Trek Bicycle Corporation 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Trek Bicycle Corporation · Wisconsin · Manufacturing
What the 2023 filing shows
Trek Bicycle Corporation 401(k) Plan holds $245M for 2,870 participants — about $85,459 per participant, up 12.3% over the 2024 plan year.
- $245M
- total plan assets (2024 EOY)
- 2,870
- covered participants
- $85,459
- avg assets per participant
- +12.3%
- assets growth YoY
What the Filing Says About Trek Bicycle Corporation 401(k) Plan
Trek Bicycle Corporation 401(k) Plan is a 401(k) retirement plan sponsored by Trek Bicycle Corporation, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $245M in total end-of-year assets and covers 2,870 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391237359, and the plan has been effective since 1996-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $218M at the beginning of 2024 to $245M at year-end — a gain of 12.3%. Net assets (after liabilities) closed the year at $245M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $218M |
| Total Assets (End of Year) | $245M |
| Net Assets (End of Year) | $245M |
| Net Income | $15M |
| Plan Type | 401(k) |
| Employer EIN | 391237359 |
| Plan Effective Date | 1996-04-01 |
| 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 401(k) Plans in Wisconsin
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Related Data
Guides
Frequently Asked Questions
How much money is in the Trek Bicycle Corporation 401(k) Plan? ▼
What type of plan is Trek Bicycle Corporation 401(k) Plan? ▼
Who sponsors the Trek Bicycle Corporation 401(k) Plan? ▼
How did Trek Bicycle Corporation 401(k) Plan perform in 2024? ▼
Where can I find official filings for Trek Bicycle Corporation 401(k) Plan? ▼
How does Trek Bicycle Corporation 401(k) Plan compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.