401(k) · DOL Form 5500 · 2024

Mutual Trading Company, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
707
Participants Below avg headcount
82nd
Percentile by assets National rank
$59,930
Avg per participant Low balance/head
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Official DOL plan name: Mtc Retirement Plan · Sponsored by Mutual Trading Company, Inc. · California · Wholesale Trade

$42M in assets, 707 participants

Mutual Trading Company, Inc.'s Mtc Retirement Plan reported $42M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,018 in Wholesale Trade (6,080 peers)

Where Mtc Retirement Plan sits by assets

Mtc Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 707 participants (~$59,930/participant), up 20.9% in 2024.

#5,018
in Wholesale Trade (6,080 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mtc Retirement Plan's outsized position by total assets

Mtc Retirement Plan vs every filed plan by assets

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

$42,370,588 Top 18% higher than 82% 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

Mtc 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. Mtc Retirement Plan sits mid-pack in the medium band (707 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mtc Retirement Plan reported participants rose from 544 in the plan year 2023 filing to 707 in the plan year 2024 filing.
  • Mtc Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Mtc Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951034280 · Mutual Trading Company, Inc. PY 2024 · 401(k)

Mtc Retirement Plan · $42M · 707 · 82nd

  • 5500 $42M
  • 5500 707
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Lcor Incorporated Savings Plan
  • 5500 ind #5018

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 →

Mtc Retirement Plan in the asset neighbourhood

Cna National Warranty Corporation 401(k) PlanCna National Warranty Corpor…$42MGranite Vna, Inc. 401(k) Plan$42MMtc Retirement Plan$42MLcor Incorporated Savings PlanLcor Incorporated Savings Pl…$42MSheet Metal Workers Local Union No. 263 Retirement Savings PlanSheet Metal Workers Local Un…$42M
End-of-year total assets ($M) among Mtc 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)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN951034280
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual Trading Company, Inc.)

Sponsor-wide plan assets over time

All Mutual Trading Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 49.911252142804244% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $42.4M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 533 $28M
2023 1 544 $35M
2024 1 707 $42M

Nearby 401(k) Plans in California

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

Mtc Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mtc Retirement Plan, Total assets ($B): 0.042370588 · Participants: 707Mtc Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mtc Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mtc Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Lcor Incorporated Savings Plan in PA ($42M); by covered participants it is New Directions Behavioral Health 401(k) Profit Sharing Plan and Trust in KS (707 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (707 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 Mtc Retirement Plan assets move in 2024? ▼
Mtc Retirement Plan grew sharply - up 20.9% during 2024, from $35M to $42M. Reported net income was $7M.
How have Mutual Trading Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual Trading Company, Inc.'s sponsor-wide assets grew 49.9%, from $28M to $42M.
Where does Mtc Retirement Plan rank by assets among Form 5500 filers? ▼
Mtc Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mtc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lcor Incorporated Savings Plan in PA ($42M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Mtc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Directions Behavioral Health 401(k) Profit Sharing Plan and Trust in KS (707 participants, $76M 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 951034280.

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.