ESOP · DOL Form 5500 · 2024
Trek Bicycle Corporation ESOP
Data updated 2026-07-24
- $147M
- Total assets
- 2,404
- Participants
- 93rd
- Percentile by assets
- $61,310
- Avg per participant
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.
- 93rd percentile by assets (of 116,472 plans)
Coverage in Wisconsin
Trek Bicycle Corporation Employee Stock Ownership Plan covers 2,404 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~565 per filing). Assets: $147M.
- $147M
- total plan assets (2024 EOY)
- 2,404
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $61,310
- avg assets per participant
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.
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Trek Bicycle Corporation Employee Stock Ownership Plan reports 2,404 participants - 4.3x that state average ($147M EOY assets).
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)
| 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.
Trek Bicycle Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- 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
- Hatco Corporation Employee Stock Ownership Plan $291M · 705
- Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan $291M · 368
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Trek Bicycle Corporation Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Trek Bicycle Corporation Employee Stock Ownership Plan assets move in 2024? ▼
How have Trek Bicycle Corporation plan assets changed over time? ▼
Where does Trek Bicycle Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Trek Bicycle Corporation Employee Stock Ownership Plan? ▼
Next read for Trek Bicycle Corporation Employee Stock …
Filing takeaways
Ways to act on Trek Bicycle Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Trek Bicycle Corporation Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Trek Bicycle Corporation's sponsor-wide assets have declined 5.3% since 2022 across 3 plan years on file. More Manufacturing plans
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 391237359.
Read our methodology - how this data is sourced, computed, and verified.