401(k) · DOL Form 5500 · 2024

Trek Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$869K
Total assets Small plan by assets: 3
Participants Small participant base: 22nd
Percentile by assets National rank: $289,785
Avg per participant High balance/head

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Official DOL plan name: Trek Holdings Inc. 401(k) Plan · Sponsored by Trek Holdings Inc. · Georgia · Manufacturing

$869K in assets, 3 participants

Trek Holdings Inc.'s Trek Holdings Inc. 401(k) Plan reported $869K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#1,599 in Manufacturing (17,777 peers)

Trek Holdings Inc. multi-year trail

Trek Holdings Inc.'s plans moved +4648.0% in assets from 2022 to 2024; this filing shows Trek Holdings Inc. 401(k) Plan at $869K / 3 participants.

#1,599
in Manufacturing (17,777 peers): +456.8%
assets growth YoY

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

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

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

$869,355 22nd percentile higher than 22% 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 Holdings Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trek Holdings Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Trek Holdings Inc. 401(k) Plan end-of-year assets rose from $156K in the plan year 2023 filing to $869K in the plan year 2024 filing.
Trek Holdings Inc. 401(k) Plan reported net income rose from $138K in the plan year 2023 filing to $713K in the plan year 2024 filing.
Trek Holdings Inc. 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871267671 · Trek Holdings Inc. PY 2024 · 401(k)

Trek Holdings Inc. 401(k) Plan · $869K · 3 · 22nd

TYPE $869K
TYPE 3
TYPE 22nd
TYPE 401(k)
TYPE near Innovative Oncology Solutions Retirement Plan
TYPE ind #1599

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 Manufacturing retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Trek Holdings Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trek Holdings Inc. multi-year asset trail

Latest sponsor-wide plan assets: $869K 4647.97924631349% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$18K
2023	1	2	$156K
2024	1	3	$869K

Trek Holdings Inc. filing trail (2024)

Total Assets (Beginning of Year)	$156K
Net Assets (End of Year)	$869K
Net Income	$713K
Employer EIN	871267671
Plan Effective Date	2021-06-16
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Trek Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Trek Holdings Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Innovative Oncology Solutions Retirement Plan in FL ($869K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($869K here).

Innovative Oncology Solutions Retirement Plan (FL) $869K · 4
Fast Track Delivery Inc. 401(k) Plan (NY) $869K · 142
Office Furniture and Related Services, Inc. Retirement Plan (TN) $869K · 21
S. R. Johnson Plumbing 401(k) Plan (OR) $870K · 7

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust (TX) 3 · 0 off
Arizona Mortgage & Investments 401(k) Plan (AZ) 3 · 0 off
Power & Systems Innovations 401(k) Profit Sharing Plan (FL) 3 · 0 off
Delta T Mgmt Retirement Plan (WI) 3 · 0 off

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 Trek Holdings Inc. 401(k) Plan assets move in 2024? ▼

Trek Holdings Inc. 401(k) Plan surged - up 456.8% during 2024, from $156K to $869K. Reported net income was $713K.

How have Trek Holdings Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trek Holdings Inc.'s sponsor-wide assets grew 4648.0%, from $18K to $869K.

Where does Trek Holdings Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Trek Holdings Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Trek Holdings Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Innovative Oncology Solutions Retirement Plan in FL ($869K, 4 participants).

Which 401(k) plans cover a similar participant headcount to Trek Holdings Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 871267671.