401(k) · DOL Form 5500 · 2024

The Trade Group, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
161
Participants Small participant base
66th
Percentile by assets National rank
$101,129
Avg per participant Below avg balance/head
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Official DOL plan name: The Trade Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Trade Group, Inc. · Texas · Administrative & Support Services

$16M in assets, 161 participants

The Trade Group, Inc.'s The Trade Group, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,574 in Administrative & Support Services (4,368 peers)

Coverage in Texas

The Trade Group, Inc. 401(k) Profit Sharing Plan covers 161 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#3,574
in Administrative & Support Services (4,368 peers)
+17.3%
assets growth YoY

The Trade Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

The Trade Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,281,845 Top 34% higher than 66% 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

The Trade Group, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Trade Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Trade Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Trade Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • The Trade Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 141 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752186454 · The Trade Group, Inc. PY 2024 · 401(k)

The Trade Group, Inc. 401(k) Profit Sharing Plan · $16M · 161 · 66th

  • VS-ST $16M
  • VS-ST 161
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near Gordon US, LLC 401(k) Profit Sharing Plan
  • VS-ST ind #3574

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 Administrative & Support Services retirement plans → · Plans in Texas →

The Trade Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Trade Group, Inc. 401(k) Profit Sharing PlanThe Trade Group, Inc. 401(k)…$16MGordon US, LLC 401(k) Profit Sharing PlanGordon US, LLC 401(k) Profit…$16MConnections Employer Solutions LLC 401(k) PlanConnections Employer Solutio…$16MLouisiana Sugar Refining, LLC 401(k) Savings PlanLouisiana Sugar Refining, LL…$16MLumivero, LLC 401(k) Retirement PlanLumivero, LLC 401(k) Retirem…$16M
End-of-year total assets ($M) among The Trade Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN752186454
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Trade Group, Inc.)

Sponsor-wide plan assets over time

All The Trade Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 55.80891837992398% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.5M $16.3M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 88 $10M
2023 1 141 $14M
2024 1 161 $16M

Nearby 401(k) Plans in Texas

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

The Trade Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Trade Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016281845 · Participants: 161The Trade Group, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Trade Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

The Trade Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gordon US, LLC 401(k) Profit Sharing Plan in VA ($16M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 The Trade Group, Inc. 401(k) Profit Sharing Plan assets move in 2024?
The Trade Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.3% during 2024, from $14M to $16M. Reported net income was $2M.
How have The Trade Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Trade Group, Inc.'s sponsor-wide assets grew 55.8%, from $10M to $16M.
Which 401(k) plans are similar in size to The Trade Group, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Gordon US, LLC 401(k) Profit Sharing Plan in VA ($16M, 97 participants).
Which 401(k) plans cover a similar participant headcount to The Trade Group, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M in assets).