401(k) · DOL Form 5500 · 2022

Tradestation Group, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
458
Participants Below avg headcount
89th
Percentile by assets National rank
$117,998
Avg per participant Below avg balance/head
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Official DOL plan name: Tradestation Group, Inc. Employee Savings Retirement Plan · Sponsored by Tradestation Group, Inc. · Florida · Finance & Insurance

$54M in assets, 458 participants

Tradestation Group, Inc.'s Tradestation Group, Inc. Employee Savings Retirement Plan reported $54M in total assets and 458 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,562 in Finance & Insurance (9,261 peers)

Where Tradestation Group, Inc. Employee Savings Retirement Plan sits by assets

Tradestation Group, Inc. Employee Savings Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 458 participants (~$117,998/participant), down 18.9% in 2022.

#7,562
in Finance & Insurance (9,261 peers)
-18.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tradestation Group, Inc. Employee Savings Retirement Plan's outsized position by total assets

Tradestation Group, Inc. Employee Savings Retirement Plan vs every filed plan by assets

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

$54,043,308 Top 11% higher than 89% 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

Tradestation Group, Inc. Employee Savings Retirement Plan 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. Tradestation Group, Inc. Employee Savings Retirement Plan sits mid-pack in the medium band (458 participants).

Published 5500 schedule card

Filing strip 650977576 · Tradestation Group, Inc. PY 2022 · 401(k)

Tradestation Group, Inc. Employee Savings Retirement Plan · $54M · 458 · 89th

  • BOOK $54M
  • VS-ST 458
  • BOY 89th
  • SCH 401(k)
  • EBSA near Mcm Cpas & Advisors LLP 401(k) Plan
  • PART ind #7562

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 Florida →

Tradestation Group, Inc. Employee Savings Retirement Plan in the asset neighbourhood

Bbc Studios Americas, Inc. 401(k) Retirement PlanBbc Studios Americas, Inc. 4…$54MTradestation Group, Inc. Employee Savings Retirement PlanTradestation Group, Inc. Emp…$54MMcm Cpas & Advisors LLP 401(k) PlanMcm Cpas & Advisors LLP 401(…$54MInnovance, Inc. Employee Stock Ownership Plan and TrustInnovance, Inc. Employee Sto…$54MPowersecure, Inc. 401(k) Retirment PlanPowersecure, Inc. 401(k) Ret…$54M
End-of-year total assets ($M) among Tradestation Group, Inc. Employee Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$54M
Net Income-$13M
Employer EIN650977576
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tradestation Group, Inc.)

Sponsor-wide plan assets over time

All Tradestation Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 66.32525344303498% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $54M $89.9M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 458 $54M
2023 1 502 $69M
2024 1 500 $90M

Nearby 401(k) Plans in Florida

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

Tradestation Group, Inc. Employee Savings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Tradestation Group, Inc. Employee Savings Retirement Plan, Total assets ($B): 0.054043308 · Participants: 458Tradestation Group, Inc. Employee Savings Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Tradestation Group, Inc. Employee Savings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tradestation Group, Inc. Employee Savings Retirement Plan side-by-side with 3 peers →

Tradestation Group, Inc. Employee Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mcm Cpas & Advisors LLP 401(k) Plan in KY ($54M); by covered participants it is Embassy Management 401(k) Plan in WA (458 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Tradestation Group, Inc. Employee Savings Retirement Plan assets move in 2022? ▼
Tradestation Group, Inc. Employee Savings Retirement Plan declined sharply - down 18.9% during 2022, from $67M to $54M. Reported net income was -$13M.
How have Tradestation Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradestation Group, Inc.'s sponsor-wide assets grew 66.3%, from $54M to $90M.
Where does Tradestation Group, Inc. Employee Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Tradestation Group, Inc. Employee Savings Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tradestation Group, Inc. Employee Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcm Cpas & Advisors LLP 401(k) Plan in KY ($54M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Tradestation Group, Inc. Employee Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Embassy Management 401(k) Plan in WA (458 participants, $6M 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 650977576.

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.