401(k) · DOL Form 5500 · 2024

Tradestation Group, Inc. 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
500
Participants
90th
Percentile by assets
$179,775
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$90M
total plan assets (2024 EOY)
500
covered participants
90th
percentile by assets (of 123,622 plans)
$179,775
avg assets per participant

Where Tradestation Group, Inc. Employee Savings Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Florida
Industry
Finance & Insurance

Tradestation Group, Inc. Employee Savings Retirement Plan vs the 2024 asset distribution

By assets, Tradestation Group, Inc. Employee Savings Retirement Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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.)

$40M$60M$80M$100M 202220232024 $54M $89.9M ▲ +66.3%
Total plan assets by year, all Tradestation Group, Inc. plans on file
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

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, …L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Tradestation Group, Inc. Employee Savings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tradestation Group, Inc. Employee Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tradestation Group, Inc. Employee Savings Retirement Plan by total assets, not by location.

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).

Next read for Tradestation Group, Inc. Employee Saving…

Scale reading

Ways to act on Tradestation Group, Inc. Employee Savings Retirement Plan's numbers.

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.