401(k) · DOL Form 5500 · 2023
Ion Trading, Inc. 401(k) Plan
Data updated 2026-08-11
- $512M
- Total assets
- 1,231
- Participants
- 97th
- Percentile by assets
- $416,274
- Avg per participant
Official DOL plan name: Ion Group 401(k) Plan · Sponsored by Ion Trading, Inc. · New York · Professional & Technical Services
$512M in assets, 1,231 participants
Ion Trading, Inc.'s Ion Group 401(k) Plan reported $512M in total assets and 1,231 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #19,966 in Professional & Technical Services (20,321 peers)
Where Ion Group 401(k) Plan sits by assets
Ion Group 401(k) Plan sits in the top 5% of all filed plans by assets, $512M for 1,231 participants (~$416,274/participant), up 20.7% in 2023.
- $512M
- total plan assets (2023 EOY)
- 1,231
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $416,274
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ion Group 401(k) Plan reported net income rose from -$114M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- Ion Group 401(k) Plan end-of-year assets rose from $425M in the plan year 2022 filing to $512M in the plan year 2023 filing.
- Ion Group 401(k) Plan reported participants fell from 1,273 in the plan year 2022 filing to 1,231 in the plan year 2023 filing.
Ion Group 401(k) Plan vs the 2023 asset distribution
By assets, Ion Group 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $425M |
|---|---|
| Net Assets (End of Year) | $512M |
| Net Income | $72M |
| Employer EIN | 363080374 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ion Trading, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,273 | $425M |
| 2023 | 1 | 1,231 | $512M |
| 2024 | 1 | 1,354 | $565M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ion Group 401(k) Plan by total assets, not by location.
- Eide Bailly LLP 401(k) Profit Sharing Plan (ND) $513M · 2,920
- Snell & Wilmer Profit Sharing and Savings Plan (AZ) $512M · 1,029
- Samtec, Incorporated Retirement Plan (IN) $512M · 2,112
- Kilpatrick Townsend & Stockton LLP Retirement Savings Plan (GA) $512M · 806
Frequently Asked Questions
How did Ion Group 401(k) Plan assets move in 2023? ▼
How have Ion Trading, Inc. plan assets changed over time? ▼
Where does Ion Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ion Group 401(k) Plan? ▼
Next read for Ion Group 401(k) Plan
Scale reading
Ways to act on Ion Group 401(k) Plan's numbers.
- By total assets, Ion Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Ion Trading, Inc.'s sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans