Industry · Form 5500 business code 425120
Wholesale Trade Agents & Brokers: retirement plans
Plans whose sponsor entered this principal business activity code on Form 5500.
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. The business code is chosen by the filer from the list in the Form 5500 instructions.
46 retirement plans in wholesale trade agents & brokers with 100 or more participants filed Form 5500 for plan year 2024 (45 defined contribution, 1 defined benefit). All Form 5500 pension filers in the group reported 73,375 participant records and $2.13B in net assets.
The median defined contribution plan held $70,877 per participant, well above the national median of $53,031, and its employer put in $3,186 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $225 per participant against $123 nationally.
Employers contributed $55.1M and participants $120M during the year, and the plans paid out $253M in benefits.
In 2009 the same group numbered 18 plans with $196M; by 2024 it was 46 plans (up 156%) and $2.13B (up 989%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Medians compared with all US plans
| Median plan, plan year 2024 | Industry: DC | US: DC | Industry: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $70,877 | $53,031 | $10,438 | $86,234 |
| Employer contributions per active participant | $3,186 | $2,174 | $2,794 | $10,244 |
| Schedule C compensation per participant | $225 | $123 | — | $344 |
| Schedule C compensation, share of net assets | 0.34% | 0.26% | — | 0.42% |
| Administrative expenses per participant | $209 | $116 | $78.78 | $527 |
Medians across plans with 100 or more participants (41 DC and 1 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $42,039 | $70,877 | $101,799 | 41 |
| Employer contributions per active participant | $1,160 | $3,186 | $5,075 | 41 |
| Schedule C compensation per participant | $96.82 | $225 | $397 | 36 |
| Administrative expenses per participant | $80.45 | $209 | $357 | 39 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2024 | 46 | 73,375 | $2.13B | $55.1M | $120M | $70,877 | $225 |
| 2023 | 45 | 47,821 | $1.77B | $45.5M | $106M | $55,431 | $191 |
| 2022 | 48 | 42,429 | $1.58B | $41.2M | $99.4M | $41,882 | $213 |
| 2021 | 43 | 42,095 | $1.72B | $30.9M | $76.7M | $37,887 | $190 |
| 2020 | 36 | 40,261 | $1.52B | $25.5M | $68.1M | $40,888 | $164 |
| 2019 | 34 | 47,536 | $1.40B | $32.1M | $72.9M | $36,973 | $142 |
| 2018 | 32 | 44,640 | $1.15B | $34.2M | $77.6M | $31,870 | $133 |
| 2017 | 33 | 45,056 | $1.29B | $34.2M | $75.4M | $32,847 | $142 |
| 2016 | 31 | 43,015 | $1.12B | $31.8M | $71.6M | $35,290 | $102 |
| 2015 | 31 | 44,246 | $1.02B | $41.9M | $64.5M | $27,030 | $77.49 |
| 2014 | 24 | 48,168 | $960M | $23.3M | $59.0M | $32,353 | $40.71 |
| 2013 | 24 | 40,190 | $859M | $24.7M | $56.0M | $38,567 | $57.30 |
| 2012 | 21 | 35,656 | $701M | $21.1M | $48.9M | $34,012 | $104 |
| 2011 | 16 | 11,171 | $269M | $11.4M | $20.0M | $28,068 | $86.09 |
| 2010 | 18 | 10,869 | $231M | $8.7M | $16.8M | $20,223 | $60.26 |
| 2009 | 18 | 10,948 | $196M | $8.2M | $13.0M | $20,460 | $46.10 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 46 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 46 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Acosta, Inc. 401(k) Retirement Plan | Acosta, Inc. | FL | DC | 54,936 | $839M | $15,270 | $252 | $13.21 |
