401(k) · DOL Form 5500 · 2024

Credit Union Exam Solutions Incorporated 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Mark Treichel LLC 401(k) Plan · Sponsored by Credit Union Exam Solutions Incorporated · Florida · Professional & Technical Services

$4M in assets, 2 participants

Credit Union Exam Solutions Incorporated's Mark Treichel LLC 401(k) Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,474 in Professional & Technical Services (20,173 peers)

Credit Union Exam Solutions Incorporated multi-year trail

Credit Union Exam Solutions Incorporated's plans moved +335.4% in assets from 2022 to 2024; this filing shows Mark Treichel LLC 401(k) Plan at $4M / 2 participants.

#7,474
in Professional & Technical Services (20,173 peers)
+60.8%
assets growth YoY

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

Mark Treichel LLC 401(k) Plan vs every filed plan by assets

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

$4,385,456 40th percentile higher than 40% 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

Mark Treichel LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark Treichel LLC 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark Treichel LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 874390443 · Credit Union Exam Solutions Incorporated PY 2024 · 401(k)

Mark Treichel LLC 401(k) Plan · $4M · 2 · 40th

  • ASSETS $4M
  • ASSETS 2
  • ASSETS 40th
  • ASSETS 401(k)
  • ASSETS near Prestige Equipment Rentals 401(k) Plan
  • ASSETS ind #7474

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 Florida →

Mark Treichel LLC 401(k) Plan in the asset neighbourhood

Mark Treichel LLC 401(k) Plan$4MPrestige Equipment Rentals 401(k) PlanPrestige Equipment Rentals 4…$4MKainer Export Crating, Inc Profit Sharing PlanKainer Export Crating, Inc P…$4MImbert International, Inc. 401(k) Profit Sharing PlanImbert International, Inc. 4…$4MMulberry Health and Retirement Community 401(k) PlanMulberry Health and Retireme…$4M
End-of-year total assets ($M) among Mark Treichel LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Credit Union Exam Solutions Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Credit Union Exam Solutions Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 335.3920553431496% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $1.01M $4.39M ▲ +334.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $3M
2024 1 2 $4M

Credit Union Exam Solutions Incorporated filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN874390443
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Mark Treichel LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mark Treichel LLC 401(k) Plan, Total assets ($B): 0.004385456 · Participants: 2Mark Treichel LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Mark Treichel LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mark Treichel LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Prestige Equipment Rentals 401(k) Plan in NM ($4M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mark Treichel LLC 401(k) Plan assets move in 2024? ▼
Mark Treichel LLC 401(k) Plan surged - up 60.8% during 2024, from $3M to $4M. Reported net income was $2M.
How have Credit Union Exam Solutions Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union Exam Solutions Incorporated's sponsor-wide assets grew 335.4%, from $1M to $4M.
Which 401(k) plans are similar in size to Mark Treichel LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prestige Equipment Rentals 401(k) Plan in NM ($4M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Mark Treichel LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 874390443.

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.