401(k) · DOL Form 5500 · 2023

Tracey Road Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
245
Participants Below avg headcount
69th
Percentile by assets National rank
$65,555
Avg per participant Low balance/head
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Official DOL plan name: Tracey Road Equipment, Inc. Employees 401(k) and Psp · Sponsored by Tracey Road Equipment, Inc. · New York · Wholesale Trade

$16M in assets, 245 participants

Tracey Road Equipment, Inc.'s Tracey Road Equipment, Inc. Employees 401(k) and Psp reported $16M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,014 in Wholesale Trade (6,309 peers)

Coverage in New York

Tracey Road Equipment, Inc. Employees 401(k) and Psp covers 245 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $16M.

#4,014
in Wholesale Trade (6,309 peers)
+15.0%
assets growth YoY

Tracey Road Equipment, Inc. Employees 401(k) and Psp's outsized position by total assets

Tracey Road Equipment, Inc. Employees 401(k) and Psp vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,060,980 Top 31% higher than 69% 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

Tracey Road Equipment, Inc. Employees 401(k) and Psp among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tracey Road Equipment, Inc. Employees 401(k) and Psp sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tracey Road Equipment, Inc. Employees 401(k) and Psp reported net income rose from $305K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tracey Road Equipment, Inc. Employees 401(k) and Psp reported participants rose from N/A in the plan year 2022 filing to 245 in the plan year 2023 filing.
  • Tracey Road Equipment, Inc. Employees 401(k) and Psp end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161058204 · Tracey Road Equipment, Inc. PY 2023 · 401(k)

Tracey Road Equipment, Inc. Employees 401(k) and Psp · $16M · 245 · 69th

  • TYPE $16M
  • TYPE 245
  • TYPE 69th
  • TYPE 401(k)
  • TYPE near Butler, Shine, Stern & Partners, LLC 401(k) Plan
  • TYPE ind #4014

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 New York →

Tracey Road Equipment, Inc. Employees 401(k) and Psp in the asset neighbourhood

Tracey Road Equipment, Inc. Employees 401(k) and PspTracey Road Equipment, Inc. …$16MButler, Shine, Stern & Partners, LLC 401(k) PlanButler, Shine, Stern & Partn…$16MCo-Op 401(k) Plan$16MEfficient Capital Management, LLC 401(k) PlanEfficient Capital Management…$16MTroy Design & Manufacturing Co. Bargaining Unit 401(k) PlanTroy Design & Manufacturing …$16M
End-of-year total assets ($M) among Tracey Road Equipment, Inc. Employees 401(k) and Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN161058204
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tracey Road Equipment, Inc.)

Sponsor-wide plan assets over time

All Tracey Road Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.7742129284143% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.6M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 N/A $14M
2023 1 245 $16M
2024 1 274 $19M

Nearby 401(k) Plans in New York

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

Tracey Road Equipment, Inc. Employees 401(k) and Psp vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tracey Road Equipment, Inc. Employees 401(k) and Psp, Total assets ($B): 0.01606098 · Participants: 245Tracey Road Equipment, Inc. Employees 401(k) and PspIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Tracey Road Equipment, Inc. Employees 401(k) and Psp vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tracey Road Equipment, Inc. Employees 401(k) and Psp side-by-side with 3 peers →

Tracey Road Equipment, Inc. Employees 401(k) and Psp's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Butler, Shine, Stern & Partners, LLC 401(k) Plan in CA ($16M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Tracey Road Equipment, Inc. Employees 401(k) and Psp assets move in 2023? ▼
Tracey Road Equipment, Inc. Employees 401(k) and Psp grew at a solid clip - up 15.0% during 2023, from $14M to $16M. Reported net income was $2M.
How have Tracey Road Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tracey Road Equipment, Inc.'s sponsor-wide assets grew 32.8%, from $14M to $19M.
Which 401(k) plans are similar in size to Tracey Road Equipment, Inc. Employees 401(k) and Psp? ▼
Among 401(k) plans in other states, the closest by assets is Butler, Shine, Stern & Partners, LLC 401(k) Plan in CA ($16M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Tracey Road Equipment, Inc. Employees 401(k) and Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 161058204.

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.