401(k) · DOL Form 5500 · 2024

Ion Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$565M
Total assets Above avg plan size
1,354
Participants Near avg headcount
97th
Percentile by assets National rank
$417,592
Avg per participant High balance/head
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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.

  • #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.

#19,815
in Professional & Technical Services (20,173 peers)
+10.3%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Ion Group 401(k) Plan's outsized position by total assets

Ion Group 401(k) Plan vs every filed plan by assets

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

$565,419,031 Top 3% higher than 97% 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

Ion Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ion Group 401(k) Plan lands in the large band (1,354 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 363080374 · Ion Trading, Inc. PY 2024 · 401(k)

Ion Group 401(k) Plan · $565M · 1,354 · 97th

  • RANK $565M
  • RANK 1,354
  • RANK 97th
  • RANK 401(k)
  • RANK near Pacific Dental Services, LLC 401(k) Plan
  • RANK ind #19815

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 Professional & Technical Services retirement plans → · Plans in New York →

Ion Group 401(k) Plan in the asset neighbourhood

Gpi Hourly Savings Plan$566MUofl Health 401(k) Plan$566M401(k) Plan for the Washington Post and Companies401(k) Plan for the Washingt…$566MIon Group 401(k) Plan$565MPacific Dental Services, LLC 401(k) PlanPacific Dental Services, LLC…$565M
End-of-year total assets ($M) among Ion Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$512M
Net Assets (End of Year)$565M
Net Income$53M
Employer EIN363080374
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ion Trading, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$565M 33.195693699659515% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $425M $565M ▲ +33.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ion Group 401(k) Plan, Total assets ($B): 0.565419031 · Participants: 1354Ion Group 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Ion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ion Group 401(k) Plan side-by-side with 3 peers →

Ion Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pacific Dental Services, LLC 401(k) Plan in CA ($565M); by covered participants it is Scrs Association Retirement Savings Plan in WA (1,354 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($565M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,354 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 Ion Group 401(k) Plan assets move in 2024? ▼
Ion Group 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $512M to $565M. Reported net income was $53M.
How have Ion Trading, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ion Trading, Inc.'s sponsor-wide assets grew 33.2%, from $425M to $565M.
Where does Ion Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Ion Group 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Dental Services, LLC 401(k) Plan in CA ($565M, 13,344 participants).
Which 401(k) plans cover a similar participant headcount to Ion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scrs Association Retirement Savings Plan in WA (1,354 participants, $30M 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 363080374.

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.