ESOP · DOL Form 5500 · 2023

Trek Bicycle Corporation ESOP

Data updated 2026-08-25

$194M
Total assets Near avg plan size
2,417
Participants Above avg headcount
95th
Percentile by assets National rank
$80,388
Avg per participant Below avg balance/head
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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.

  • #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.

#17,159
in Manufacturing (18,722 peers)
-19.0%
assets change YoY
1.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Trek Bicycle Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$194,298,246 Top 5% higher than 95% 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

Trek Bicycle Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trek Bicycle Corporation Employee Stock Ownership Plan lands in the large band (2,417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 391237359 · Trek Bicycle Corporation PY 2023 · ESOP

Trek Bicycle Corporation Employee Stock Ownership Plan · $194M · 2,417 · 95th

  • IND $194M
  • EOY 2,417
  • 5500 95th
  • ASSETS ESOP
  • PCT near Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust
  • EIN ind #17159

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 What is an ESOP? → · Plans in Wisconsin →

Trek Bicycle Corporation Employee Stock Ownership Plan in the asset neighbourhood

Premier Design & Build Group, LLC Employee Stock Ownership PlanPremier Design & Build Group…$196MClc Employee Stock Ownership PlanClc Employee Stock Ownership…$195MHometown Community Bancorp, Inc. Employee Stock Ownership Plan & TrustHometown Community Bancorp, …$194MTrek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$194MKing Arthur Employee Stock Ownership PlanKing Arthur Employee Stock O…$192M
End-of-year total assets ($M) among Trek Bicycle Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$194M
Net Income-$36M
Employer EIN391237359
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trek Bicycle Corporation)

Sponsor-wide plan assets over time

All Trek Bicycle Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$393M 5.323352805141143% vs 2022
2024 filing year
$390M$400M$410M$420M 202220232024 $415M $393M ▼ -5.3%
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 Scatter plot of 6 data points. -200002000400060008000 01234 Total assets ($B) Participants Trek Bicycle Corporation Employee Stock Ownership Plan, Total assets ($B): 0.194298246 · Participants: 2417Trek Bicycle Corporation Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Trek Bicycle Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Trek Bicycle Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Trek Bicycle Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust in IL ($194M); by covered participants it is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH (2,405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,417 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 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).
Which ESOP plans cover a similar participant headcount to Trek Bicycle Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH (2,405 participants, $46M 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 391237359.

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.