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Employers › Wisconsin

Employer · plans filed under one EIN

Trachte Building Systems, Inc.

Sun Praire, WI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$328Mnet assets across plans
835participant records660 active
$8.1Memployer contributions, latest plan years$12,226 per active record
$40KSchedule C compensation to organisations$48.25 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Trachte Building Systems, Inc.'s employer identification number (Sun Praire, Wisconsin). Their latest filings total 835 participant records and $328M in net assets.

The largest is Trachte Building Systems, Inc. 401(k) Plan, a 401(k) plan with 351 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $8.1M and participant contributions $2.1M in the latest plan years; benefits paid were $27.6M. Schedule C compensation reported to service provider organisations totalled $40K.

Combined net assets moved from $24.2M in 2016 to $39.9M in 2025 (up 65%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Trachte Building Systems, Inc. 401(k) Plan401(k) plan2025351$33.6M$95,809$3,691$33K
Trachte Building Systems Employee Stock Ownership Planemployee stock ownership plan2024320$288M$898,781$26,614$0
Trachte Building Systems, Inc. 401(k) Employee Retirement Plan401(k) plan2025164$6.3M$38,371$2,751$7,576
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: −$25.7M2010: −$25.7M2011: −$25.7M2012: −$25.7M2013: −$25.5M2014: −$25.0M2015: −$23.8M2016: $24.2M2017: $40.3M2018: $48.5M2019: $62.8M2020: $144M2021: $175M2022: $282M2023: $337M2024: $325M2025: $39.9M−$25.7M$337M$39.9M200920122016202020242025
Combined net assets
2009: 2472010: 2402011: 2082012: 2452013: 2472014: 2672015: 1422016: 3832017: 3232018: 4712019: 5052020: 5962021: 6422022: 6842023: 7142024: 8422025: 515247842515200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252515$39.9M$1.4M$2.1M
20243842$325M$7.8M$2.0M
20233714$337M$6.7M$1.8M
20223684$282M$4.3M$1.6M
20213642$175M$4.2M$1.4M
20203596$144M$4.0M$1.2M
20193505$62.8M$3.1M$0
20183471$48.5M$1.6M$0
20172323$40.3M$1.4M$0
20162383$24.2M$2.2M$0
20151142−$23.8M$1.7M$0
20141267−$25.0M$1.7M$0
20131247−$25.5M$1.3M$0
20121245−$25.7M$1.2M$0
20111208−$25.7M$1.3M$0
20101240−$25.7M$1.3M$0
20091247−$25.7M$1.4M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Wellth Advisory Services LLCInvestment advisory (plan)2$36,906
Fidelity Investments InstitutionalParticipant loan processing2$3,379

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Wellth Advisory Services LLC$37K
Fidelity Investments Institutional$3,379

Questions and answers

How many retirement plans does Trachte Building Systems, Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Trachte Building Systems, Inc. 401(k) Plan, Trachte Building Systems Employee Stock Ownership Plan and Trachte Building Systems, Inc. 401(k) Employee Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Trachte Building Systems, Inc. contribute to its plans?

$8,069,368 in employer contributions across these plans in their latest plan years, about $12,226 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Wellth Advisory Services LLC and Fidelity Investments Institutional. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.