401(k) · DOL Form 5500 · 2024

Trek Bicycle Corporation 401(k) Plan

Data updated 2026-07-24

$245M
Total assets: 2,870
Participants: 95th
Percentile by assets: $85,459
Avg per participant

Official DOL plan name: Trek Bicycle Corporation 401(k) Plan · Sponsored by Trek Bicycle Corporation · Wisconsin · Manufacturing

$245M in assets, 2,870 participants

Trek Bicycle Corporation's Trek Bicycle Corporation 401(k) Plan reported $245M in total assets and 2,870 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Trek Bicycle Corporation 401(k) Plan covers 2,870 participants in Wisconsin, 5.1x the typical Wisconsin plan (state average ~565 per filing). Assets: $245M.

$245M
total plan assets (2024 EOY): 2,870
covered participants: 95th
percentile by assets (of 116,472 plans): $85,459
avg assets per participant

Trek Bicycle Corporation 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Trek Bicycle Corporation 401(k) Plan reported participants fell from 3,563 in the plan year 2023 filing to 2,870 in the plan year 2024 filing.
Trek Bicycle Corporation 401(k) Plan end-of-year assets rose from $218M in the plan year 2023 filing to $245M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Trek Bicycle Corporation 401(k) Plan reports 2,870 participants - 5.1x that state average ($245M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$218M
Net Assets (End of Year)	$245M
Net Income	$15M
Employer EIN	391237359
Plan Effective Date	1996-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trek Bicycle Corporation)

Total plan assets by year, all Trek Bicycle Corporation plans on file

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.

Trek Bicycle Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Trek Bicycle Corporation 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trek Bicycle Corporation 401(k) Plan by total assets, not by location.

Upbound 401(k) Retirement Savings Plan (TX) $245M · 10,087
Hma Group Holdings, LLC 401(k) Plan (IA) $245M · 1,120
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan (PA) $245M · 1,538
Trimark Retirement Savings Plan (MA) $245M · 3,116

Frequently Asked Questions

How did Trek Bicycle Corporation 401(k) Plan assets move in 2024? ▼

Trek Bicycle Corporation 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $218M to $245M. Reported net income was $15M.

How have Trek Bicycle Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trek Bicycle Corporation's sponsor-wide assets declined 5.3%, from $415M to $393M.

Where does Trek Bicycle Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼

Trek Bicycle Corporation 401(k) Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Trek Bicycle Corporation 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Upbound 401(k) Retirement Savings Plan in TX ($245M, 10,087 participants).

Next read for Trek Bicycle Corporation 401(k) Plan

Filing takeaways

Ways to act on Trek Bicycle Corporation 401(k) Plan's numbers.

By total assets, Trek Bicycle Corporation 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Trek Bicycle Corporation's sponsor-wide assets have declined 5.3% since 2022 across 3 plan years on file. More Manufacturing plans

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.

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.