401(k) · DOL Form 5500 · 2024

Trek Bicycle Corporation 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
2,870
Participants Above avg headcount
95th
Percentile by assets National rank
$85,459
Avg per participant Below avg balance/head
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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.

  • #16,413 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Trek Bicycle Corporation 401(k) Plan covers 2,870 participants in Wisconsin, 5.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $245M.

#16,413
in Manufacturing (17,777 peers)
+12.3%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Trek Bicycle Corporation 401(k) Plan's outsized position by total assets

Trek Bicycle Corporation 401(k) Plan vs every filed plan by assets

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

$245,266,917 Top 5% higher than 95% 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

Trek Bicycle Corporation 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trek Bicycle Corporation 401(k) Plan lands in the large band (2,870 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 391237359 · Trek Bicycle Corporation PY 2024 · 401(k)

Trek Bicycle Corporation 401(k) Plan · $245M · 2,870 · 95th

  • 5500 $245M
  • ASSETS 2,870
  • PCT 95th
  • EIN 401(k)
  • RANK near Upbound 401(k) Retirement Savings Plan
  • PHOTO ind #16413

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 Wisconsin →

Trek Bicycle Corporation 401(k) Plan in the asset neighbourhood

Trimark Retirement Savings PlanTrimark Retirement Savings P…$245MHma Group Holdings, LLC 401(k) PlanHma Group Holdings, LLC 401(…$245MTrek Bicycle Corporation 401(k) PlanTrek Bicycle Corporation 401…$245MUpbound 401(k) Retirement Savings PlanUpbound 401(k) Retirement Sa…$245MDollar Bank Employee Tax-Sheltered Incentive Savings PlanDollar Bank Employee Tax-She…$245M
End-of-year total assets ($M) among Trek Bicycle Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$245M
Net Income$15M
Employer EIN391237359
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trek Bicycle Corporation)

Sponsor-wide plan assets over time

All Trek Bicycle Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$393M 5.323352805141143% vs 2022
2024 filing year
$390M$400M$410M$420M 202220232024 $415M $393M ▼ -5.3%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Trek Bicycle Corporation 401(k) Plan, Total assets ($B): 0.245266917 · Participants: 2870Trek Bicycle Corporation 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Trek Bicycle Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trek Bicycle Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Upbound 401(k) Retirement Savings Plan in TX ($245M); by covered participants it is Acushnet Company 401(k) Plan in MA (2,869 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,870 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Trek Bicycle Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acushnet Company 401(k) Plan in MA (2,869 participants, $638M 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 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.