401(k) · DOL Form 5500 · 2023

Ion Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$512M
Total assets Above avg plan size
1,231
Participants Near avg headcount
97th
Percentile by assets National rank
$416,274
Avg per participant High balance/head
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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.

  • #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.

#19,966
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY
5.1×
vs typical plan assets (national mean)

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

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

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

$512,433,174 Top 3% higher than 97% 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

Ion Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ion Group 401(k) Plan lands in the large band (1,231 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363080374 · Ion Trading, Inc. PY 2023 · 401(k)

Ion Group 401(k) Plan · $512M · 1,231 · 97th

  • BOY $512M
  • BOY 1,231
  • BOY 97th
  • BOY 401(k)
  • BOY near Eide Bailly LLP 401(k) Profit Sharing Plan
  • BOY ind #19966

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 Professional & Technical Services retirement plans → · Plans in New York →

Ion Group 401(k) Plan in the asset neighbourhood

Eide Bailly LLP 401(k) Profit Sharing PlanEide Bailly LLP 401(k) Profi…$513MIon Group 401(k) Plan$512MSnell & Wilmer Profit Sharing and Savings PlanSnell & Wilmer Profit Sharin…$512MSamtec, Incorporated Retirement PlanSamtec, Incorporated Retirem…$512MKilpatrick Townsend & Stockton LLP Retirement Savings PlanKilpatrick Townsend & Stockt…$512M
End-of-year total assets ($M) among Ion 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)$425M
Net Assets (End of Year)$512M
Net Income$72M
Employer EIN363080374
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ion Trading, Inc.)

Sponsor-wide plan assets over time

All Ion Trading, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$565M 33.195693699659515% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $425M $565M ▲ +33.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ion Group 401(k) Plan, Total assets ($B): 0.512433174 · Participants: 1231Ion Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ion Group 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Eide Bailly LLP 401(k) Profit Sharing Plan in ND ($513M); by covered participants it is Sirva Employee Savings Plan and Trust - 401(k) Plan in IL (1,231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,231 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 Ion Group 401(k) Plan assets move in 2023? ▼
Ion Group 401(k) Plan grew sharply - up 20.7% during 2023, from $425M to $512M. Reported net income was $72M.
How have Ion Trading, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ion Trading, Inc.'s sponsor-wide assets grew 33.2%, from $425M to $565M.
Where does Ion Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Ion Group 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eide Bailly LLP 401(k) Profit Sharing Plan in ND ($513M, 2,920 participants).
Which 401(k) plans cover a similar participant headcount to Ion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sirva Employee Savings Plan and Trust - 401(k) Plan in IL (1,231 participants, $175M 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 363080374.

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.