401(k) · DOL Form 5500 · 2023

Brothers Trading Co., Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
407
Participants Below avg headcount
90th
Percentile by assets National rank
$213,484
Avg per participant Above avg balance/head
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Official DOL plan name: Victory Wholesale Group 401(k) Plan · Sponsored by Brothers Trading Co., Inc. · Ohio · Wholesale Trade

$87M in assets, 407 participants

Brothers Trading Co., Inc.'s Victory Wholesale Group 401(k) Plan reported $87M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,805 in Wholesale Trade (6,309 peers)

Where Victory Wholesale Group 401(k) Plan sits by assets

Victory Wholesale Group 401(k) Plan sits in the top 10% of all filed plans by assets, $87M for 407 participants (~$213,484/participant), up 7.8% in 2023.

#5,805
in Wholesale Trade (6,309 peers)
+7.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Victory Wholesale Group 401(k) Plan's outsized position by total assets

Victory Wholesale Group 401(k) Plan vs every filed plan by assets

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

$86,887,931 Top 10% higher than 90% 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

Victory Wholesale Group 401(k) 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. Victory Wholesale Group 401(k) Plan sits mid-pack in the medium band (407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Victory Wholesale Group 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Victory Wholesale Group 401(k) Plan reported participants rose from 369 in the plan year 2022 filing to 407 in the plan year 2023 filing.
  • Victory Wholesale Group 401(k) Plan end-of-year assets rose from $81M in the plan year 2022 filing to $87M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311153662 · Brothers Trading Co., Inc. PY 2023 · 401(k)

Victory Wholesale Group 401(k) Plan · $87M · 407 · 90th

  • ASSETS $87M
  • PCT 407
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Rimkus Consulting Group, Inc. 401(k) Plan
  • IND ind #5805

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 Ohio →

Victory Wholesale Group 401(k) Plan in the asset neighbourhood

Lifeworks (US) Ltd. 401(k) Savings PlanLifeworks (US) Ltd. 401(k) S…$87MRimkus Consulting Group, Inc. 401(k) PlanRimkus Consulting Group, Inc…$87MJenzabar, Inc. 401(k) Plan$87MVictory Wholesale Group 401(k) PlanVictory Wholesale Group 401(…$87MHighland Clinic, a P.M.C. 401(k) Profit Sharing PlanHighland Clinic, a P.M.C. 40…$87M
End-of-year total assets ($M) among Victory Wholesale Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$87M
Net Income$6M
Employer EIN311153662
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brothers Trading Co., Inc.)

Sponsor-wide plan assets over time

All Brothers Trading Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 16.786294585891934% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $80.6M $94.2M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 369 $81M
2023 1 407 $87M
2024 1 405 $94M

Nearby 401(k) Plans in Ohio

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

Victory Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Victory Wholesale Group 401(k) Plan, Total assets ($B): 0.086887931 · Participants: 407Victory Wholesale Group 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Victory Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Victory Wholesale Group 401(k) Plan side-by-side with 3 peers →

Victory Wholesale Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rimkus Consulting Group, Inc. 401(k) Plan in TX ($87M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Victory Wholesale Group 401(k) Plan assets move in 2023? ▼
Victory Wholesale Group 401(k) Plan grew at a solid clip - up 7.8% during 2023, from $81M to $87M. Reported net income was $6M.
How have Brothers Trading Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brothers Trading Co., Inc.'s sponsor-wide assets grew 16.8%, from $81M to $94M.
Where does Victory Wholesale Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Victory Wholesale Group 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Victory Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rimkus Consulting Group, Inc. 401(k) Plan in TX ($87M, 1,060 participants).
Which 401(k) plans cover a similar participant headcount to Victory Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 participants, N/A 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 311153662.

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.