401(k) · DOL Form 5500 · 2024

Trexie Management, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
91
Participants Small participant base
56th
Percentile by assets National rank
$111,660
Avg per participant Below avg balance/head
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Official DOL plan name: Trexie 401(k) Plan · Sponsored by Trexie Management, LLC · Washington · Finance & Insurance

$10M in assets, 91 participants

Trexie Management, LLC's Trexie 401(k) Plan reported $10M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,410 in Finance & Insurance (8,549 peers)

Trexie Management, LLC multi-year trail

Trexie Management, LLC's plans moved -10.3% in assets from 2023 to 2024; this filing shows Trexie 401(k) Plan at $10M / 91 participants.

#3,410
in Finance & Insurance (8,549 peers)
-10.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trexie 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Trexie 401(k) Plan vs every filed plan by assets

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

$10,161,073 Top 44% higher than 56% 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

Trexie 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. Trexie 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trexie 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Trexie 401(k) Plan reported participants fell from 179 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Trexie 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 923346338 · Trexie Management, LLC PY 2024 · 401(k)

Trexie 401(k) Plan · $10M · 91 · 56th

  • IND $10M
  • IND 91
  • IND 56th
  • IND 401(k)
  • IND near Carrollton Regional Medical Center 401(k) Plan
  • IND ind #3410

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 Finance & Insurance retirement plans → · Plans in Washington →

Trexie 401(k) Plan in the asset neighbourhood

Trexie 401(k) Plan$10MCarrollton Regional Medical Center 401(k) PlanCarrollton Regional Medical …$10MAjin USA 401(k) Plan$10MSterling Bank 401(k) Profit Sharing PlanSterling Bank 401(k) Profit …$10MEdm Services Profit Sharing PlanEdm Services Profit Sharing …$10M
End-of-year total assets ($M) among Trexie 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trexie Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trexie Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 10.29980536407018% vs 2023
2024 filing year
$10M$10.5M$11M$11.5M 20232024 $11.3M $10.2M ▼ -10.3%
Year Plans Participants Total Assets
2023 1 179 $11M
2024 1 91 $10M

Trexie Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN923346338
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Trexie 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Trexie 401(k) Plan, Total assets ($B): 0.010161073 · Participants: 91Trexie 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Trexie 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Trexie 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Carrollton Regional Medical Center 401(k) Plan in TX ($10M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Trexie 401(k) Plan assets move in 2024? ▼
Trexie 401(k) Plan pulled back noticeably - down 10.3% during 2024, from $11M to $10M. Reported net income was -$1M.
How have Trexie Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Trexie Management, LLC's sponsor-wide assets declined 10.3%, from $11M to $10M.
Which 401(k) plans are similar in size to Trexie 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrollton Regional Medical Center 401(k) Plan in TX ($10M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Trexie 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M 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 923346338.

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.