Other
2023 plan-year Other DOL Form 5500

Trachte Building Systems Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Trachte Building Systems, Inc. · Wisconsin · Manufacturing

What the 2023 filing shows

Trachte Building Systems Employee Stock Ownership Plan holds $331M for 228 participants — about $1.5M per participant, up 28.1% over the 2023 plan year.

$331M
total plan assets (2023 EOY)
228
covered participants
$1.5M
avg assets per participant
+28.1%
assets growth YoY
Total Assets (2023)
$331M
Participants
228
State
Industry
Manufacturing

What the Filing Says About Trachte Building Systems Employee Stock Ownership Plan

Trachte Building Systems Employee Stock Ownership Plan is a Other retirement plan sponsored by Trachte Building Systems, Inc., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $331M in total end-of-year assets and covers 228 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 390662360, and the plan has been effective since 2007-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $258M at the beginning of 2023 to $331M at year-end — a gain of 28.1%. Net assets (after liabilities) closed the year at $303M, with reported net income of $48M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$258M
Total Assets (End of Year)$331M
Net Assets (End of Year)$303M
Net Income$48M
Plan TypeOther
Employer EIN390662360
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trachte Building Systems, Inc.)

Year Plans Participants Total Assets
2022 3 550 $285M
2023 3 586 $365M
2024 3 648 $352M

Nearby Other Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the Trachte Building Systems Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Trachte Building Systems Employee Stock Ownership Plan holds $331M in total assets with 228 participants. It is sponsored by Trachte Building Systems, Inc..
What type of plan is Trachte Building Systems Employee Stock Ownership Plan?
Trachte Building Systems Employee Stock Ownership Plan is a Other plan. It has been effective since 2007-08-01. The plan is filed with the U.S. Department of Labor under EIN 390662360.
Who sponsors the Trachte Building Systems Employee Stock Ownership Plan?
Trachte Building Systems Employee Stock Ownership Plan is sponsored by Trachte Building Systems, Inc., located in Wisconsin. The sponsor's EIN is 390662360 and the plan operates in the Manufacturing industry.
How did Trachte Building Systems Employee Stock Ownership Plan perform in 2023?
Trachte Building Systems Employee Stock Ownership Plan grew by 28.1% during 2023, moving from $258M to $331M in total assets. Net income was $48M.
Where can I find official filings for Trachte Building Systems Employee Stock Ownership Plan?
Official Form 5500 filings for Trachte Building Systems Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390662360 or plan name at efast.dol.gov.
How does Trachte Building Systems Employee Stock Ownership Plan compare to other plans?
You can compare Trachte Building Systems Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 390662360.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.