401(k) · DOL Form 5500 · 2024

Trax Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
73
Participants Small participant base
44th
Percentile by assets National rank
$78,112
Avg per participant Below avg balance/head
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Official DOL plan name: Trax Holdings, Inc 401(k) Plan · Sponsored by Trax Holdings, Inc · Texas · Information & Media

$6M in assets, 73 participants

Trax Holdings, Inc's Trax Holdings, Inc 401(k) Plan reported $6M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #792 in Information & Media (2,822 peers)

Trax Holdings, Inc multi-year trail

Trax Holdings, Inc's plans moved +19.0% in assets from 2022 to 2024; this filing shows Trax Holdings, Inc 401(k) Plan at $6M / 73 participants.

#792
in Information & Media (2,822 peers)
+6.4%
assets growth YoY

Trax Holdings, Inc 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Trax Holdings, Inc 401(k) Plan vs every filed plan by assets

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

$5,702,184 44th percentile higher than 44% 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

Trax Holdings, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trax Holdings, Inc 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trax Holdings, Inc 401(k) Plan reported net income fell from $566K in the plan year 2023 filing to $343K in the plan year 2024 filing.
  • Trax Holdings, Inc 401(k) Plan reported participants fell from 99 in the plan year 2023 filing to 73 in the plan year 2024 filing.
  • Trax Holdings, Inc 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 861006665 · Trax Holdings, Inc PY 2024 · 401(k)

Trax Holdings, Inc 401(k) Plan · $6M · 73 · 44th

  • EBSA $6M
  • PART 73
  • TYPE 44th
  • NET 401(k)
  • BOOK near Valor, LLC Retirement Plan
  • VS-ST ind #792

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 Information & Media retirement plans → · Plans in Texas →

Trax Holdings, Inc 401(k) Plan in the asset neighbourhood

Trax Holdings, Inc 401(k) PlanTrax Holdings, Inc 401(k) Pl…$6MValor, LLC Retirement Plan$6MAdwerx,Inc. Retirement Plan$6MNeonatal Services, Psc Profit Sharing PlanNeonatal Services, Psc Profi…$6MBlock Real Estate Services LLC 401(k) Savings PlanBlock Real Estate Services L…$6M
End-of-year total assets ($M) among Trax Holdings, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trax Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Trax Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.959118354036114% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.79M $5.7M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 101 $5M
2023 1 99 $5M
2024 1 73 $6M

Trax Holdings, Inc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$343K
Employer EIN861006665
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Trax Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Trax Holdings, Inc 401(k) Plan, Total assets ($B): 0.005702184 · Participants: 73Trax Holdings, Inc 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Trax Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Trax Holdings, Inc 401(k) Plan side-by-side with 3 peers →

Trax Holdings, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Valor, LLC Retirement Plan in KY ($6M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Trax Holdings, Inc 401(k) Plan assets move in 2024? ▼
Trax Holdings, Inc 401(k) Plan grew at a solid clip - up 6.4% during 2024, from $5M to $6M. Reported net income was $343K.
How have Trax Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trax Holdings, Inc's sponsor-wide assets grew 19.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Trax Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valor, LLC Retirement Plan in KY ($6M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Trax Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 861006665.

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.