 5500 95th
  • 5500 401(k)
  • 5500 near Mckinstry Co. Profit Sharing and 401(k) Plan
  • 5500 ind #19039

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 Manufacturing retirement plans → · Plans in Wisconsin →

Trek Bicycle Corporation 401(k) Plan in the asset neighbourhood

Wacker Savings Plan$175MTrek Bicycle Corporation 401(k) PlanTrek Bicycle Corporation 401…$175MMckinstry Co. Profit Sharing and 401(k) PlanMckinstry Co. Profit Sharing…$175MSew-Eurodrive, Inc. Profit Sharing/ 401(k) Retirement PlanSew-Eurodrive, Inc. Profit S…$175MAdams Street Partners, LLC Savings Incentive PlanAdams Street Partners, LLC S…$175M
End-of-year total assets ($M) among Trek Bicycle Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$175M
Net Income-$21M
Employer EIN391237359
Plan Effective Date1996-04-01
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 401(k) Plans in Wisconsin

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

Trek Bicycle Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -20246 Total assets ($B) Participants Trek Bicycle Corporation 401(k) Plan, Total assets ($B): 0.174920086 · Participants: 2869Trek Bicycle Corporation 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Trek Bicycle Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trek Bicycle Corporation 401(k) Plan side-by-side with 3 peers →

Trek Bicycle Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mckinstry Co. Profit Sharing and 401(k) Plan in WA ($175M); by covered participants it is Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan in IL (2,869 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,869 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 401(k) Plan assets move in 2022? ▼
Trek Bicycle Corporation 401(k) Plan pulled back noticeably - down 8.6% during 2022, from $191M to $175M. Reported net income was -$21M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Trek Bicycle Corporation 401(k) Plan ranks in the 95th 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 401(k) plans are similar in size to Trek Bicycle Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mckinstry Co. Profit Sharing and 401(k) Plan in WA ($175M, 1,122 participants).
Which 401(k) plans cover a similar participant headcount to Trek Bicycle Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan in IL (2,869 participants, $222M 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.