ESOP · DOL Form 5500 · 2023
Via Trading Corporation ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 46
- Participants
- 71st
- Percentile by assets
- $402,977
- Avg per participant
Official DOL plan name: Via Trading Corporation Employee Stock Ownership Plan · Sponsored by Via Trading Corporation · California · Wholesale Trade
$19M in assets, 46 participants
Via Trading Corporation's Via Trading Corporation Employee Stock Ownership Plan reported $19M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #4,266 in Wholesale Trade (6,309 peers)
2023 asset change
Via Trading Corporation Employee Stock Ownership Plan grew at a solid clip 12.1% in 2023 ($17M → $19M) for 46 participants.
- $19M
- total plan assets (2023 EOY)
- 46
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $402,977
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Via Trading Corporation Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Via Trading Corporation Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Via Trading Corporation Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2022 filing to 46 in the plan year 2023 filing.
2023 asset move for Via Trading Corporation Employee Stock Ownership Plan
Year over year, total assets grew at a solid clip from $17M at the start of 2023 to $19M at year-end (up 12.1%). Net assets closed at -$4M; reported net income $5M.
Via Trading Corporation years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $17M |
| 2023 | 1 | 46 | $19M |
| 2024 | 1 | 52 | $17M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | $5M |
| Employer EIN | 421546941 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Via Trading Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Via Trading Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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2023 change
Ways to act on Via Trading Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Via Trading Corporation Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Via Trading Corporation's sponsor-wide assets have grown 5.5% since 2022 across 3 plan years on file. More Wholesale Trade plans