401(k) · DOL Form 5500 · 2022
Advance Trading, Inc. 401(k) Plan
Data updated 2026-08-11
- $88M
- Total assets
- 107
- Participants
- 92nd
- Percentile by assets
- $825,007
- Avg per participant
Official DOL plan name: Advance Trading, Inc. 401(k) Plan and ESOP · Sponsored by Advance Trading, Inc. · Illinois · Finance & Insurance
$88M in assets, 107 participants
Advance Trading, Inc.'s Advance Trading, Inc. 401(k) Plan and ESOP reported $88M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,081 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Advance Trading, Inc. 401(k) Plan and ESOP covers 107 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $88M.
- $88M
- total plan assets (2022 EOY)
- 107
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $825,007
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Advance Trading, Inc. 401(k) Plan and ESOP sits by total assets
Advance Trading, Inc. 401(k) Plan and ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$88,275,796 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Advance Trading, Inc. 401(k) Plan and ESOP reports 107 participants - about 14% of that state average ($88M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$8M |
| Employer EIN | 371117051 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advance Trading, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $88M |
| 2023 | 1 | 96 | $86M |
| 2024 | 1 | 84 | $98M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Advance Trading, Inc. 401(k) Plan and ESOP vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Advance Trading, Inc. 401(k) Plan and ESOP by total assets, not by location.
- Atricure, Inc. 401(k) Plan (OH) $88M · 824
- Fiesta Mart, L.L.C. 401(k) Retirement and Savings Plan (TX) $88M · 8,509
- Care Retirement Savings Plan (GA) $88M · 394
- Isec, Inc. 401(k) Savings Plan (CO) $88M · 737
Frequently Asked Questions
How did Advance Trading, Inc. 401(k) Plan and ESOP assets move in 2022? ▼
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Filing takeaways
Ways to act on Advance Trading, Inc. 401(k) Plan and ESOP's numbers.
- By total assets, Advance Trading, Inc. 401(k) Plan and ESOP ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Advance Trading, Inc.'s sponsor-wide assets have grown 11.4% since 2022 across 3 plan years on file. More Finance & Insurance plans