401(k) · DOL Form 5500 · 2023
Trek Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $156K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $78,061
- Avg per participant Below avg balance/head
Official DOL plan name: Trek Holdings Inc. 401(k) Plan · Sponsored by Trek Holdings Inc. · Georgia · Manufacturing
$156K in assets, 2 participants
Trek Holdings Inc.'s Trek Holdings Inc. 401(k) Plan reported $156K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #650 in Manufacturing (18,722 peers)
Trek Holdings Inc. multi-year trail
Trek Holdings Inc.'s plans moved +4648.0% in assets from 2022 to 2024; this filing shows Trek Holdings Inc. 401(k) Plan at $156K / 2 participants.
- #650
- in Manufacturing (18,722 peers)
- +752.7%
- assets growth YoY
Trek Holdings Inc. 401(k) Plan among the smaller filed plans by assets
Trek Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$156,121 9th percentile higher than 9% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Trek Holdings Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trek Holdings Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trek Holdings Inc. 401(k) Plan end-of-year assets rose from $18K in the plan year 2022 filing to $156K in the plan year 2023 filing.
- Trek Holdings Inc. 401(k) Plan reported net income rose from -$89K in the plan year 2022 filing to $138K in the plan year 2023 filing.
- Trek Holdings Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 871267671 · Trek Holdings Inc. PY 2023 · 401(k)
Trek Holdings Inc. 401(k) Plan · $156K · 2 · 9th
- 5500 $156K
- ASSETS 2
- PCT 9th
- EIN 401(k)
- RANK near Procrustean Inc. Retirement Plan
- PHOTO ind #650
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 Georgia →
Trek Holdings Inc. 401(k) Plan in the asset neighbourhood
Trek Holdings Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Trek Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $869K 4647.97924631349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $18K |
| 2023 | 1 | 2 | $156K |
| 2024 | 1 | 3 | $869K |
Trek Holdings Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $18K |
|---|---|
| Net Assets (End of Year) | $156K |
| Net Income | $138K |
| Employer EIN | 871267671 |
| Plan Effective Date | 2021-06-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Trek Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Procrustean Inc. Retirement Plan in UT ($156K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156K here).
- Procrustean Inc. Retirement Plan (UT) $156K · 2
- Dunton Brands 401(k) (AZ) $156K · 1
- Desert Delights, Inc. 401(k) Plan (CA) $156K · 17
- Rtb 401(k) Trust (LA) $156K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.