Trek Bicycle Corporation, Waterloo, WI. EIN 39-1237359. Annual reports 2009–2025.
Trek Bicycle Corporation has 2 active retirement plans on file. The largest is the Trek Bicycle Corporation 401(k) Plan, with 3,564 participants and $268 million in assets in 2025. Transamerica has been its recordkeeper since 2019. No traditional pension plan appears in Trek Bicycle's filings since 2009.
Trek Bicycle Corporation 801 West Madison Street Waterloo, WI 53594 (920) 478-2191As filed for 2025
In effect since
April 1, 1996
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
3,564
$268 million
Transamerica
2024
3,762
$245 million
Transamerica
2023
3,917
$218 million
Transamerica
2022
4,412
$175 million
Transamerica
2021
3,467
$191 million
Transamerica
2020
2,376
$153 million
Transamerica
2019
2,026
$118 million
Transamerica
2018
1,798
$87.9 million
OneAmerica
2017
1,621
$95.1 million
OneAmerica
2016
1,484
$82.9 million
OneAmerica
2015
1,383
$75.8 million
OneAmerica
2014
1,275
$73.5 million
Bmo Harris Bank
2013
1,226
$69.5 million
Bmo Harris Bank
2012
1,214
$54.8 million
Marshall & Ilsley Trust
2011
1,217
$47.1 million
Marshall & Ilsley Trust
2010
1,296
$44.9 million
Marshall & Ilsley Trust
2009
1,304
$36.2 million
Marshall & Ilsley Trust
Trek Bicycle Corporation Employee Stock Ownership Plan
Employee stock ownership plan (ESOP)Active
Active. The plan filed its annual report for the 2025 plan year.
Plan number
001Employer EIN 39-1237359
Participants (2025)
2,250
Net assets (2025)
$110 million
Last listed recordkeeper
OneAmericaEarlier: Bmo Harris Bank (2013–2014), Marshall & Ilsley Trust (2010–2012)
Plan administrator
Trek Bicycle Corporation 801 West Madison Street Waterloo, WI 53594 (920) 478-2191As filed for 2025
In effect since
October 1, 1987
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
2,250
$110 million
not listed
2024
2,473
$147 million
not listed
2023
3,132
$194 million
not listed
2022
2,688
$240 million
not listed
2021
2,118
$235 million
not listed
2020
1,673
$182 million
not listed
2019
1,725
$133 million
not listed
2018
1,547
$122 million
OneAmerica
2017
1,383
$119 million
OneAmerica
2016
1,426
$115 million
OneAmerica
2015
1,337
$115 million
OneAmerica
2014
1,240
$104 million
Bmo Harris Bank
2013
1,203
$95.6 million
Bmo Harris Bank
2012
1,220
$92.0 million
Marshall & Ilsley Trust
2011
1,226
$76.9 million
Marshall & Ilsley Trust
2010
1,280
$66.2 million
Marshall & Ilsley Trust
2009
1,166
$57.4 million
not listed
If you had money in one of these plans
Call Transamerica (transamerica.com), which runs the Trek Bicycle Corporation 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((920) 478-2191). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.