401(k) · DOL Form 5500 · 2024
Trace3, LLC 401(k) Plan
Data updated 2026-07-24
- $173M
- Total assets
- 1,258
- Participants
- 94th
- Percentile by assets
- $137,750
- Avg per participant
Official DOL plan name: Trace3 401(k) Plan · Sponsored by Trace3, LLC · California · Wholesale Trade
$173M in assets, 1,258 participants
Trace3, LLC's Trace3 401(k) Plan reported $173M in total assets and 1,258 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
Where Trace3 401(k) Plan sits by assets
Trace3 401(k) Plan sits in the top 10% of all filed plans by assets, $173M for 1,258 participants (~$137,750/participant), up 21.5% in 2024.
- $173M
- total plan assets (2024 EOY)
- 1,258
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $137,750
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trace3 401(k) Plan end-of-year assets rose from $143M in the plan year 2023 filing to $173M in the plan year 2024 filing.
- Trace3 401(k) Plan reported net income fell from $32M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Trace3 401(k) Plan reported participants rose from 1,245 in the plan year 2023 filing to 1,258 in the plan year 2024 filing.
Trace3 401(k) Plan vs the 2024 asset distribution
By assets, Trace3 401(k) Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | $31M |
| Employer EIN | 954876514 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trace3, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,034 | $111M |
| 2023 | 1 | 1,245 | $143M |
| 2024 | 1 | 1,258 | $173M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Trace3 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Trace3 401(k) Plan by total assets, not by location.
- Rumpke 401(k) Retirement Plan (OH) $173M · 3,531
- Provider Care Group Safe Harbor 401(k) Plan (TN) $173M · 1,085
- T-Systems North America, Inc. 401(k) Retirement Plan (IL) $173M · 209
- Belfor Group 401(k) Plan (MI) $173M · 1,767
Frequently Asked Questions
How did Trace3 401(k) Plan assets move in 2024? ▼
How have Trace3, LLC plan assets changed over time? ▼
Where does Trace3 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Trace3 401(k) Plan? ▼
Next read for Trace3 401(k) Plan
Scale reading
Ways to act on Trace3 401(k) Plan's numbers.
- By total assets, Trace3 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Trace3, LLC's sponsor-wide assets have grown 56.7% since 2022 across 3 plan years on file. More Wholesale Trade plans
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 954876514.
Read our methodology - how this data is sourced, computed, and verified.