401(k) · DOL Form 5500 · 2024

Tracey Road Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
274
Participants Below avg headcount
69th
Percentile by assets National rank
$67,688
Avg per participant Below avg balance/head
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Official DOL plan name: Tracey Road Equipment, Inc. Employees 401(k) and Psp · Sponsored by Tracey Road Equipment, Inc. · New York · Wholesale Trade

$19M in assets, 274 participants

Tracey Road Equipment, Inc.'s Tracey Road Equipment, Inc. Employees 401(k) and Psp reported $19M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,893 in Wholesale Trade (6,080 peers)

Coverage in New York

Tracey Road Equipment, Inc. Employees 401(k) and Psp covers 274 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $19M.

#3,893
in Wholesale Trade (6,080 peers)
+15.5%
assets growth YoY

Tracey Road Equipment, Inc. Employees 401(k) and Psp's outsized position by total assets

Tracey Road Equipment, Inc. Employees 401(k) and Psp vs every filed plan by assets

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

$18,546,550 Top 31% higher than 69% 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

Tracey Road Equipment, Inc. Employees 401(k) and Psp 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. Tracey Road Equipment, Inc. Employees 401(k) and Psp sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tracey Road Equipment, Inc. Employees 401(k) and Psp reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tracey Road Equipment, Inc. Employees 401(k) and Psp end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Tracey Road Equipment, Inc. Employees 401(k) and Psp reported participants rose from 245 in the plan year 2023 filing to 274 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161058204 · Tracey Road Equipment, Inc. PY 2024 · 401(k)

Tracey Road Equipment, Inc. Employees 401(k) and Psp · $19M · 274 · 69th

  • NET $19M
  • BOOK 274
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Maxisiq, Inc 401(k) Plan
  • EBSA ind #3893

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 New York →

Tracey Road Equipment, Inc. Employees 401(k) and Psp in the asset neighbourhood

Tracey Road Equipment, Inc. Employees 401(k) and PspTracey Road Equipment, Inc. …$19MMaxisiq, Inc 401(k) Plan$19MThird Security, LLC 401(k) PlanThird Security, LLC 401(k) P…$19MThredup 401(k) Plan$19MCaribou Biosciences, Inc. Retirement TrustCaribou Biosciences, Inc. Re…$19M
End-of-year total assets ($M) among Tracey Road Equipment, Inc. Employees 401(k) and Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN161058204
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tracey Road Equipment, Inc.)

Sponsor-wide plan assets over time

All Tracey Road Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.7742129284143% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.6M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 N/A $14M
2023 1 245 $16M
2024 1 274 $19M

Nearby 401(k) Plans in New York

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

Tracey Road Equipment, Inc. Employees 401(k) and Psp vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tracey Road Equipment, Inc. Employees 401(k) and Psp, Total assets ($B): 0.01854655 · Participants: 274Tracey Road Equipment, Inc. Employees 401(k) and PspIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Tracey Road Equipment, Inc. Employees 401(k) and Psp vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tracey Road Equipment, Inc. Employees 401(k) and Psp side-by-side with 3 peers →

Tracey Road Equipment, Inc. Employees 401(k) and Psp's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Maxisiq, Inc 401(k) Plan in VA ($19M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Tracey Road Equipment, Inc. Employees 401(k) and Psp assets move in 2024? ▼
Tracey Road Equipment, Inc. Employees 401(k) and Psp grew sharply - up 15.5% during 2024, from $16M to $19M. Reported net income was $2M.
How have Tracey Road Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tracey Road Equipment, Inc.'s sponsor-wide assets grew 32.8%, from $14M to $19M.
Which 401(k) plans are similar in size to Tracey Road Equipment, Inc. Employees 401(k) and Psp? ▼
Among 401(k) plans in other states, the closest by assets is Maxisiq, Inc 401(k) Plan in VA ($19M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Tracey Road Equipment, Inc. Employees 401(k) and Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Phenomebio Inc. 401(k) Plan in CA (274 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 161058204.

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.