401(k) · DOL Form 5500 · 2022

Conrad Trading 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
54th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Conrad Trading 401(k) Profit Sharing Plan · Sponsored by Conrad Trading · California · Arts, Entertainment & Recreation

$6M in assets, 2 participants

Conrad Trading's Conrad Trading 401(k) Profit Sharing Plan reported $6M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,169 in Arts, Entertainment & Recreation (3,077 peers)

Conrad Trading multi-year trail

Conrad Trading's plans moved +35.7% in assets from 2022 to 2024; this filing shows Conrad Trading 401(k) Profit Sharing Plan at $6M / 2 participants.

#2,169
in Arts, Entertainment & Recreation (3,077 peers)
-10.3%
assets change YoY

The plan reported a net loss of $696K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conrad Trading 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Conrad Trading 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,058,005 Top 46% higher than 54% 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

Conrad Trading 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conrad Trading 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 954728403 · Conrad Trading PY 2022 · 401(k)

Conrad Trading 401(k) Profit Sharing Plan · $6M · 2 · 54th

  • BOY $6M
  • BOY 2
  • BOY 54th
  • BOY 401(k)
  • BOY near Creative Solutions Consulting, Inc 401(k) Plan
  • BOY ind #2169

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Conrad Trading 401(k) Profit Sharing Plan in the asset neighbourhood

Conrad Trading 401(k) Profit Sharing PlanConrad Trading 401(k) Profit…$6MCreative Solutions Consulting, Inc 401(k) PlanCreative Solutions Consultin…$6MIowa Northern Railway Company 401(k) PlanIowa Northern Railway Compan…$6MAmerican Shizuki Corporation Retirement Savings PlanAmerican Shizuki Corporation…$6MLunde Marine Electronics 401(k) Profit Sharing PlanLunde Marine Electronics 401…$6M
End-of-year total assets ($M) among Conrad Trading 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Conrad Trading multi-year asset trail

Sponsor-wide plan assets over time

All Conrad Trading plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.686253147694664% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.06M $8.22M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 2 $6M
2023 1 2 $7M
2024 1 2 $8M

Conrad Trading filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$696K
Employer EIN954728403
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Conrad Trading 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Conrad Trading 401(k) Profit Sharing Plan, Total assets ($B): 0.006058005 · Participants: 2Conrad Trading 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Conrad Trading 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Conrad Trading 401(k) Profit Sharing Plan side-by-side with 3 peers →

Conrad Trading 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Creative Solutions Consulting, Inc 401(k) Plan in IN ($6M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Conrad Trading 401(k) Profit Sharing Plan assets move in 2022? ▼
Conrad Trading 401(k) Profit Sharing Plan pulled back noticeably - down 10.3% during 2022, from $7M to $6M. Reported net income was -$696K.
How have Conrad Trading plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conrad Trading's sponsor-wide assets grew 35.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Conrad Trading 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Solutions Consulting, Inc 401(k) Plan in IN ($6M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Conrad Trading 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 954728403.

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.