401(k) · DOL Form 5500 · 2022
Ion Trading, Inc. 401(k) Plan
Data updated 2026-08-11
- $425M
- Total assets
- 1,273
- Participants
- 98th
- Percentile by assets
- $333,466
- Avg per participant
Official DOL plan name: Ion Group 401(k) Plan · Sponsored by Ion Trading, Inc. · New York · Professional & Technical Services
$425M in assets, 1,273 participants
Ion Trading, Inc.'s Ion Group 401(k) Plan reported $425M in total assets and 1,273 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #21,210 in Professional & Technical Services (21,562 peers)
Where Ion Group 401(k) Plan sits by assets
Ion Group 401(k) Plan sits in the top 5% of all filed plans by assets, $425M for 1,273 participants (~$333,466/participant), down 19.8% in 2022.
- $425M
- total plan assets (2022 EOY)
- 1,273
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $333,466
- avg assets per participant
The plan reported a net loss of $114M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ion Group 401(k) Plan vs the 2022 asset distribution
By assets, Ion Group 401(k) Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $529M |
|---|---|
| Net Assets (End of Year) | $425M |
| Net Income | -$114M |
| Employer EIN | 363080374 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ion Trading, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,273 | $425M |
| 2023 | 1 | 1,231 | $512M |
| 2024 | 1 | 1,354 | $565M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ion Group 401(k) Plan by total assets, not by location.
- Sonic Automotive, Inc. 401(k) Plan & Trust (NC) $424M · 7,953
- Gainwell Technologies 401(k) Plan (AK) $424M · 8,051
- Cargill Investment Plan (MN) $424M · 10,391
- The Gores Group, LLC - 401(k) Plan (CO) $424M · 4,465
Frequently Asked Questions
How did Ion Group 401(k) Plan assets move in 2022? ▼
How have Ion Trading, Inc. plan assets changed over time? ▼
Where does Ion Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ion Group 401(k) Plan? ▼
Next read for Ion Group 401(k) Plan
Scale reading
Ways to act on Ion Group 401(k) Plan's numbers.
- By total assets, Ion Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Ion Trading, Inc.'s sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans