401(k) · DOL Form 5500 · 2023

Crescendo Trade, Inc. 401(k) Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$171,090
Avg per participant Above avg balance/head
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Official DOL plan name: Crescendo Trade, Inc. 401(k) Plan · Sponsored by Crescendo Trade, Inc. · Wisconsin · Finance & Insurance

$171K in assets, 1 participants

Crescendo Trade, Inc.'s Crescendo Trade, Inc. 401(k) Plan reported $171K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

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

Crescendo Trade, Inc. multi-year trail

Crescendo Trade, Inc.'s plans moved +300.3% in assets from 2022 to 2024; this filing shows Crescendo Trade, Inc. 401(k) Plan at $171K / 1 participant.

#500
in Finance & Insurance (8,869 peers)
+31.0%
assets growth YoY

Crescendo Trade, Inc. 401(k) Plan among the smaller filed plans by assets

Crescendo Trade, Inc. 401(k) Plan vs every filed plan by assets

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

$171,090 10th percentile higher than 10% 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

Crescendo Trade, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crescendo Trade, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crescendo Trade, Inc. 401(k) Plan reported net income rose from -$19K in the plan year 2022 filing to $41K in the plan year 2023 filing.
  • Crescendo Trade, Inc. 401(k) Plan end-of-year assets rose from $131K in the plan year 2022 filing to $171K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473025971 · Crescendo Trade, Inc. PY 2023 · 401(k)

Crescendo Trade, Inc. 401(k) Plan · $171K · 1 · 10th

  • 5500 $171K
  • 5500 1
  • 5500 10th
  • 5500 401(k)
  • 5500 near Meyer Senior Services Enterprises, Inc 401(k) Profit Sharing Plan
  • 5500 ind #500

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 Wisconsin →

Crescendo Trade, Inc. 401(k) Plan in the asset neighbourhood

Crescendo Trade, Inc. 401(k) PlanCrescendo Trade, Inc. 401(k)…$171KMeyer Senior Services Enterprises, Inc 401(k) Profit Sharing PlanMeyer Senior Services Enterp…$171KMckee Investments, Inc. 401(k) Profit Sharing PlanMckee Investments, Inc. 401(…$171KWilkins Family Chiropractic Ll 401(k) Profit Sharing Plan & TrustWilkins Family Chiropractic …$171KMaison Danel 401(k)$171K
End-of-year total assets ($M) among Crescendo Trade, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Crescendo Trade, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Crescendo Trade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$523K 300.3033134698755% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.13M $0.52M ▲ +300.0%
Year Plans Participants Total Assets
2022 1 1 $131K
2023 1 1 $171K
2024 1 1 $523K

Crescendo Trade, Inc. filing trail (2023)

Total Assets (Beginning of Year)$131K
Net Assets (End of Year)$171K
Net Income$41K
Employer EIN473025971
Plan Effective Date2015-01-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Crescendo Trade, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Crescendo Trade, Inc. 401(k) Plan, Total assets ($B): 0.00017109 · Participants: 1Crescendo Trade, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Crescendo Trade, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Crescendo Trade, Inc. 401(k) Plan side-by-side with 3 peers →

Crescendo Trade, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Meyer Senior Services Enterprises, Inc 401(k) Profit Sharing Plan in PA ($171K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Crescendo Trade, Inc. 401(k) Plan assets move in 2023? ▼
Crescendo Trade, Inc. 401(k) Plan surged - up 31.0% during 2023, from $131K to $171K. Reported net income was $41K.
How have Crescendo Trade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crescendo Trade, Inc.'s sponsor-wide assets grew 300.3%, from $131K to $523K.
Where does Crescendo Trade, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Crescendo Trade, Inc. 401(k) Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Crescendo Trade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meyer Senior Services Enterprises, Inc 401(k) Profit Sharing Plan in PA ($171K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Crescendo Trade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 473025971.

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.