401(k) · DOL Form 5500 · 2024

Trax Retail, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 183
Participants Below avg headcount: 42nd
Percentile by assets National rank: $27,518
Avg per participant Low balance/head

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Official DOL plan name: Trax 401(k) Plan · Sponsored by Trax Retail, Inc. · Massachusetts · Professional & Technical Services

$5M in assets, 183 participants

Trax Retail, Inc.'s Trax 401(k) Plan reported $5M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#7,998 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Trax 401(k) Plan covers 183 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#7,998
in Professional & Technical Services (20,173 peers): +78.9%
assets growth YoY

Trax 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,035,837 42nd percentile higher than 42% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trax 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trax 401(k) Plan sits mid-pack in the medium band (183 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Trax 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Trax 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Trax 401(k) Plan reported participants fell from 241 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 320481900 · Trax Retail, Inc. PY 2024 · 401(k)

Trax 401(k) Plan · $5M · 183 · 42nd

IND $5M
EOY 183
5500 42nd
ASSETS 401(k)
PCT near Atl Retirement & Savings Plan
EIN ind #7998

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 Massachusetts →

End-of-year total assets ($M) among Trax 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	320481900
Plan Effective Date	2013-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trax Retail, Inc.)

Latest sponsor-wide plan assets: $22M 229.65517505930669% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	227	$7M
2023	1	241	$8M
2024	3	598	$22M

Nearby 401(k) Plans in Massachusetts

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

Trax 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

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

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

Outside Massachusetts, the nearest 401(k) by assets is Atl Retirement & Savings Plan in GA ($5M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Atl Retirement & Savings Plan (GA) $5M · 240
Wayne Wire Cloth Products Inc. Employee 401(k) Retirement Plan (MI) $5M · 177
Aggietech Investments Inc 401(k) Plan (TX) $5M · 110
Murr Siler Eckels Delaney, PC 401(k) Profit Sharing Plan & Trust (CO) $5M · 19

Similar participant headcount

Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.

Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 183 · 0 off
Boone Drugs, Inc. Savings Plus Plan (NC) 183 · 0 off
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan (OR) 183 · 0 off
Critigen LLC 401(k) Plan (CO) 183 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trax 401(k) Plan assets move in 2024? ▼

Trax 401(k) Plan surged - up 78.9% during 2024, from $3M to $5M. Reported net income was $2M.

How have Trax Retail, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trax Retail, Inc.'s sponsor-wide assets grew 229.7%, from $7M to $22M.

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

Among 401(k) plans in other states, the closest by assets is Atl Retirement & Savings Plan in GA ($5M, 240 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320481900.