ESOP · DOL Form 5500 · 2024

Via Trading Corporation ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
52
Participants Small participant base
68th
Percentile by assets National rank
$335,541
Avg per participant High balance/head
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Official DOL plan name: Via Trading Corporation Employee Stock Ownership Plan · Sponsored by Via Trading Corporation · California · Wholesale Trade

$17M in assets, 52 participants

Via Trading Corporation's Via Trading Corporation Employee Stock Ownership Plan reported $17M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,779 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Via Trading Corporation Employee Stock Ownership Plan holds $17M for 52 participants - about $335,541 per participant, above the median plan by assets.

#3,779
in Wholesale Trade (6,080 peers)
-5.9%
assets change YoY

Via Trading Corporation Employee Stock Ownership Plan's outsized position by total assets

Via Trading Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$17,448,156 Top 32% higher than 68% 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

Via Trading Corporation Employee Stock Ownership 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. Via Trading Corporation Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Via Trading Corporation Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Via Trading Corporation Employee Stock Ownership Plan reported participants rose from 46 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • Via Trading Corporation Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421546941 · Via Trading Corporation PY 2024 · ESOP

Via Trading Corporation Employee Stock Ownership Plan · $17M · 52 · 68th

  • RANK $17M
  • PHOTO 52
  • IND 68th
  • EOY ESOP
  • 5500 near Piece Management, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3779

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 What is an ESOP? → · Plans in California →

Via Trading Corporation Employee Stock Ownership Plan in the asset neighbourhood

Piece Management, Inc. Employee Stock Ownership PlanPiece Management, Inc. Emplo…$17MMargaretville Telephone Co., Inc. Employee Stock Ownership PlanMargaretville Telephone Co.,…$17MVia Trading Corporation Employee Stock Ownership PlanVia Trading Corporation Empl…$17MForte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc. Empl…$17MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$17M
End-of-year total assets ($M) among Via Trading Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)-$2M
Net Income$2M
Employer EIN421546941
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Via Trading Corporation)

Sponsor-wide plan assets over time

All Via Trading Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 5.484702043747829% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.5M $17.5M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 42 $17M
2023 1 46 $19M
2024 1 52 $17M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Via Trading Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Via Trading Corporation Employee Stock Ownership Plan, Total assets ($B): 0.017448156 · Participants: 52Via Trading Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Via Trading Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Via Trading Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Via Trading Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Piece Management, Inc. Employee Stock Ownership Plan in NY ($17M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Via Trading Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Via Trading Corporation Employee Stock Ownership Plan pulled back noticeably - down 5.9% during 2024, from $19M to $17M. Reported net income was $2M.
How have Via Trading Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Via Trading Corporation's sponsor-wide assets grew 5.5%, from $17M to $17M.
Which ESOP plans are similar in size to Via Trading Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Piece Management, Inc. Employee Stock Ownership Plan in NY ($17M, 238 participants).
Which ESOP plans cover a similar participant headcount to Via Trading Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K 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 421546941.

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.