401(k) · DOL Form 5500 · 2024
Trace3, LLC 401(k) Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 1,258
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $137,750
- Avg per participant Near avg balance/head
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.
- #5,781 in Wholesale Trade (6,080 peers)
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.
- #5,781
- in Wholesale Trade (6,080 peers)
- +21.5%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Trace3 401(k) Plan's outsized position by total assets
Trace3 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$173,288,995 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Trace3 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. Trace3 401(k) Plan lands in the large band (1,258 participants).
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.
Published 5500 schedule card
Filing strip 954876514 · Trace3, LLC PY 2024 · 401(k)
Trace3 401(k) Plan · $173M · 1,258 · 94th
- NET $173M
- BOOK 1,258
- VS-ST 94th
- BOY 401(k)
- SCH near Rumpke 401(k) Retirement Plan
- EBSA ind #5781
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 Wholesale Trade retirement plans → · Plans in California →
Trace3 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trace3, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $173M 56.66492142493056% vs 2022
- 2024 filing year
| 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.
- 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
Trace3 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Rumpke 401(k) Retirement Plan in OH ($173M); by covered participants it is Supreme Cabinetry Brands Retirement Savings Plan in MN (1,258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,258 participants); asset peers above are excluded.
- Supreme Cabinetry Brands Retirement Savings Plan (MN) 1,258 · 0 off
- The Colson Medical LLC Employees' Retirement Plan (IL) 1,258 · 0 off
- Acrt Services, Inc. 401(k) Plan (OH) 1,258 · 0 off
- Piazza Management Company 401(k) Plan (PA) 1,258 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.