401(k) · DOL Form 5500 · 2024

Tradestation Group, Inc. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
500
Participants Below avg headcount
90th
Percentile by assets National rank
$179,775
Avg per participant Above avg balance/head
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Official DOL plan name: Tradestation Group, Inc. Employee Savings Retirement Plan · Sponsored by Tradestation Group, Inc. · Florida · Finance & Insurance

$90M in assets, 500 participants

Tradestation Group, Inc.'s Tradestation Group, Inc. Employee Savings Retirement Plan reported $90M in total assets and 500 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,173 in Finance & Insurance (8,549 peers)

Where Tradestation Group, Inc. Employee Savings Retirement Plan sits by assets

Tradestation Group, Inc. Employee Savings Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 500 participants (~$179,775/participant), up 29.6% in 2024.

#7,173
in Finance & Insurance (8,549 peers)
+29.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Tradestation Group, Inc. Employee Savings Retirement Plan's outsized position by total assets

Tradestation Group, Inc. Employee Savings Retirement Plan vs every filed plan by assets

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

$89,887,669 Top 10% higher than 90% 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

Tradestation Group, Inc. Employee Savings Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tradestation Group, Inc. Employee Savings Retirement Plan sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tradestation Group, Inc. Employee Savings Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Tradestation Group, Inc. Employee Savings Retirement Plan end-of-year assets rose from $69M in the plan year 2023 filing to $90M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650977576 · Tradestation Group, Inc. PY 2024 · 401(k)

Tradestation Group, Inc. Employee Savings Retirement Plan · $90M · 500 · 90th

  • RANK $90M
  • RANK 500
  • RANK 90th
  • RANK 401(k)
  • RANK near Ttai 401(k) Plan
  • RANK ind #7173

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 Finance & Insurance retirement plans → · Plans in Florida →

Tradestation Group, Inc. Employee Savings Retirement Plan in the asset neighbourhood

Ttai 401(k) Plan$90MTradestation Group, Inc. Employee Savings Retirement PlanTradestation Group, Inc. Emp…$90MThe Middle River Aerostructure Systems Salaried Savings PlanThe Middle River Aerostructu…$90MTeamsters Tforce Freight 401(k) PlanTeamsters Tforce Freight 401…$90MSurvice Engineering Company 401(k) Profit Sharing PlanSurvice Engineering Company …$90M
End-of-year total assets ($M) among Tradestation Group, Inc. Employee Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$90M
Net Income$21M
Employer EIN650977576
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tradestation Group, Inc.)

Sponsor-wide plan assets over time

All Tradestation Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 66.32525344303498% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $54M $89.9M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 458 $54M
2023 1 502 $69M
2024 1 500 $90M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tradestation Group, Inc. Employee Savings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Tradestation Group, Inc. Employee Savings Retirement Plan, Total assets ($B): 0.089887669 · Participants: 500Tradestation Group, Inc. Employee Savings Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Tradestation Group, Inc. Employee Savings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tradestation Group, Inc. Employee Savings Retirement Plan side-by-side with 3 peers →

Tradestation Group, Inc. Employee Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ttai 401(k) Plan in KY ($90M); by covered participants it is Qualifacts Systems 401(k) Plan in TN (500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Tradestation Group, Inc. Employee Savings Retirement Plan assets move in 2024? ▼
Tradestation Group, Inc. Employee Savings Retirement Plan grew sharply - up 29.6% during 2024, from $69M to $90M. Reported net income was $21M.
How have Tradestation Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradestation Group, Inc.'s sponsor-wide assets grew 66.3%, from $54M to $90M.
Where does Tradestation Group, Inc. Employee Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Tradestation Group, Inc. Employee Savings Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tradestation Group, Inc. Employee Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ttai 401(k) Plan in KY ($90M, 3,134 participants).
Which 401(k) plans cover a similar participant headcount to Tradestation Group, Inc. Employee Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Qualifacts Systems 401(k) Plan in TN (500 participants, $33M 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 650977576.

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.