401(k) · DOL Form 5500 · 2023
Trace 3, LLC 401(k) Plan
Data updated 2026-08-11
- $143M
- Total assets
- 1,245
- Participants
- 93rd
- Percentile by assets
- $114,578
- Avg per participant
Official DOL plan name: Trace 3 401(k) Plan · Sponsored by Trace 3, LLC · California · Wholesale Trade
$143M in assets, 1,245 participants
Trace 3, LLC's Trace 3 401(k) Plan reported $143M in total assets and 1,245 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #5,970 in Wholesale Trade (6,309 peers)
Where Trace 3 401(k) Plan sits by assets
Trace 3 401(k) Plan sits in the top 10% of all filed plans by assets, $143M for 1,245 participants (~$114,578/participant), up 29.0% in 2023.
- $143M
- total plan assets (2023 EOY)
- 1,245
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $114,578
- avg assets per participant
Where Trace 3 401(k) Plan sits by total assets
Trace 3 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,649,348 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trace 3 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Trace 3 401(k) Plan end-of-year assets rose from $111M in the plan year 2022 filing to $143M in the plan year 2023 filing.
- Trace 3 401(k) Plan reported participants rose from 1,034 in the plan year 2022 filing to 1,245 in the plan year 2023 filing.
Trace 3 401(k) Plan vs the 2023 asset distribution
By assets, Trace 3 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $32M |
| Employer EIN | 954876514 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trace 3, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,034 | $111M |
| 2023 | 1 | 1,245 | $143M |
| 2024 | 1 | 1,258 | $173M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trace 3 401(k) Plan by total assets, not by location.
- Grosvenor Capital Management, L.P. 401(k) Retirement Plan (IL) $143M · 500
- Argos USA Retirement Savings Plan (GA) $143M · 1,980
- Foundation Risk Partners 401(k) Plan (FL) $143M · 1,901
- Carter-Jones Companies 401(k) Retirement Plan (OH) $143M · 3,709
Frequently Asked Questions
How did Trace 3 401(k) Plan assets move in 2023? ▼
How have Trace 3, LLC plan assets changed over time? ▼
Where does Trace 3 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Trace 3 401(k) Plan? ▼
Next read for Trace 3 401(k) Plan
Scale reading
Ways to act on Trace 3 401(k) Plan's numbers.
- By total assets, Trace 3 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Trace 3, LLC's sponsor-wide assets have grown 56.7% since 2022 across 3 plan years on file. More Wholesale Trade plans