401(k) · DOL Form 5500 · 2022

Viewtrade Securities, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
56
Participants Small participant base
64th
Percentile by assets National rank
$168,657
Avg per participant Above avg balance/head
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Official DOL plan name: Viewtrade Holding Corp. Employee Retirement Plan · Sponsored by Viewtrade Securities, Inc. · Florida · Finance & Insurance

$9M in assets, 56 participants

Viewtrade Securities, Inc.'s Viewtrade Holding Corp. Employee Retirement Plan reported $9M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,362 in Finance & Insurance (9,261 peers)

Viewtrade Securities, Inc. multi-year trail

Viewtrade Securities, Inc.'s plans moved +66.2% in assets from 2022 to 2024; this filing shows Viewtrade Holding Corp. Employee Retirement Plan at $9M / 56 participants.

#4,362
in Finance & Insurance (9,261 peers)
-15.9%
assets change YoY

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.

Viewtrade Holding Corp. Employee Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Viewtrade Holding Corp. Employee Retirement Plan vs every filed plan by assets

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

$9,444,810 Top 36% higher than 64% 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

Viewtrade Holding Corp. Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Viewtrade Holding Corp. Employee Retirement Plan is a small filing (56 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 134122207 · Viewtrade Securities, Inc. PY 2022 · 401(k)

Viewtrade Holding Corp. Employee Retirement Plan · $9M · 56 · 64th

  • SCH $9M
  • SCH 56
  • SCH 64th
  • SCH 401(k)
  • SCH near Retirement Income Plan for Accord Carton Company
  • SCH ind #4362

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 Florida →

Viewtrade Holding Corp. Employee Retirement Plan in the asset neighbourhood

Retirement Income Plan for Accord Carton CompanyRetirement Income Plan for A…$9MR.H. Long Motor Sales, Inc. 401(k) PlanR.H. Long Motor Sales, Inc. …$9MViewtrade Holding Corp. Employee Retirement PlanViewtrade Holding Corp. Empl…$9MProsciento, Inc. 401(k) Plan$9MEpsten, Apc Profit Sharing 401(k) PlanEpsten, Apc Profit Sharing 4…$9M
End-of-year total assets ($M) among Viewtrade Holding Corp. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Viewtrade Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Viewtrade Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 66.24869108007466% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.44M $15.7M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 56 $9M
2023 1 66 $12M
2024 1 62 $16M

Viewtrade Securities, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN134122207
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Viewtrade Holding Corp. Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Viewtrade Holding Corp. Employee Retirement Plan, Total assets ($B): 0.00944481 · Participants: 56Viewtrade Holding Corp. Employee Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Viewtrade Holding Corp. Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Viewtrade Holding Corp. Employee Retirement Plan side-by-side with 3 peers →

Viewtrade Holding Corp. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Retirement Income Plan for Accord Carton Company in IL ($9M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Viewtrade Holding Corp. Employee Retirement Plan assets move in 2022? ▼
Viewtrade Holding Corp. Employee Retirement Plan declined sharply - down 15.9% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Viewtrade Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Viewtrade Securities, Inc.'s sponsor-wide assets grew 66.2%, from $9M to $16M.
Which 401(k) plans are similar in size to Viewtrade Holding Corp. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Plan for Accord Carton Company in IL ($9M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Viewtrade Holding Corp. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 134122207.

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.