401(k) · DOL Form 5500 · 2023

Treace Medical Concepts Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
368
Participants Below avg headcount
68th
Percentile by assets National rank
$41,768
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Treace Medical Concepts 401(k) Retirement Savings Plan · Sponsored by Treace Medical Concepts Inc · Florida · Manufacturing

$15M in assets, 368 participants

Treace Medical Concepts Inc's Treace Medical Concepts 401(k) Retirement Savings Plan reported $15M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,526 in Manufacturing (18,722 peers)

Treace Medical Concepts Inc multi-year trail

Treace Medical Concepts Inc's plans moved +281.5% in assets from 2022 to 2024; this filing shows Treace Medical Concepts 401(k) Retirement Savings Plan at $15M / 368 participants.

#10,526
in Manufacturing (18,722 peers)
+133.5%
assets growth YoY

Treace Medical Concepts 401(k) Retirement Savings Plan's outsized position by total assets

Treace Medical Concepts 401(k) Retirement Savings Plan vs every filed plan by assets

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

$15,370,649 Top 32% higher than 68% 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

Treace Medical Concepts 401(k) Retirement Savings Plan 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. Treace Medical Concepts 401(k) Retirement Savings Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Treace Medical Concepts 401(k) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Treace Medical Concepts 401(k) Retirement Savings Plan reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Treace Medical Concepts 401(k) Retirement Savings Plan reported participants rose from 211 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471052611 · Treace Medical Concepts Inc PY 2023 · 401(k)

Treace Medical Concepts 401(k) Retirement Savings Plan · $15M · 368 · 68th

  • IND $15M
  • EOY 368
  • 5500 68th
  • ASSETS 401(k)
  • PCT near Cvr Management, LLC 401(k) Plan
  • EIN ind #10526

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 Florida →

Treace Medical Concepts 401(k) Retirement Savings Plan in the asset neighbourhood

Treace Medical Concepts 401(k) Retirement Savings PlanTreace Medical Concepts 401(…$15MCvr Management, LLC 401(k) PlanCvr Management, LLC 401(k) P…$15MA&k Railroad Materials, Inc. Retirement & Savings PlanA&k Railroad Materials, Inc.…$15MPuget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & TrustPuget Consumers' Co-Op Union…$15MInvivoscribe, Inc. 401(k) Profit Sharing PlanInvivoscribe, Inc. 401(k) Pr…$15M
End-of-year total assets ($M) among Treace Medical Concepts 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Treace Medical Concepts Inc multi-year asset trail

Sponsor-wide plan assets over time

All Treace Medical Concepts Inc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 281.54003620494296% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $6.58M $25.1M ▲ +281.8%
Year Plans Participants Total Assets
2022 1 211 $7M
2023 1 368 $15M
2024 1 481 $25M

Treace Medical Concepts Inc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$15M
Net Income$9M
Employer EIN471052611
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Treace Medical Concepts 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Treace Medical Concepts 401(k) Retirement Savings Plan, Total assets ($B): 0.015370649 · Participants: 368Treace Medical Concepts 401(k) Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Treace Medical Concepts 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Treace Medical Concepts 401(k) Retirement Savings Plan side-by-side with 3 peers →

Treace Medical Concepts 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cvr Management, LLC 401(k) Plan in MD ($15M); by covered participants it is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Treace Medical Concepts 401(k) Retirement Savings Plan assets move in 2023? ▼
Treace Medical Concepts 401(k) Retirement Savings Plan surged - up 133.5% during 2023, from $7M to $15M. Reported net income was $9M.
How have Treace Medical Concepts Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Treace Medical Concepts Inc's sponsor-wide assets grew 281.5%, from $7M to $25M.
Which 401(k) plans are similar in size to Treace Medical Concepts 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cvr Management, LLC 401(k) Plan in MD ($15M, 680 participants).
Which 401(k) plans cover a similar participant headcount to Treace Medical Concepts 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (368 participants, $24M 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 471052611.

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.