Profit Sharing · DOL Form 5500 · 2024
Trecker, Fritz & Williams, Attorneys at Law Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $625,081
- Avg per participant High balance/head
Official DOL plan name: Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan · Sponsored by Trecker, Fritz & Williams, Attorneys at Law · Hawaii · Professional & Technical Services
$4M in assets, 7 participants
Trecker, Fritz & Williams, Attorneys at Law's Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan reported $4M in total assets and 7 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.
- #7,464 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan holds $4M for 7 participants - about $625,081 per participant, in the lower half of filed plans by assets.
- #7,464
- in Professional & Technical Services (20,173 peers)
- +1.7%
- assets growth YoY
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,375,570 40th percentile higher than 40% 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
Trecker Fritz & Williams, Attorneys at Law Profit Sharing 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. Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan reported net income fell from $255K in the plan year 2023 filing to $75K in the plan year 2024 filing.
- Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990201164 · Trecker, Fritz & Williams, Attorneys at Law PY 2024 · Profit Sharing
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan · $4M · 7 · 40th
- NET $4M
- BOOK 7
- VS-ST 40th
- BOY Profit Sharing
- SCH near Exp Group LLC Profit Sharing Plan
- EBSA ind #7464
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 Hawaii →
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $75K |
| Employer EIN | 990201164 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trecker, Fritz & Williams, Attorneys at Law)
Sponsor-wide plan assets over time
All Trecker, Fritz & Williams, Attorneys at Law plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.7354149601563011% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 7 | $4M |
| 2024 | 1 | 7 | $4M |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hawaii Electricians Annuity Plan $438M · 2,222
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 571
- Simplicityhr 401(k) Retirement Savings Plan $102M · 1,505
- Hawaiiusa Fcu Retirement Plan $62M · 395
- Hawaiian Dredging Construction Company Profit Sharing Plan $41M · 308
Trecker Fritz & Williams, Attorneys at Law Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Hawaii, the nearest Profit Sharing by assets is Exp Group LLC Profit Sharing Plan in NJ ($4M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.