ESOP · DOL Form 5500 · 2022

Via Trading Corporation ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
42
Participants Small participant base
74th
Percentile by assets National rank
$393,832
Avg per participant High balance/head
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Official DOL plan name: Via Trading Corporation Employee Stock Ownership Plan · Sponsored by Via Trading Corporation · California · Wholesale Trade

$17M in assets, 42 participants

Via Trading Corporation's Via Trading Corporation Employee Stock Ownership Plan reported $17M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,834 in Wholesale Trade (6,843 peers)

2022 asset change

Via Trading Corporation Employee Stock Ownership Plan declined sharply 22.2% in 2022 ($21M → $17M) for 42 participants.

#4,834
in Wholesale Trade (6,843 peers)
-22.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Via Trading Corporation Employee Stock Ownership Plan's outsized position by total assets

Via Trading Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$16,540,935 Top 26% higher than 74% 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

Via Trading Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Via Trading Corporation Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 421546941 · Via Trading Corporation PY 2022 · ESOP

Via Trading Corporation Employee Stock Ownership Plan · $17M · 42 · 74th

  • PHOTO $17M
  • PHOTO 42
  • PHOTO 74th
  • PHOTO ESOP
  • PHOTO near Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan
  • PHOTO ind #4834

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 What is an ESOP? → · Plans in California →

Via Trading Corporation Employee Stock Ownership Plan in the asset neighbourhood

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership PlanSchwartz & Co. Enterprises, …$17MVia Trading Corporation Employee Stock Ownership PlanVia Trading Corporation Empl…$17MRayser Holdings, Inc. Employee Stock Ownership PlanRayser Holdings, Inc. Employ…$17MPanelmatic, Inc. Employee Stock Ownership PlanPanelmatic, Inc. Employee St…$17MMillstone Weber Employee Stock Ownership PlanMillstone Weber Employee Sto…$17M
End-of-year total assets ($M) among Via Trading Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Via Trading Corporation years around the 2022 move

Sponsor-wide plan assets over time

All Via Trading Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 5.484702043747829% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.5M $17.5M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 42 $17M
2023 1 46 $19M
2024 1 52 $17M

2022 asset-move particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)-$9M
Net Income-$2M
Employer EIN421546941
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Via Trading Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Via Trading Corporation Employee Stock Ownership Plan, Total assets ($B): 0.016540935 · Participants: 42Via Trading Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Via Trading Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Via Trading Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Via Trading Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan in IA ($17M); by covered participants it is Pappageorge Haymes Ltd. ESOP in IL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Via Trading Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Via Trading Corporation Employee Stock Ownership Plan declined sharply - down 22.2% during 2022, from $21M to $17M. Reported net income was -$2M.
How have Via Trading Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Via Trading Corporation's sponsor-wide assets grew 5.5%, from $17M to $17M.
Which ESOP plans are similar in size to Via Trading Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan in IA ($17M, 51 participants).
Which ESOP plans cover a similar participant headcount to Via Trading Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pappageorge Haymes Ltd. ESOP in IL (42 participants, $3M 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 421546941.

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.