401(k) · DOL Form 5500 · 2022

Mutual Trading Company, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
533
Participants Below avg headcount
82nd
Percentile by assets National rank
$53,028
Avg per participant Low balance/head
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Official DOL plan name: Mtc Retirement Plan · Sponsored by Mutual Trading Company, Inc. · California · Wholesale Trade

$28M in assets, 533 participants

Mutual Trading Company, Inc.'s Mtc Retirement Plan reported $28M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,577 in Wholesale Trade (6,843 peers)

Where Mtc Retirement Plan sits by assets

Mtc Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 533 participants (~$53,028/participant), down 13.3% in 2022.

#5,577
in Wholesale Trade (6,843 peers)
-13.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mtc Retirement Plan's outsized position by total assets

Mtc Retirement Plan vs every filed plan by assets

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

$28,263,781 Top 18% higher than 82% 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

Mtc 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. Mtc Retirement Plan sits mid-pack in the medium band (533 participants).

Plan-year Form 5500 strip

Filing strip 951034280 · Mutual Trading Company, Inc. PY 2022 · 401(k)

Mtc Retirement Plan · $28M · 533 · 82nd

  • SCH $28M
  • SCH 533
  • SCH 82nd
  • SCH 401(k)
  • SCH near Dcs Pep 401(k) Profit Sharing Plan
  • SCH ind #5577

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 Wholesale Trade retirement plans → · Plans in California →

Mtc Retirement Plan in the asset neighbourhood

Offshore Energy Services 401(k) Profit Sharing PlanOffshore Energy Services 401…$28MMtc Retirement Plan$28MDcs Pep 401(k) Profit Sharing PlanDcs Pep 401(k) Profit Sharin…$28MSba 401(k) Plan$28MHeart of Cardon LLC 401(k) Retirement PlanHeart of Cardon LLC 401(k) R…$28M
End-of-year total assets ($M) among Mtc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN951034280
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual Trading Company, Inc.)

Sponsor-wide plan assets over time

All Mutual Trading Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 49.911252142804244% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $42.4M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 533 $28M
2023 1 544 $35M
2024 1 707 $42M

Nearby 401(k) Plans in California

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

Mtc Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mtc Retirement Plan, Total assets ($B): 0.028263781 · Participants: 533Mtc Retirement 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
Mtc Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mtc Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Dcs Pep 401(k) Profit Sharing Plan in GA ($28M); by covered participants it is Endeavor Business Media, Inc. 401(k) Plan in TN (533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Mtc Retirement Plan assets move in 2022? ▼
Mtc Retirement Plan pulled back noticeably - down 13.3% during 2022, from $33M to $28M. Reported net income was -$4M.
How have Mutual Trading Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual Trading Company, Inc.'s sponsor-wide assets grew 49.9%, from $28M to $42M.
Where does Mtc Retirement Plan rank by assets among Form 5500 filers? ▼
Mtc Retirement Plan ranks in the 82nd 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 Mtc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dcs Pep 401(k) Profit Sharing Plan in GA ($28M, 1,365 participants).
Which 401(k) plans cover a similar participant headcount to Mtc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Endeavor Business Media, Inc. 401(k) Plan in TN (533 participants, $23M 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 951034280.

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.