401(k) · DOL Form 5500 · 2022

Trace 3, LLC 401(k) Plan

Data updated 2026-08-11

$111M
Total assets
1,034
Participants
93rd
Percentile by assets
$106,974
Avg per participant
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Official DOL plan name: Trace 3 401(k) Plan · Sponsored by Trace 3, LLC · California · Wholesale Trade

$111M in assets, 1,034 participants

Trace 3, LLC's Trace 3 401(k) Plan reported $111M in total assets and 1,034 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #6,471 in Wholesale Trade (6,843 peers)

Where Trace 3 401(k) Plan sits by assets

Trace 3 401(k) Plan sits in the top 10% of all filed plans by assets, $111M for 1,034 participants (~$106,974/participant), down 8.5% in 2022.

$111M
total plan assets (2022 EOY)
1,034
covered participants
93rd
percentile by assets (of 139,126 plans)
$106,974
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Trace 3 401(k) Plan sits by total assets

Trace 3 401(k) Plan vs every filed plan by assets

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

$110,611,229 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Wholesale Trade

Trace 3 401(k) Plan vs the 2022 asset distribution

By assets, Trace 3 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$111M
Net Income-$10M
Employer EIN954876514
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trace 3, LLC)

$100M$120M$140M$160M$180M 202220232024 $111M $173M ▲ +56.7%
Total plan assets by year, all Trace 3, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,034 $111M
2023 1 1,245 $143M
2024 1 1,258 $173M

Nearby 401(k) Plans in California

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

Trace 3 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trace 3 401(k) Plan, Total assets ($B): 0.110611229 · Participants: 1034Trace 3 401(k) PlanWells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Trace 3 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trace 3 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trace 3 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Trace 3 401(k) Plan assets move in 2022? ▼
Trace 3 401(k) Plan pulled back noticeably - down 8.5% during 2022, from $121M to $111M. Reported net income was -$10M.
How have Trace 3, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trace 3, LLC's sponsor-wide assets grew 56.7%, from $111M to $173M.
Where does Trace 3 401(k) Plan rank by assets among Form 5500 filers? ▼
Trace 3 401(k) Plan ranks in the 93rd 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 Trace 3 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' in DC ($111M, 138 participants).

Next read for Trace 3 401(k) Plan

Scale reading

Ways to act on Trace 3 401(k) Plan's numbers.

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 954876514.

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.