401(k) · DOL Form 5500 · 2022

Trace 3, LLC 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
1,034
Participants Near avg headcount
93rd
Percentile by assets National rank
$106,974
Avg per participant Below avg balance/head
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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.

  • #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.

#6,471
in Wholesale Trade (6,843 peers)
-8.5%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Trace 3 401(k) Plan's outsized position 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 $2,050,000,000 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

Trace 3 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trace 3 401(k) Plan lands in the large band (1,034 participants).

DOL schedule card

Filing strip 954876514 · Trace 3, LLC PY 2022 · 401(k)

Trace 3 401(k) Plan · $111M · 1,034 · 93rd

  • VS-ST $111M
  • VS-ST 1,034
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'
  • VS-ST ind #6471

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 →

Trace 3 401(k) Plan in the asset neighbourhood

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'Beveridge & Diamond, P.C. 40…$111MTrace 3 401(k) Plan$111MVeeam Software Corporation 401(k) PlanVeeam Software Corporation 4…$111MOgden Clinic Savings and Profit Sharing PlanOgden Clinic Savings and Pro…$111MRei Systems, Inc. 401(k) Plan$111M
End-of-year total assets ($M) among Trace 3 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Trace 3, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$173M 56.66492142493056% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $111M $173M ▲ +56.7%
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 & 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
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 →

Trace 3 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' in DC ($111M); by covered participants it is Texas Disposal Systems, Inc. 401(k) Profit Sharing Plan in TX (1,034 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,034 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 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).
Which 401(k) plans cover a similar participant headcount to Trace 3 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Disposal Systems, Inc. 401(k) Profit Sharing Plan in TX (1,034 participants, $32M 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 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.