401(k) · DOL Form 5500 · 2024

Treez Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
89
Participants Small participant base
30th
Percentile by assets National rank
$23,782
Avg per participant Low balance/head
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Official DOL plan name: Treez Inc. 401(k) Plan · Sponsored by Treez Inc. · California · Professional & Technical Services

$2M in assets, 89 participants

Treez Inc.'s Treez Inc. 401(k) Plan reported $2M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,215 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Treez Inc. 401(k) Plan holds $2M for 89 participants - about $23,782 per participant, in the lower half of filed plans by assets.

#5,215
in Professional & Technical Services (20,173 peers)
+5.9%
assets growth YoY

Treez Inc. 401(k) Plan among the smaller filed plans by assets

Treez Inc. 401(k) Plan vs every filed plan by assets

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

$2,116,566 30th percentile higher than 30% 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

Treez 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. Treez Inc. 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Treez Inc. 401(k) Plan reported net income fell from $693K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • Treez Inc. 401(k) Plan reported participants fell from 108 in the plan year 2023 filing to 89 in the plan year 2024 filing.
  • Treez Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 812793000 · Treez Inc. PY 2024 · 401(k)

Treez Inc. 401(k) Plan · $2M · 89 · 30th

  • PART $2M
  • PART 89
  • PART 30th
  • PART 401(k)
  • PART near Island Marine Retirement Plan
  • PART ind #5215

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 California →

Treez Inc. 401(k) Plan in the asset neighbourhood

Treez Inc. 401(k) Plan$2MIsland Marine Retirement Plan$2MBgasoft 401(k) Plan$2MEl Paso Cosmetic & Plastic Sur 401(k) Profit Sharing Plan & TrustEl Paso Cosmetic & Plastic S…$2MVarion Capital Corporation 401(k) PlanVarion Capital Corporation 4…$2M
End-of-year total assets ($M) among Treez Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$118K
Employer EIN812793000
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treez Inc.)

Sponsor-wide plan assets over time

All Treez Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.879069013592017% vs 2023
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 20232024 $2M $2.12M ▲ +6.0%
Year Plans Participants Total Assets
2023 1 108 $2M
2024 1 89 $2M

Nearby 401(k) Plans in California

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

Treez Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Treez Inc. 401(k) Plan, Total assets ($B): 0.002116566 · Participants: 89Treez Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Treez Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Treez Inc. 401(k) Plan side-by-side with 3 peers →

Treez Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Island Marine Retirement Plan in PR ($2M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Treez Inc. 401(k) Plan assets move in 2024? ▼
Treez Inc. 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $2M to $2M. Reported net income was $118K.
How have Treez Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Treez Inc.'s sponsor-wide assets grew 5.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Treez Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Island Marine Retirement Plan in PR ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Treez Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 812793000.

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.