401(k) · DOL Form 5500 · 2023

Treatt USA, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
149
Participants Small participant base
60th
Percentile by assets National rank
$72,206
Avg per participant Below avg balance/head
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Official DOL plan name: Treatt USA 401(k) Profit Sharing Plan & Trust · Sponsored by Treatt USA, Inc. · Florida · Manufacturing

$11M in assets, 149 participants

Treatt USA, Inc.'s Treatt USA 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,754 in Manufacturing (18,722 peers)

Coverage in Florida

Treatt USA 401(k) Profit Sharing Plan & Trust covers 149 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#8,754
in Manufacturing (18,722 peers)
+11.4%
assets growth YoY

Treatt USA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Treatt USA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,758,723 Top 40% higher than 60% 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

Treatt USA 401(k) Profit Sharing Plan & Trust 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. Treatt USA 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Treatt USA 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Treatt USA 401(k) Profit Sharing Plan & Trust reported participants fell from 173 in the plan year 2022 filing to 149 in the plan year 2023 filing.
  • Treatt USA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593002533 · Treatt USA, Inc. PY 2023 · 401(k)

Treatt USA 401(k) Profit Sharing Plan & Trust · $11M · 149 · 60th

  • SCH $11M
  • EBSA 149
  • PART 60th
  • TYPE 401(k)
  • NET near Mahalak Auto Group 401(k) Plan
  • BOOK ind #8754

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 →

Treatt USA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Treatt USA 401(k) Profit Sharing Plan & TrustTreatt USA 401(k) Profit Sha…$11MMahalak Auto Group 401(k) PlanMahalak Auto Group 401(k) Pl…$11MMorton Grinding, Inc. 401(k) PlanMorton Grinding, Inc. 401(k)…$11MThames Valley Council for Community Action, Inc. Employee Contribution PlanThames Valley Council for Co…$11MMed James, Inc. Retirement Savings Profit Sharing PlanMed James, Inc. Retirement S…$11M
End-of-year total assets ($M) among Treatt USA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN593002533
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treatt USA, Inc.)

Sponsor-wide plan assets over time

All Treatt USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.886559812926572% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M 202220232024 $9.66M $10.3M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 173 $10M
2023 1 149 $11M
2024 1 133 $10M

Nearby 401(k) Plans in Florida

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

Treatt USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Treatt USA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010758723 · Participants: 149Treatt USA 401(k) Profit Sharing Plan & TrustL3harris 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
Treatt USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Treatt USA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Treatt USA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mahalak Auto Group 401(k) Plan in MI ($11M); by covered participants it is Bender Warehouse Co. 401(k) Plan in NV (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Treatt USA 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Treatt USA 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have Treatt USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Treatt USA, Inc.'s sponsor-wide assets grew 6.9%, from $10M to $10M.
Which 401(k) plans are similar in size to Treatt USA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mahalak Auto Group 401(k) Plan in MI ($11M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Treatt USA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bender Warehouse Co. 401(k) Plan in NV (149 participants, $4M 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 593002533.

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.