401(k) · DOL Form 5500 · 2023
Tradestation Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 502
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $138,212
- Avg per participant Near avg balance/head
Official DOL plan name: Tradestation Group, Inc. Employee Savings Retirement Plan · Sponsored by Tradestation Group, Inc. · Florida · Finance & Insurance
$69M in assets, 502 participants
Tradestation Group, Inc.'s Tradestation Group, Inc. Employee Savings Retirement Plan reported $69M in total assets and 502 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,299 in Finance & Insurance (8,869 peers)
Where Tradestation Group, Inc. Employee Savings Retirement Plan sits by assets
Tradestation Group, Inc. Employee Savings Retirement Plan sits in the top quartile of all filed plans by assets, $69M for 502 participants (~$138,212/participant), up 28.4% in 2023.
- #7,299
- in Finance & Insurance (8,869 peers)
- +28.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Tradestation Group, Inc. Employee Savings Retirement Plan's outsized position by total assets
Tradestation Group, Inc. Employee Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,382,395 Top 11% higher than 89% 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
Tradestation Group, Inc. Employee Savings 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. Tradestation Group, Inc. Employee Savings Retirement Plan sits mid-pack in the medium band (502 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tradestation Group, Inc. Employee Savings Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Tradestation Group, Inc. Employee Savings Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- Tradestation Group, Inc. Employee Savings Retirement Plan reported participants rose from 458 in the plan year 2022 filing to 502 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 650977576 · Tradestation Group, Inc. PY 2023 · 401(k)
Tradestation Group, Inc. Employee Savings Retirement Plan · $69M · 502 · 89th
- 5500 $69M
- 5500 502
- 5500 89th
- 5500 401(k)
- 5500 near Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust
- 5500 ind #7299
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 Florida →
Tradestation Group, Inc. Employee Savings Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $15M |
| Employer EIN | 650977576 |
| Plan Effective Date | 1994-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tradestation Group, Inc.)
Sponsor-wide plan assets over time
All Tradestation Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 66.32525344303498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 458 | $54M |
| 2023 | 1 | 502 | $69M |
| 2024 | 1 | 500 | $90M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Tradestation Group, Inc. Employee Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust in MO ($69M); by covered participants it is Mariani Nut Company Inc. 401(k) Profit Sharing Plan in CA (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust (MO) $69M · 126
- Pioneer Employees 401 (K) Plan (CA) $69M · 99
- Heritage Distribution Holdings 401(k) Plan (GA) $69M · 827
- Advarra 401(k) Plan (MD) $69M · 742
Similar participant headcount
Nearest other-state filings by covered participants (502 participants); asset peers above are excluded.
- Mariani Nut Company Inc. 401(k) Profit Sharing Plan (CA) 502 · 0 off
- American Fibertech Corporation 401(k) Plan (IN) 502 · 0 off
- Wectec Staffing Services 401(k) Savings Plan (PA) 502 · 0 off
- Everlaw, Inc. 401(k) Plan (CA) 502 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.