401(k) · DOL Form 5500 · 2023
Advance Trading, Inc. 401(k) Plan
Data updated 2026-08-11
- $86M
- Total assets
- 96
- Participants
- 90th
- Percentile by assets
- $891,460
- Avg per participant
Official DOL plan name: Advance Trading, Inc. 401(k) Plan and ESOP · Sponsored by Advance Trading, Inc. · Illinois · Finance & Insurance
$86M in assets, 96 participants
Advance Trading, Inc.'s Advance Trading, Inc. 401(k) Plan and ESOP reported $86M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #7,538 in Finance & Insurance (8,869 peers)
Where Advance Trading, Inc. 401(k) Plan and ESOP sits by assets
Advance Trading, Inc. 401(k) Plan and ESOP sits in the top 10% of all filed plans by assets, $86M for 96 participants (~$891,460/participant), down 3.1% in 2023.
- $86M
- total plan assets (2023 EOY)
- 96
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $891,460
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advance Trading, Inc. 401(k) Plan and ESOP reported net income rose from -$8M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Advance Trading, Inc. 401(k) Plan and ESOP reported participants fell from 107 in the plan year 2022 filing to 96 in the plan year 2023 filing.
- Advance Trading, Inc. 401(k) Plan and ESOP end-of-year assets fell from $88M in the plan year 2022 filing to $86M in the plan year 2023 filing.
Advance Trading, Inc. 401(k) Plan and ESOP vs the 2023 asset distribution
By assets, Advance Trading, Inc. 401(k) Plan and ESOP outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$3M |
| Employer EIN | 371117051 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advance Trading, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $88M |
| 2023 | 1 | 96 | $86M |
| 2024 | 1 | 84 | $98M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Advance Trading, Inc. 401(k) Plan and ESOP vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Advance Trading, Inc. 401(k) Plan and ESOP by total assets, not by location.
Frequently Asked Questions
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Ways to act on Advance Trading, Inc. 401(k) Plan and ESOP's numbers.
- By total assets, Advance Trading, Inc. 401(k) Plan and ESOP 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 Illinois. Compare plans
- Advance Trading, Inc.'s sponsor-wide assets have grown 11.4% since 2022 across 3 plan years on file. More Finance & Insurance plans