Profit Sharing · DOL Form 5500 · 2023

Trecker, Fritz & Williams, Attorneys at Law Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
42nd
Percentile by assets National rank
$614,419
Avg per participant High balance/head
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Official DOL plan name: Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan · Sponsored by Trecker, Fritz & Williams, Attorneys at Law · Hawaii · Professional & Technical Services

$4M in assets, 7 participants

Trecker, Fritz & Williams, Attorneys at Law's Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,933 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan holds $4M for 7 participants - about $614,419 per participant, in the lower half of filed plans by assets.

#7,933
in Professional & Technical Services (20,321 peers)
+6.3%
assets growth YoY

Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan vs every filed plan by assets

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

$4,300,931 42nd percentile higher than 42% 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

Trecker Fritz & Williams, Attorneys at Law Profit Sharing 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. Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 990201164 · Trecker, Fritz & Williams, Attorneys at Law PY 2023 · Profit Sharing

Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan · $4M · 7 · 42nd

  • BOOK $4M
  • BOOK 7
  • BOOK 42nd
  • BOOK Profit Sharing
  • BOOK near Senior Connections 403(b) Plan
  • BOOK ind #7933

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 Professional & Technical Services retirement plans → · Plans in Hawaii →

Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan in the asset neighbourhood

Trecker Fritz & Williams, Attorneys at Law Profit Sharing PlanTrecker Fritz & Williams, At…$4MSenior Connections 403(b) PlanSenior Connections 403(b) Pl…$4MBhk Holdings, LLC 401(k) Profit Sharing PlanBhk Holdings, LLC 401(k) Pro…$4MEnterprise Coated Products Employee Profit Sharing Plan & TrustEnterprise Coated Products E…$4MPaso Robles Waste Disposal, Inc. Profit Sharing PlanPaso Robles Waste Disposal, …$4M
End-of-year total assets ($M) among Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$255K
Employer EIN990201164
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trecker, Fritz & Williams, Attorneys at Law)

Sponsor-wide plan assets over time

All Trecker, Fritz & Williams, Attorneys at Law plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.7354149601563011% vs 2023
2024 filing year
$4.25M$4.3M$4.35M$4.4M 20232024 $4.3M $4.38M ▲ +1.9%
Year Plans Participants Total Assets
2023 1 7 $4M
2024 1 7 $4M

Nearby Profit Sharing Plans in Hawaii

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan, Total assets ($M): 4.300931 · Participants: 7Trecker Fritz & Williams, Attorneys at Law Profit Sharing PlanHawaii Electricians Annuity Plan, Total assets ($M): 450.479567 · Participants: 2215Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.342276 · Participants: 514Hawaii Sheet Metal Workers Annuity Profit SharingHawaiiusa Fcu Retirement Plan, Total assets ($M): 55.609266 · Participants: 386Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 34.397084 · Participants: 296Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc. 401(k) Profit Sharing Plan, Total assets ($M): 13.032649 · Participants: 105Unlimited Construction Services Inc. 401(k) Profit Sharing Plan
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan side-by-side with 3 peers →

Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Senior Connections 403(b) Plan in VA ($4M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan assets move in 2023? ▼
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan grew at a solid clip - up 6.3% during 2023, from $4M to $4M. Reported net income was $255K.
How have Trecker, Fritz & Williams, Attorneys at Law plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Trecker, Fritz & Williams, Attorneys at Law's sponsor-wide assets grew 1.7%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Senior Connections 403(b) Plan in VA ($4M, 96 participants).
Which Profit Sharing plans cover a similar participant headcount to Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 990201164.

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.