401(k) · DOL Form 5500 · 2023

Trek Bicycle Corporation 401(k) Plan

Data updated 2026-08-25

$218M
Total assets Near avg plan size
3,563
Participants Above avg headcount
95th
Percentile by assets National rank
$61,277
Avg per participant Low balance/head
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Official DOL plan name: Trek Bicycle Corporation 401(k) Plan · Sponsored by Trek Bicycle Corporation · Wisconsin · Manufacturing

$218M in assets, 3,563 participants

Trek Bicycle Corporation's Trek Bicycle Corporation 401(k) Plan reported $218M in total assets and 3,563 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.

  • #17,272 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Trek Bicycle Corporation 401(k) Plan covers 3,563 participants in Wisconsin, 6.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $218M.

#17,272
in Manufacturing (18,722 peers)
+24.8%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Trek Bicycle Corporation 401(k) Plan's outsized position by total assets

Trek Bicycle Corporation 401(k) Plan vs every filed plan by assets

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

$218,328,738 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 401(k) 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 401(k) Plan lands in the large band (3,563 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trek Bicycle Corporation 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Trek Bicycle Corporation 401(k) Plan end-of-year assets rose from $175M in the plan year 2022 filing to $218M in the plan year 2023 filing.
  • Trek Bicycle Corporation 401(k) Plan reported participants rose from 2,869 in the plan year 2022 filing to 3,563 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391237359 · Trek Bicycle Corporation PY 2023 · 401(k)

Trek Bicycle Corporation 401(k) Plan · $218M · 3,563 · 95th

  • EIN $218M
  • EIN 3,563
  • EIN 95th
  • EIN 401(k)
  • EIN near Aerovironment, Inc. P/S and Salary Deferral 401 K Plan
  • EIN ind #17272

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 Wisconsin →

Trek Bicycle Corporation 401(k) Plan in the asset neighbourhood

Kci Technologies, Inc 401(k) PlanKci Technologies, Inc 401(k)…$219MBank of Hope 401(k) Retirement PlanBank of Hope 401(k) Retireme…$219MAmeresco, Inc. 401(k) Plan$218MTrek Bicycle Corporation 401(k) PlanTrek Bicycle Corporation 401…$218MAerovironment, Inc. P/S and Salary Deferral 401 K PlanAerovironment, Inc. P/S and …$218M
End-of-year total assets ($M) among Trek Bicycle Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$175M
Net Assets (End of Year)$218M
Net Income$34M
Employer EIN391237359
Plan Effective Date1996-04-01
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 401(k) Plans in Wisconsin

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

Trek Bicycle Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Trek Bicycle Corporation 401(k) Plan, Total assets ($B): 0.218328738 · Participants: 3563Trek Bicycle Corporation 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Trek Bicycle Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trek Bicycle Corporation 401(k) Plan side-by-side with 3 peers →

Trek Bicycle Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Aerovironment, Inc. P/S and Salary Deferral 401 K Plan in CA ($218M); by covered participants it is Dentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership Plan in PA (3,564 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($218M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,563 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 401(k) Plan assets move in 2023? ▼
Trek Bicycle Corporation 401(k) Plan grew sharply - up 24.8% during 2023, from $175M to $218M. Reported net income was $34M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Trek Bicycle Corporation 401(k) 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 401(k) plans are similar in size to Trek Bicycle Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aerovironment, Inc. P/S and Salary Deferral 401 K Plan in CA ($218M, 1,176 participants).
Which 401(k) plans cover a similar participant headcount to Trek Bicycle Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership Plan in PA (3,564 participants, $685M 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.