401(k) · DOL Form 5500 · 2023

Viewtrade Securities, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
66
Participants Small participant base
63rd
Percentile by assets National rank
$185,323
Avg per participant Above avg balance/head
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Official DOL plan name: Viewtrade Holding Corp. Employee Retirement Plan · Sponsored by Viewtrade Securities, Inc. · Florida · Finance & Insurance

$12M in assets, 66 participants

Viewtrade Securities, Inc.'s Viewtrade Holding Corp. Employee Retirement Plan reported $12M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,247 in Finance & Insurance (8,869 peers)

Viewtrade Securities, Inc. multi-year trail

Viewtrade Securities, Inc.'s plans moved +66.2% in assets from 2022 to 2024; this filing shows Viewtrade Holding Corp. Employee Retirement Plan at $12M / 66 participants.

#4,247
in Finance & Insurance (8,869 peers)
+29.5%
assets growth YoY

Viewtrade Holding Corp. Employee Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Viewtrade Holding Corp. Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,231,299 Top 37% higher than 63% of 127,068 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 2023

Viewtrade Holding Corp. Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Viewtrade Holding Corp. Employee Retirement Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Viewtrade Holding Corp. Employee Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Viewtrade Holding Corp. Employee Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Viewtrade Holding Corp. Employee Retirement Plan reported participants rose from 56 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134122207 · Viewtrade Securities, Inc. PY 2023 · 401(k)

Viewtrade Holding Corp. Employee Retirement Plan · $12M · 66 · 63rd

  • 5500 $12M
  • 5500 66
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Windigo Logistics Non-Union Employees 401(k) Plan
  • 5500 ind #4247

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 →

Viewtrade Holding Corp. Employee Retirement Plan in the asset neighbourhood

Viewtrade Holding Corp. Employee Retirement PlanViewtrade Holding Corp. Empl…$12MWindigo Logistics Non-Union Employees 401(k) PlanWindigo Logistics Non-Union …$12MInnosource, Inc. 401(k) Plan$12MI.D. Images LLC Retirement PlanI.D. Images LLC Retirement P…$12MSilverchair Science + Communication, LLC 401(k) PlanSilverchair Science + Commun…$12M
End-of-year total assets ($M) among Viewtrade Holding Corp. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Viewtrade Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Viewtrade Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 66.24869108007466% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.44M $15.7M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 56 $9M
2023 1 66 $12M
2024 1 62 $16M

Viewtrade Securities, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN134122207
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Viewtrade Holding Corp. Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Viewtrade Holding Corp. Employee Retirement Plan, Total assets ($B): 0.012231299 · Participants: 66Viewtrade Holding Corp. Employee Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Viewtrade Holding Corp. Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Viewtrade Holding Corp. Employee Retirement Plan side-by-side with 3 peers →

Viewtrade Holding Corp. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Windigo Logistics Non-Union Employees 401(k) Plan in CO ($12M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Viewtrade Holding Corp. Employee Retirement Plan assets move in 2023? ▼
Viewtrade Holding Corp. Employee Retirement Plan grew sharply - up 29.5% during 2023, from $9M to $12M. Reported net income was $3M.
How have Viewtrade Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Viewtrade Securities, Inc.'s sponsor-wide assets grew 66.2%, from $9M to $16M.
Which 401(k) plans are similar in size to Viewtrade Holding Corp. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Windigo Logistics Non-Union Employees 401(k) Plan in CO ($12M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Viewtrade Holding Corp. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134122207.

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.