401(k) · DOL Form 5500 · 2023

Advance Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
96
Participants Small participant base
90th
Percentile by assets National rank
$891,460
Avg per participant High balance/head
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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.

  • #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.

#7,538
in Finance & Insurance (8,869 peers)
-3.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Advance Trading, Inc. 401(k) Plan and ESOP's outsized position by total assets

Advance Trading, Inc. 401(k) Plan and ESOP vs every filed plan by assets

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

$85,580,155 Top 10% higher than 90% 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

Advance Trading, Inc. 401(k) Plan and ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advance Trading, Inc. 401(k) Plan and ESOP is a small filing (96 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371117051 · Advance Trading, Inc. PY 2023 · 401(k)

Advance Trading, Inc. 401(k) Plan and ESOP · $86M · 96 · 90th

  • TYPE $86M
  • NET 96
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Group Voyagers, Inc. Employees' 401(k) Plan
  • SCH ind #7538

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 Illinois →

Advance Trading, Inc. 401(k) Plan and ESOP in the asset neighbourhood

Project Management Institute Employee Savings PlanProject Management Institute…$86MThe Finish Line, Inc. Profit Sharing and 401(k) PlanThe Finish Line, Inc. Profit…$86MAdvance Trading, Inc. 401(k) Plan and ESOPAdvance Trading, Inc. 401(k)…$86MGroup Voyagers, Inc. Employees' 401(k) PlanGroup Voyagers, Inc. Employe…$86MQuincy Mutual Fire Insurance Company 401(k) Profit Sharing Plan and TrustQuincy Mutual Fire Insurance…$86M
End-of-year total assets ($M) among Advance Trading, Inc. 401(k) Plan and ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$86M
Net Income-$3M
Employer EIN371117051
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advance Trading, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$98M 11.370724994651988% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $88.3M $98.3M ▲ +11.4%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Advance Trading, Inc. 401(k) Plan and ESOP, Total assets ($B): 0.085580155 · Participants: 96Advance Trading, Inc. 401(k) Plan and ESOPAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Advance Trading, Inc. 401(k) Plan and ESOP vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Advance Trading, Inc. 401(k) Plan and ESOP side-by-side with 3 peers →

Advance Trading, Inc. 401(k) Plan and ESOP's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Group Voyagers, Inc. Employees' 401(k) Plan in CO ($86M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Advance Trading, Inc. 401(k) Plan and ESOP assets move in 2023? ▼
Advance Trading, Inc. 401(k) Plan and ESOP edged down modestly - down 3.1% during 2023, from $88M to $86M. Reported net income was -$3M.
How have Advance Trading, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advance Trading, Inc.'s sponsor-wide assets grew 11.4%, from $88M to $98M.
Where does Advance Trading, Inc. 401(k) Plan and ESOP rank by assets among Form 5500 filers? ▼
Advance Trading, Inc. 401(k) Plan and ESOP ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Advance Trading, Inc. 401(k) Plan and ESOP? ▼
Among 401(k) plans in other states, the closest by assets is Group Voyagers, Inc. Employees' 401(k) Plan in CO ($86M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Advance Trading, Inc. 401(k) Plan and ESOP? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M 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 371117051.

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.