401(k) · DOL Form 5500 · 2023

Trefz Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,040
Participants Near avg headcount
73rd
Percentile by assets National rank
$19,618
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

$20M in assets, 1,040 participants

Trefz Corporation's Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan reported $20M in total assets and 1,040 participants in its 2023 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.

  • #4,412 in Wholesale Trade (6,309 peers)

Trefz Corporation multi-year trail

Trefz Corporation's plans moved +23.2% in assets from 2022 to 2024; this filing shows Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan at $20M / 1,040 participants.

#4,412
in Wholesale Trade (6,309 peers)
+12.0%
assets growth YoY

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 2023 · DOL Form 5500

$20,402,662 Top 27% higher than 73% of 127,068 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 2023

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan lands in the large band (1,040 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan reported participants rose from 935 in the plan year 2022 filing to 1,040 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060862427 · Trefz Corporation PY 2023 · 401(k)

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan · $20M · 1,040 · 73rd

  • PHOTO $20M
  • IND 1,040
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Firemon, LLC 401(k) Plan
  • PCT ind #4412

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…$20MFiremon, LLC 401(k) Plan$20MDoc & Nys & W Railway 401(k) Savings Plan & TrustDoc & Nys & W Railway 401(k)…$20MThe Hourly 401(k) Savings PlanThe Hourly 401(k) Savings Pl…$20MBreeze Aviation Group 401(k) Team Member PlanBreeze Aviation Group 401(k)…$20M
End-of-year total assets ($M) among Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trefz Corporation multi-year asset trail

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

Trefz Corporation filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN060862427
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

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. -50000050000100000150000 -200204060 Total assets ($B) Participants Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan, Total assets ($B): 0.020402662 · Participants: 1040Trefz Corporation & Its Affiliates Profit Sharing 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) 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 Firemon, LLC 401(k) Plan in KS ($20M); by covered participants it is Flagstone Foods 401(k) Plan in MN (1,040 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,040 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $18M to $20M. Reported net income was $2M.
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.
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 Firemon, LLC 401(k) Plan in KS ($20M, 160 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 Flagstone Foods 401(k) Plan in MN (1,040 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.