401(k) · DOL Form 5500 · 2023

Mutual Trading Company, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
544
Participants Below avg headcount
81st
Percentile by assets National rank
$64,412
Avg per participant Low balance/head
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Official DOL plan name: Mtc Retirement Plan · Sponsored by Mutual Trading Company, Inc. · California · Wholesale Trade

$35M in assets, 544 participants

Mutual Trading Company, Inc.'s Mtc Retirement Plan reported $35M in total assets and 544 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,131 in Wholesale Trade (6,309 peers)

Where Mtc Retirement Plan sits by assets

Mtc Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 544 participants (~$64,412/participant), up 24.0% in 2023.

#5,131
in Wholesale Trade (6,309 peers)
+24.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mtc Retirement Plan's outsized position by total assets

Mtc Retirement Plan vs every filed plan by assets

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

$35,039,865 Top 19% higher than 81% 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

Mtc Retirement 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. Mtc Retirement Plan sits mid-pack in the medium band (544 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mtc Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mtc Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Mtc Retirement Plan reported participants rose from 533 in the plan year 2022 filing to 544 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951034280 · Mutual Trading Company, Inc. PY 2023 · 401(k)

Mtc Retirement Plan · $35M · 544 · 81st

  • BOY $35M
  • BOY 544
  • BOY 81st
  • BOY 401(k)
  • BOY near Rlj-Mclarty-Landers Automotive Holdings, LLC 401(k) Plan
  • BOY ind #5131

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 →

Mtc Retirement Plan in the asset neighbourhood

Rudolph Foods Company, Inc. 401(k) Retirement PlanRudolph Foods Company, Inc. …$35MFaust Distributing Company 401(k) Savings PlanFaust Distributing Company 4…$35MBodensteiner Implement Company Retirement Savings PlanBodensteiner Implement Compa…$35MMtc Retirement Plan$35MRlj-Mclarty-Landers Automotive Holdings, LLC 401(k) PlanRlj-Mclarty-Landers Automoti…$35M
End-of-year total assets ($M) among Mtc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN951034280
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual Trading Company, Inc.)

Sponsor-wide plan assets over time

All Mutual Trading Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 49.911252142804244% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $42.4M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 533 $28M
2023 1 544 $35M
2024 1 707 $42M

Nearby 401(k) Plans in California

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

Mtc Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mtc Retirement Plan, Total assets ($B): 0.035039865 · Participants: 544Mtc Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mtc Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mtc Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rlj-Mclarty-Landers Automotive Holdings, LLC 401(k) Plan in TX ($35M); by covered participants it is We Employees' 401(k) Cash or Deferred Retirement Plan in WA (544 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (544 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 Mtc Retirement Plan assets move in 2023? ▼
Mtc Retirement Plan grew sharply - up 24.0% during 2023, from $28M to $35M. Reported net income was $7M.
How have Mutual Trading Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual Trading Company, Inc.'s sponsor-wide assets grew 49.9%, from $28M to $42M.
Where does Mtc Retirement Plan rank by assets among Form 5500 filers? ▼
Mtc Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mtc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rlj-Mclarty-Landers Automotive Holdings, LLC 401(k) Plan in TX ($35M, 1,765 participants).
Which 401(k) plans cover a similar participant headcount to Mtc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Employees' 401(k) Cash or Deferred Retirement Plan in WA (544 participants, $97M 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 951034280.

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.