401(k) · DOL Form 5500 · 2024

Trefz Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
949
Participants Near avg headcount
72nd
Percentile by assets National rank
$23,647
Avg per participant Low balance/head
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Official DOL plan name: Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan · Sponsored by Trefz Corporation · Connecticut · Wholesale Trade

$22M in assets, 949 participants

Trefz Corporation's Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan reported $22M in total assets and 949 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,215 in Wholesale Trade (6,080 peers)

Trefz Corporation multi-year trail

Trefz Corporation's plans moved +23.2% in assets from 2022 to 2024; this filing shows Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan at $22M / 949 participants.

#4,215
in Wholesale Trade (6,080 peers)
+10.0%
assets growth YoY

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan's outsized position by total assets

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan vs every filed plan by assets

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

$22,441,246 Top 28% higher than 72% of 123,620 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 2024

Trefz Corporation & Its Affiliates Profit Sharing 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. Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan sits mid-pack in the medium band (949 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan reported participants fell from 1,040 in the plan year 2023 filing to 949 in the plan year 2024 filing.
  • Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060862427 · Trefz Corporation PY 2024 · 401(k)

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan · $22M · 949 · 72nd

  • PHOTO $22M
  • IND 949
  • EOY 72nd
  • 5500 401(k)
  • ASSETS near G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan
  • PCT ind #4215

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in the asset neighbourhood

Trefz Corporation & Its Affiliates Profit Sharing 401(k) PlanTrefz Corporation & Its Affi…$22MG & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanG & J Pepsi-Cola Bottlers, I…$22MR.J. Zavoral & Sons, Inc. Retirement PlanR.J. Zavoral & Sons, Inc. Re…$22MHarvey 401(k) Plan$22MVerve Retirement Plan$22M
End-of-year total assets ($M) among Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trefz Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Trefz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 23.16926787839324% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.2M $22.4M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 935 $18M
2023 1 1,040 $20M
2024 1 949 $22M

Trefz Corporation filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN060862427
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan, Total assets ($B): 0.022441246 · Participants: 949Trefz Corporation & Its Affiliates Profit Sharing 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan side-by-side with 3 peers →

Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan in OH ($22M); by covered participants it is Peapod Digital Labs 401(k) Plan in IL (949 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (949 participants); asset peers above are excluded.

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 Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan assets move in 2024? ▼
Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan grew at a solid clip - up 10.0% during 2024, from $20M to $22M. Reported net income was $2M.
How have Trefz Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trefz Corporation's sponsor-wide assets grew 23.2%, from $18M to $22M.
Which 401(k) plans are similar in size to Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is G & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated Plan in OH ($22M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peapod Digital Labs 401(k) Plan in IL (949 participants, N/A 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 060862427.

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.