401(k) · DOL Form 5500 · 2022

Geneva Trading USA, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
108
Participants Small participant base
75th
Percentile by assets National rank
$162,402
Avg per participant Above avg balance/head
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Official DOL plan name: Geneva Trading Retirement Plan · Sponsored by Geneva Trading USA, LLC · Illinois · Finance & Insurance

$18M in assets, 108 participants

Geneva Trading USA, LLC's Geneva Trading Retirement Plan reported $18M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,647 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Geneva Trading Retirement Plan covers 108 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#5,647
in Finance & Insurance (9,261 peers)
-11.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Geneva Trading Retirement Plan's outsized position by total assets

Geneva Trading Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,539,406 Top 25% higher than 75% of 139,123 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 2022

Geneva Trading Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Geneva Trading Retirement Plan sits mid-pack in the medium band (108 participants).

Plan-year Form 5500 strip

Filing strip 364398436 · Geneva Trading USA, LLC PY 2022 · 401(k)

Geneva Trading Retirement Plan · $18M · 108 · 75th

  • TYPE $18M
  • NET 108
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Neu Brothers Holdings, Inc. 401(k) Plan
  • SCH ind #5647

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 Finance & Insurance retirement plans → · Plans in Illinois →

Geneva Trading Retirement Plan in the asset neighbourhood

Geneva Trading Retirement PlanGeneva Trading Retirement Pl…$18MNeu Brothers Holdings, Inc. 401(k) PlanNeu Brothers Holdings, Inc. …$18MSouthwest Texas Equipment Distributors, Inc. Profit Sharing PlanSouthwest Texas Equipment Di…$18MHyphen Solutions Retirement PlanHyphen Solutions Retirement …$18MThe Inside Source, Inc. 401(k) Profit Sharing PlanThe Inside Source, Inc. 401(…$18M
End-of-year total assets ($M) among Geneva Trading Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN364398436
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geneva Trading USA, LLC)

Sponsor-wide plan assets over time

All Geneva Trading USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 54.073786763360175% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.5M $27M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 108 $18M
2023 1 129 $23M
2024 1 152 $27M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Geneva Trading Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Geneva Trading Retirement Plan, Total assets ($B): 0.017539406 · Participants: 108Geneva Trading Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Geneva Trading Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Geneva Trading Retirement Plan side-by-side with 3 peers →

Geneva Trading Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Neu Brothers Holdings, Inc. 401(k) Plan in NJ ($18M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Geneva Trading Retirement Plan assets move in 2022? ▼
Geneva Trading Retirement Plan pulled back noticeably - down 11.4% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Geneva Trading USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geneva Trading USA, LLC's sponsor-wide assets grew 54.1%, from $18M to $27M.
Where does Geneva Trading Retirement Plan rank by assets among Form 5500 filers? ▼
Geneva Trading Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Geneva Trading Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neu Brothers Holdings, Inc. 401(k) Plan in NJ ($18M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Geneva Trading Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364398436.

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.