ESOP · DOL Form 5500 · 2024
Trek Bicycle Corporation ESOP
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 2,404
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $61,310
- Avg per participant Low balance/head
Official DOL plan name: Trek Bicycle Corporation Employee Stock Ownership Plan · Sponsored by Trek Bicycle Corporation · Wisconsin · Manufacturing
$147M in assets, 2,404 participants
Trek Bicycle Corporation's Trek Bicycle Corporation Employee Stock Ownership Plan reported $147M in total assets and 2,404 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,857 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Trek Bicycle Corporation Employee Stock Ownership Plan covers 2,404 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $147M.
- #15,857
- in Manufacturing (17,777 peers)
- -24.1%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trek Bicycle Corporation Employee Stock Ownership Plan's outsized position by total assets
Trek Bicycle Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,389,293 Top 7% higher than 93% 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
Trek Bicycle Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trek Bicycle Corporation Employee Stock Ownership Plan lands in the large band (2,404 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trek Bicycle Corporation Employee Stock Ownership Plan end-of-year assets fell from $194M in the plan year 2023 filing to $147M in the plan year 2024 filing.
- Trek Bicycle Corporation Employee Stock Ownership Plan reported net income rose from -$36M in the plan year 2023 filing to -$35M in the plan year 2024 filing.
- Trek Bicycle Corporation Employee Stock Ownership Plan reported participants fell from 2,417 in the plan year 2023 filing to 2,404 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391237359 · Trek Bicycle Corporation PY 2024 · ESOP
Trek Bicycle Corporation Employee Stock Ownership Plan · $147M · 2,404 · 93rd
- NET $147M
- BOOK 2,404
- VS-ST 93rd
- BOY ESOP
- SCH near K-Va-T Employees Profit Sharing and Stock Ownership Plan
- EBSA ind #15857
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 What is an ESOP? → · Plans in Wisconsin →
Trek Bicycle Corporation Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | -$35M |
| Employer EIN | 391237359 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trek Bicycle Corporation)
Sponsor-wide plan assets over time
All Trek Bicycle Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $393M 5.323352805141143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,666 | $415M |
| 2023 | 2 | 5,980 | $413M |
| 2024 | 2 | 5,274 | $393M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Trek Bicycle Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is K-Va-T Employees Profit Sharing and Stock Ownership Plan in VA ($147M); by covered participants it is Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan in VA (2,383 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (VA) $147M · 11,521
- Mccown Gordon Companies, Inc. Employee Stock Ownership Plan (MO) $148M · 536
- Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan (TX) $148M · 1,646
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan (IN) $148M · 340
Similar participant headcount
Nearest other-state filings by covered participants (2,404 participants); asset peers above are excluded.
- Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan (VA) 2,383 · 21 off
- Employee Stock Ownership Plan of the Bank of New York Company, Inc. (PA) 2,437 · 33 off
- Centimark Corporation Employee Stock Ownership Plan and Trust (PA) 2,444 · 40 off
- Chemonics International, Inc. Employee Stock Ownership Plan (DC) 2,321 · 83 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.