401(k) · DOL Form 5500 · 2023

Trexie Management, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 179
Participants Small participant base: 61st
Percentile by assets National rank: $63,284
Avg per participant Low balance/head

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Official DOL plan name: Trexie 401(k) Plan · Sponsored by Trexie Management, LLC · Washington · Finance & Insurance

$11M in assets, 179 participants

Trexie Management, LLC's Trexie 401(k) Plan reported $11M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

#4,078 in Finance & Insurance (8,869 peers)

Coverage in Washington

Trexie 401(k) Plan covers 179 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $11M.

#4,078
in Finance & Insurance (8,869 peers): +42.9%
assets growth YoY

Trexie 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Trexie 401(k) Plan vs every filed plan by assets

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

$11,327,816 Top 39% higher than 61% 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

Trexie 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. Trexie 401(k) Plan sits mid-pack in the medium band (179 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 923346338 · Trexie Management, LLC PY 2023 · 401(k)

Trexie 401(k) Plan · $11M · 179 · 61st

VS-ST $11M
VS-ST 179
VS-ST 61st
VS-ST 401(k)
VS-ST near Homecare Software Solutions, LLC 401(k) Profit Sharing Plan
VS-ST ind #4078

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 Finance & Insurance retirement plans → · Plans in Washington →

End-of-year total assets ($M) among Trexie 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$11M
Net Income	$3M
Employer EIN	923346338
Plan Effective Date	2018-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trexie Management, LLC)

Latest sponsor-wide plan assets: $10M 10.29980536407018% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	179	$11M
2024	1	91	$10M

Nearby 401(k) Plans in Washington

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

Trexie 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Trexie 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Homecare Software Solutions, LLC 401(k) Profit Sharing Plan in NY ($11M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Homecare Software Solutions, LLC 401(k) Profit Sharing Plan (NY) $11M · 386
Cornerstone Treatment Facilities Network 401(k) Plan (NY) $11M · 177
Neighborhood Health Employees Savings Plan (VA) $11M · 303
Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan (PA) $11M · 66

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust (MD) 179 · 0 off
Bitdefender 401(k) Plan (FL) 179 · 0 off
Integrity Fund 401(k) Plan (KY) 179 · 0 off
Healthcare Association of New York State, Inc Retirement Savings Plan (NY) 179 · 0 off

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 Trexie 401(k) Plan assets move in 2023? ▼

Trexie 401(k) Plan surged - up 42.9% during 2023, from $8M to $11M. Reported net income was $3M.

How have Trexie Management, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Trexie Management, LLC's sponsor-wide assets declined 10.3%, from $11M to $10M.

Which 401(k) plans are similar in size to Trexie 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Homecare Software Solutions, LLC 401(k) Profit Sharing Plan in NY ($11M, 386 participants).

Which 401(k) plans cover a similar participant headcount to Trexie 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 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 923346338.