401(k) · DOL Form 5500 · 2023
Treez Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $18,510
- Avg per participant Low balance/head
Official DOL plan name: Treez Inc. 401(k) Plan · Sponsored by Treez Inc. · California · Professional & Technical Services
$2M in assets, 108 participants
Treez Inc.'s Treez Inc. 401(k) Plan reported $2M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,369 in Professional & Technical Services (20,321 peers)
Coverage in California
Treez Inc. 401(k) Plan covers 108 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $2M.
- #5,369
- in Professional & Technical Services (20,321 peers)
- +53.1%
- assets growth YoY
Treez Inc. 401(k) Plan among the smaller filed plans by assets
Treez Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,999,041 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Treez Inc. 401(k) Plan 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. Treez Inc. 401(k) Plan sits mid-pack in the medium band (108 participants).
Plan-year Form 5500 strip
Filing strip 812793000 · Treez Inc. PY 2023 · 401(k)
Treez Inc. 401(k) Plan · $2M · 108 · 30th
- VS-ST $2M
- VS-ST 108
- VS-ST 30th
- VS-ST 401(k)
- VS-ST near Wenrich Painting, Inc. Retirement Savings Plan
- VS-ST ind #5369
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 Professional & Technical Services retirement plans → · Plans in California →
Treez Inc. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $693K |
| Employer EIN | 812793000 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Treez Inc.)
Sponsor-wide plan assets over time
All Treez Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.879069013592017% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 108 | $2M |
| 2024 | 1 | 89 | $2M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Treez Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wenrich Painting, Inc. Retirement Savings Plan in PA ($2M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Winstar Farm 401(k) Plan (KY) 108 · 0 off
- University Athletic Association 403b Plan (FL) 108 · 0 off
- Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
- Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.