401(k) · DOL Form 5500 · 2022

Advance Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
107
Participants Small participant base
92nd
Percentile by assets National rank
$825,007
Avg per participant High balance/head
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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.

  • #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.

#8,081
in Finance & Insurance (9,261 peers)
-8.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Advance Trading, Inc. 401(k) Plan and ESOP's outsized position 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

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

Advance Trading, Inc. 401(k) Plan and ESOP 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. Advance Trading, Inc. 401(k) Plan and ESOP sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 371117051 · Advance Trading, Inc. PY 2022 · 401(k)

Advance Trading, Inc. 401(k) Plan and ESOP · $88M · 107 · 92nd

  • BOOK $88M
  • VS-ST 107
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Atricure, Inc. 401(k) Plan
  • PART ind #8081

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 Finance & Insurance retirement plans → · Plans in Illinois →

Advance Trading, Inc. 401(k) Plan and ESOP in the asset neighbourhood

Isec, Inc. 401(k) Savings PlanIsec, Inc. 401(k) Savings Pl…$88MFiesta Mart, L.L.C. 401(k) Retirement and Savings PlanFiesta Mart, L.L.C. 401(k) R…$88MAdvance Trading, Inc. 401(k) Plan and ESOPAdvance Trading, Inc. 401(k)…$88MAtricure, Inc. 401(k) Plan$88MCare Retirement Savings Plan$88M
End-of-year total assets ($M) among Advance Trading, Inc. 401(k) Plan and ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$88M
Net Income-$8M
Employer EIN371117051
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advance Trading, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$98M 11.370724994651988% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $88.3M $98.3M ▲ +11.4%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Advance Trading, Inc. 401(k) Plan and ESOP, Total assets ($B): 0.088275796 · Participants: 107Advance Trading, Inc. 401(k) Plan and ESOPState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Advance Trading, Inc. 401(k) Plan and ESOP vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Advance Trading, Inc. 401(k) Plan and ESOP side-by-side with 3 peers →

Advance Trading, Inc. 401(k) Plan and ESOP's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Atricure, Inc. 401(k) Plan in OH ($88M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Advance Trading, Inc. 401(k) Plan and ESOP assets move in 2022? ▼
Advance Trading, Inc. 401(k) Plan and ESOP pulled back noticeably - down 8.0% during 2022, from $96M to $88M. Reported net income was -$8M.
How have Advance Trading, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advance Trading, Inc.'s sponsor-wide assets grew 11.4%, from $88M to $98M.
Where does Advance Trading, Inc. 401(k) Plan and ESOP rank by assets among Form 5500 filers? ▼
Advance Trading, Inc. 401(k) Plan and ESOP ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Advance Trading, Inc. 401(k) Plan and ESOP? ▼
Among 401(k) plans in other states, the closest by assets is Atricure, Inc. 401(k) Plan in OH ($88M, 824 participants).
Which 401(k) plans cover a similar participant headcount to Advance Trading, Inc. 401(k) Plan and ESOP? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 371117051.

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.