ESOP · DOL Form 5500 · 2023

Trek Bicycle Corporation ESOP

Data updated 2026-08-11

$194M
Total assets: 2,417
Participants: 95th
Percentile by assets: $80,388
Avg per participant

Official DOL plan name: Trek Bicycle Corporation Employee Stock Ownership Plan · Sponsored by Trek Bicycle Corporation · Wisconsin · Manufacturing

$194M in assets, 2,417 participants

Trek Bicycle Corporation's Trek Bicycle Corporation Employee Stock Ownership Plan reported $194M in total assets and 2,417 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#17,159 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Trek Bicycle Corporation Employee Stock Ownership Plan covers 2,417 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $194M.

$194M
total plan assets (2023 EOY): 2,417
covered participants: 95th
percentile by assets (of 127,072 plans): $80,388
avg assets per participant

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trek Bicycle Corporation Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to -$36M in the plan year 2023 filing.
Trek Bicycle Corporation Employee Stock Ownership Plan reported participants rose from 1,797 in the plan year 2022 filing to 2,417 in the plan year 2023 filing.
Trek Bicycle Corporation Employee Stock Ownership Plan end-of-year assets fell from $240M in the plan year 2022 filing to $194M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Trek Bicycle Corporation Employee Stock Ownership Plan reports 2,417 participants - 4.3x that state average ($194M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$240M
Net Assets (End of Year)	$194M
Net Income	-$36M
Employer EIN	391237359
Plan Effective Date	1987-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trek Bicycle Corporation)

Total plan assets by year, all Trek Bicycle Corporation plans on file

Year	Plans	Participants	Total Assets
2022	2	4,666	$415M
2023	2	5,980	$413M
2024	2	5,274	$393M

Nearby ESOP Plans in Wisconsin

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

Trek Bicycle Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Ki Employee Stock Ownership Plan $511M · 1,624
Trachte Building Systems Employee Stock Ownership Plan $331M · 228
Wausau Supply Company Employee Stock Ownership Plan $315M · 808

Compare Trek Bicycle Corporation Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Trek Bicycle Corporation Employee Stock Ownership Plan by total assets, not by location.

Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust (IL) $194M · 438
Clc Employee Stock Ownership Plan (NV) $195M · 42
Premier Design & Build Group, LLC Employee Stock Ownership Plan (IL) $196M · 79
King Arthur Employee Stock Ownership Plan (VT) $192M · 304

Frequently Asked Questions

How did Trek Bicycle Corporation Employee Stock Ownership Plan assets move in 2023? ▼

Trek Bicycle Corporation Employee Stock Ownership Plan declined sharply - down 19.0% during 2023, from $240M to $194M. Reported net income was -$36M.

How have Trek Bicycle Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trek Bicycle Corporation's sponsor-wide assets declined 5.3%, from $415M to $393M.

Where does Trek Bicycle Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Trek Bicycle Corporation Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Trek Bicycle Corporation Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust in IL ($194M, 438 participants).

Next read for Trek Bicycle Corporation Employee Stock …

Filing takeaways

Ways to act on Trek Bicycle Corporation Employee Stock Ownership Plan's numbers.

By total assets, Trek Bicycle Corporation Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Trek Bicycle Corporation's sponsor-wide assets have declined 5.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 391237359.