401(k) · DOL Form 5500 · 2024

Viewtrade Securities, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
62
Participants Small participant base
65th
Percentile by assets National rank
$253,256
Avg per participant Above avg balance/head
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Official DOL plan name: Viewtrade Holding Corp. Employee Retirement Plan · Sponsored by Viewtrade Securities, Inc. · Florida · Finance & Insurance

$16M in assets, 62 participants

Viewtrade Securities, Inc.'s Viewtrade Holding Corp. Employee Retirement Plan reported $16M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,228 in Finance & Insurance (8,549 peers)

Viewtrade Securities, Inc. multi-year trail

Viewtrade Securities, Inc.'s plans moved +66.2% in assets from 2022 to 2024; this filing shows Viewtrade Holding Corp. Employee Retirement Plan at $16M / 62 participants.

#4,228
in Finance & Insurance (8,549 peers)
+28.4%
assets growth YoY

Viewtrade Holding Corp. Employee Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Viewtrade Holding Corp. Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,701,873 Top 35% higher than 65% of 123,620 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 2024

Viewtrade Holding Corp. Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Viewtrade Holding Corp. Employee Retirement Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Viewtrade Holding Corp. Employee Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Viewtrade Holding Corp. Employee Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Viewtrade Holding Corp. Employee Retirement Plan reported participants fell from 66 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134122207 · Viewtrade Securities, Inc. PY 2024 · 401(k)

Viewtrade Holding Corp. Employee Retirement Plan · $16M · 62 · 65th

  • EOY $16M
  • EOY 62
  • EOY 65th
  • EOY 401(k)
  • EOY near Western Pacific Building Materials, Inc. Salary Savings Plan
  • EOY ind #4228

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 Florida →

Viewtrade Holding Corp. Employee Retirement Plan in the asset neighbourhood

Viewtrade Holding Corp. Employee Retirement PlanViewtrade Holding Corp. Empl…$16MWestern Pacific Building Materials, Inc. Salary Savings PlanWestern Pacific Building Mat…$16MSouth Georgia Pecan Company, Inc. 401(k) Profit Sharing PlanSouth Georgia Pecan Company,…$16MPra Events, Inc. 401(k) Plan$16MLloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanLloyd, Gray, Whitehead & Mon…$16M
End-of-year total assets ($M) among Viewtrade Holding Corp. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Viewtrade Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Viewtrade Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 66.24869108007466% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.44M $15.7M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 56 $9M
2023 1 66 $12M
2024 1 62 $16M

Viewtrade Securities, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN134122207
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Viewtrade Holding Corp. Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Viewtrade Holding Corp. Employee Retirement Plan, Total assets ($B): 0.015701873 · Participants: 62Viewtrade Holding Corp. Employee Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Viewtrade Holding Corp. Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Viewtrade Holding Corp. Employee Retirement Plan side-by-side with 3 peers →

Viewtrade Holding Corp. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Western Pacific Building Materials, Inc. Salary Savings Plan in WA ($16M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Viewtrade Holding Corp. Employee Retirement Plan assets move in 2024? ▼
Viewtrade Holding Corp. Employee Retirement Plan grew sharply - up 28.4% during 2024, from $12M to $16M. Reported net income was $3M.
How have Viewtrade Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Viewtrade Securities, Inc.'s sponsor-wide assets grew 66.2%, from $9M to $16M.
Which 401(k) plans are similar in size to Viewtrade Holding Corp. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Pacific Building Materials, Inc. Salary Savings Plan in WA ($16M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Viewtrade Holding Corp. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134122207.

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.