401(k) · DOL Form 5500 · 2024

Advance Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
84
Participants Small participant base
90th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Advance Trading, Inc. 401(k) Plan and ESOP · Sponsored by Advance Trading, Inc. · Illinois · Finance & Insurance

$98M in assets, 84 participants

Advance Trading, Inc.'s Advance Trading, Inc. 401(k) Plan and ESOP reported $98M in total assets and 84 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.

  • #7,259 in Finance & Insurance (8,549 peers)

Where Advance Trading, Inc. 401(k) Plan and ESOP sits by assets

Advance Trading, Inc. 401(k) Plan and ESOP sits in the top 10% of all filed plans by assets, $98M for 84 participants (~$1.2M/participant), up 14.9% in 2024.

#7,259
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Advance Trading, Inc. 401(k) Plan and ESOP's outsized position by total assets

Advance Trading, Inc. 401(k) Plan and ESOP vs every filed plan by assets

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

$98,313,394 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

Advance Trading, Inc. 401(k) Plan and ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advance Trading, Inc. 401(k) Plan and ESOP is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advance Trading, Inc. 401(k) Plan and ESOP reported net income rose from -$3M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Advance Trading, Inc. 401(k) Plan and ESOP end-of-year assets rose from $86M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Advance Trading, Inc. 401(k) Plan and ESOP reported participants fell from 96 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371117051 · Advance Trading, Inc. PY 2024 · 401(k)

Advance Trading, Inc. 401(k) Plan and ESOP · $98M · 84 · 90th

  • NET $98M
  • NET 84
  • NET 90th
  • NET 401(k)
  • NET near Integration Innovation, Inc. 401(k) and Profit Sharing Plan
  • NET ind #7259

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 Illinois →

Advance Trading, Inc. 401(k) Plan and ESOP in the asset neighbourhood

Integration Innovation, Inc. 401(k) and Profit Sharing PlanIntegration Innovation, Inc.…$98MKlx Energy Services 401(k) PlanKlx Energy Services 401(k) P…$98MAdvance Trading, Inc. 401(k) Plan and ESOPAdvance Trading, Inc. 401(k)…$98MAres Holding Corporation 401(k) PlanAres Holding Corporation 401…$98MDennis Group 401(k) Profit Sharing PlanDennis Group 401(k) Profit S…$98M
End-of-year total assets ($M) among Advance Trading, Inc. 401(k) Plan and ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$98M
Net Income$13M
Employer EIN371117051
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advance Trading, Inc.)

Sponsor-wide plan assets over time

All Advance Trading, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 11.370724994651988% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $88.3M $98.3M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 107 $88M
2023 1 96 $86M
2024 1 84 $98M

Nearby 401(k) Plans in Illinois

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

Advance Trading, Inc. 401(k) Plan and ESOP vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Advance Trading, Inc. 401(k) Plan and ESOP, Total assets ($B): 0.098313394 · Participants: 84Advance Trading, Inc. 401(k) Plan and ESOPAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Advance Trading, Inc. 401(k) Plan and ESOP vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Advance Trading, Inc. 401(k) Plan and ESOP side-by-side with 3 peers →

Advance Trading, Inc. 401(k) Plan and ESOP's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Integration Innovation, Inc. 401(k) and Profit Sharing Plan in AL ($98M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Advance Trading, Inc. 401(k) Plan and ESOP assets move in 2024? ▼
Advance Trading, Inc. 401(k) Plan and ESOP grew at a solid clip - up 14.9% during 2024, from $86M to $98M. Reported net income was $13M.
How have Advance Trading, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advance Trading, Inc.'s sponsor-wide assets grew 11.4%, from $88M to $98M.
Where does Advance Trading, Inc. 401(k) Plan and ESOP rank by assets among Form 5500 filers? ▼
Advance Trading, Inc. 401(k) Plan and ESOP 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 Advance Trading, Inc. 401(k) Plan and ESOP? ▼
Among 401(k) plans in other states, the closest by assets is Integration Innovation, Inc. 401(k) and Profit Sharing Plan in AL ($98M, 717 participants).
Which 401(k) plans cover a similar participant headcount to Advance Trading, Inc. 401(k) Plan and ESOP? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 participants, N/A 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 371117051.

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.