401(k) · DOL Form 5500 · 2024
Ion Trading, Inc. 401(k) Plan
Data updated 2026-08-11
- $565M
- Total assets
- 1,354
- Participants
- 97th
- Percentile by assets
- $417,592
- Avg per participant
Official DOL plan name: Ion Group 401(k) Plan · Sponsored by Ion Trading, Inc. · New York · Professional & Technical Services
$565M in assets, 1,354 participants
Ion Trading, Inc.'s Ion Group 401(k) Plan reported $565M in total assets and 1,354 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #19,815 in Professional & Technical Services (20,173 peers)
Where Ion Group 401(k) Plan sits by assets
Ion Group 401(k) Plan sits in the top 5% of all filed plans by assets, $565M for 1,354 participants (~$417,592/participant), up 10.3% in 2024.
- $565M
- total plan assets (2024 EOY)
- 1,354
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $417,592
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ion Group 401(k) Plan reported net income fell from $72M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Ion Group 401(k) Plan end-of-year assets rose from $512M in the plan year 2023 filing to $565M in the plan year 2024 filing.
- Ion Group 401(k) Plan reported participants rose from 1,231 in the plan year 2023 filing to 1,354 in the plan year 2024 filing.
Ion Group 401(k) Plan vs the 2024 asset distribution
By assets, Ion Group 401(k) Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $512M |
|---|---|
| Net Assets (End of Year) | $565M |
| Net Income | $53M |
| Employer EIN | 363080374 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ion Trading, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,273 | $425M |
| 2023 | 1 | 1,231 | $512M |
| 2024 | 1 | 1,354 | $565M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ion Group 401(k) Plan by total assets, not by location.
- Pacific Dental Services, LLC 401(k) Plan (CA) $565M · 13,344
- 401(k) Plan for the Washington Post and Companies (WA) $566M · 2,187
- Uofl Health 401(k) Plan (KY) $566M · 10,926
- Gpi Hourly Savings Plan (GA) $566M · 6,004
Frequently Asked Questions
How did Ion Group 401(k) Plan assets move in 2024? ▼
How have Ion Trading, Inc. plan assets changed over time? ▼
Where does Ion Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ion Group 401(k) Plan? ▼
Next read for Ion Group 401(k) Plan
Scale reading
Ways to act on Ion Group 401(k) Plan's numbers.
- By total assets, Ion Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Ion Trading, Inc.'s sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans