401(k) · DOL Form 5500 · 2022

Ion Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$425M
Total assets Above avg plan size
1,273
Participants Near avg headcount
98th
Percentile by assets National rank
$333,466
Avg per participant High balance/head
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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.

  • #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.

#21,210
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY
4.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Ion Group 401(k) Plan vs every filed plan by assets

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

$424,502,486 Top 2% higher than 98% 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

Ion Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ion Group 401(k) Plan lands in the large band (1,273 participants).

EBSA filing schedule strip

Filing strip 363080374 · Ion Trading, Inc. PY 2022 · 401(k)

Ion Group 401(k) Plan · $425M · 1,273 · 98th

  • TYPE $425M
  • TYPE 1,273
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Sonic Automotive, Inc. 401(k) Plan & Trust
  • TYPE ind #21210

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 Professional & Technical Services retirement plans → · Plans in New York →

Ion Group 401(k) Plan in the asset neighbourhood

Ion Group 401(k) Plan$425MSonic Automotive, Inc. 401(k) Plan & TrustSonic Automotive, Inc. 401(k…$424MGainwell Technologies 401(k) PlanGainwell Technologies 401(k)…$424MCargill Investment Plan$424MThe Gores Group, LLC - 401(k) PlanThe Gores Group, LLC - 401(k…$424M
End-of-year total assets ($M) among Ion Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$529M
Net Assets (End of Year)$425M
Net Income-$114M
Employer EIN363080374
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ion Trading, Inc.)

Sponsor-wide plan assets over time

All Ion Trading, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$565M 33.195693699659515% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $425M $565M ▲ +33.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ion Group 401(k) Plan, Total assets ($B): 0.424502486 · Participants: 1273Ion Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Ion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ion Group 401(k) Plan side-by-side with 3 peers →

Ion Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sonic Automotive, Inc. 401(k) Plan & Trust in NC ($424M); by covered participants it is Far West Services, LLC 401(k) Plan in CA (1,273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($425M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,273 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 Ion Group 401(k) Plan assets move in 2022? ▼
Ion Group 401(k) Plan declined sharply - down 19.8% during 2022, from $529M to $425M. Reported net income was -$114M.
How have Ion Trading, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ion Trading, Inc.'s sponsor-wide assets grew 33.2%, from $425M to $565M.
Where does Ion Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Ion Group 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonic Automotive, Inc. 401(k) Plan & Trust in NC ($424M, 7,953 participants).
Which 401(k) plans cover a similar participant headcount to Ion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Far West Services, LLC 401(k) Plan in CA (1,273 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 363080374.

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.