401(k) · DOL Form 5500 · 2023
The Trade Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $98,448
- Avg per participant Below avg balance/head
Official DOL plan name: The Trade Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Trade Group, Inc. · Texas · Administrative & Support Services
$14M in assets, 141 participants
The Trade Group, Inc.'s The Trade Group, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #3,569 in Administrative & Support Services (4,372 peers)
Coverage in Texas
The Trade Group, Inc. 401(k) Profit Sharing Plan covers 141 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $14M.
- #3,569
- in Administrative & Support Services (4,372 peers)
- +32.8%
- assets growth YoY
The Trade Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers
The Trade Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,881,119 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Trade Group, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Trade Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Trade Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Trade Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 88 in the plan year 2022 filing to 141 in the plan year 2023 filing.
- The Trade Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 752186454 · The Trade Group, Inc. PY 2023 · 401(k)
The Trade Group, Inc. 401(k) Profit Sharing Plan · $14M · 141 · 66th
- 5500 $14M
- ASSETS 141
- PCT 66th
- EIN 401(k)
- RANK near Rana USA, Inc. 401(k) Profit Sharing Plan & Trust
- PHOTO ind #3569
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 Administrative & Support Services retirement plans → · Plans in Texas →
The Trade Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 752186454 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Trade Group, Inc.)
Sponsor-wide plan assets over time
All The Trade Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 55.80891837992398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $10M |
| 2023 | 1 | 141 | $14M |
| 2024 | 1 | 161 | $16M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
The Trade Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Rana USA, Inc. 401(k) Profit Sharing Plan & Trust in IL ($14M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (141 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.