401(k) · DOL Form 5500 · 2023

Trax Retail, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 241
Participants Below avg headcount: 54th
Percentile by assets National rank: $34,287
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

$8M in assets, 241 participants

Trax Retail, Inc.'s Trax 401(k) Plan reported $8M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#10,758 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Trax 401(k) Plan covers 241 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#10,758
in Professional & Technical Services (20,321 peers): +21.9%
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 2023 · DOL Form 5500

$8,263,132 Top 46% higher than 54% 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

Trax 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. Trax 401(k) Plan sits mid-pack in the medium band (241 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%)

Trax 401(k) Plan reported net income rose from -$340K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Trax 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Trax 401(k) Plan reported participants rose from 227 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320481900 · Trax Retail, Inc. PY 2023 · 401(k)

Trax 401(k) Plan · $8M · 241 · 54th

EOY $8M
EOY 241
EOY 54th
EOY 401(k)
EOY near Kemp Quarries Retirement Plan
EOY ind #10758

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 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
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 $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

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 Kemp Quarries Retirement Plan in OK ($8M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Kemp Quarries Retirement Plan (OK) $8M · 142
Dialectic, Inc. 401(k) Profit Sharing Plan (MO) $8M · 81
Novo Nordisk Puerto Rico 401(k) Plan (NJ) $8M · 5
Titan Metal Fabricators, Inc. 401(k) Plan (CA) $8M · 161

Similar participant headcount

Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.

Tango Card Inc 401(k) Profit Sharing Plan and Trust (WA) 241 · 0 off
Quality Chemical Laboratories, LLC Retirement Savings Plan (NC) 241 · 0 off
Care Partners Assisted Living Retirement Plan (WI) 241 · 0 off
Tenerity Employee Savings Plan (TX) 241 · 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 Trax 401(k) Plan assets move in 2023? ▼

Trax 401(k) Plan grew sharply - up 21.9% during 2023, from $7M to $8M. Reported net income was $1M.

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 Kemp Quarries Retirement Plan in OK ($8M, 142 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 Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M 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 320481900.