| Centric Brands 401(k) Plan | Centric Brands Holding LLC | NY | DC | 2,051 | $215M | $104,883 | $3,166 | $56.78 |
| Labatt Food Service Employees' Profit Sharing Plan | Labatt Food Service | TX | DC | 1,794 | $83.3M | $46,447 | $977 | $48.23 |
| P.l Marketing, Inc. Employee Stock Ownership Plan | P.L. Marketing, Inc. | KY | DC | 1,619 | $69.0M | $42,608 | $3,186 | — |
| S. T. a. R. 401(k) Plan | Master International Corporation | AZ | DC | 865 | $28.3M | $32,690 | $1,667 | $225 |
| Faire 401(k) Plan | Faire Wholesale, Inc. | CA | DC | 697 | $32.7M | $46,973 | $15 | $198 |
| Eurpac Service, Inc. Employee Stock Ownership Plan | Eurpac Service Incorporated | CT | DC | 575 | $91.3M | $158,869 | $9,391 | — |
| Forward Solutions 401(k) Plan | I&i Sales Group LLC DBA Forward Solutions | PA | DC | 566 | $40.1M | $70,877 | $3,222 | $87.35 |
| Presence Marketing, LLC Retirement Plan | Presence Marketing, LLC | IL | DC | 561 | $55.5M | $98,958 | $3,004 | $469 |
| Alliance Sales & Marketing 401(k) Plan | Alliance Sales & Marketing/nc, Inc. | NC | DC | 465 | $19.5M | $42,039 | — | $233 |
| Icon International, Inc. 401(k) Plan | Icon International, Inc. | CT | DC | 459 | $60.6M | $131,973 | $2,844 | $5.17 |
| New Carbon Company, LLC 401(k) Retirement Plan | New Carbon Company, LLC | PA | DC | 405 | $10.5M | $25,971 | $1,259 | $178 |
| Ca Carlin 401(k) Plan | Carlin Group Holdco | IL | DC | 399 | $17.4M | $43,500 | $788 | $99.98 |
| The Harvest Group 401(k) Plan | The Harvest Group, LLC. | AR | DC | 382 | $31.5M | $82,342 | $5,605 | $50.73 |
| Wincorp International, Inc. 401(k) Profit Sharing Plan and | Wincorp International, Inc. | FL | DC | 366 | $14.2M | $38,732 | $2,788 | $140 |
| BK Global, Inc. 401(k) Plan | BK Global, Inc. | TX | DC | 359 | $10.7M | $29,817 | — | $253 |
| Eco-Energy, LLC 401(k) Profit Sharing Plan and Trust | Eco-Energy, LLC | TN | DC | 297 | $24.3M | $81,794 | $3,310 | $294 |
| Dart Container Sales Company, LLC Employee Profit Sharing Plan | Dart Container Sales Company, LLC | FL | DC | 265 | $94.1M | $355,229 | $13,439 | $111 |
| Southern Glazer's Wine and Spirits of Massachusetts, LLC Employees' Trust | Southern Glazer's Wine and Spirits of Massachusetts, LLC | MA | DC | 258 | $69.9M | $271,029 | $6,950 | $862 |
| Team Direct Management 401(k) Profit Sharing Plan | Team Direct Management LLC | AR | DC | 245 | $25.0M | $101,950 | $5,816 | $556 |
| Adm Promotions USA, Inc. 401(k) Retirement Plan | Adm Promotions USA, Inc. | CT | DC | 239 | $15.2M | $63,798 | $1,365 | $245 |
| Carotek, Inc. 401(k) Profit Sharing Plan | Carotek, Inc. | NC | DC | 225 | $24.0M | $106,500 | $1,500 | $263 |
| Sol Systems 401(k) Plan | Sol Systems, LLC | DC | DC | 223 | $15.6M | $69,876 | $5,075 | $8.88 |
| Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan | Mercer-Zimmerman, Inc. | KS | DC | 221 | $19.1M | $86,566 | $3,787 | $528 |
| Trade-Pmr Inc. 401(k) Profit Sharing Plan and Trust | Trade-Pmr Inc. | FL | DC | 196 | $8.1M | $41,141 | $3,899 | — |
| Blue Raven Solutions LLC 401(k) Plan | Blue Raven Solutions, LLC | NJ | DC | 195 | $15.5M | $79,530 | $3,884 | $373 |
| Affinity Southeast 401(k) Plan | Affinity Southeast | NC | DC | 194 | $9.3M | $47,805 | $2,332 | $281 |
| Iw Technologies 401(k) Profit Sharing Plan and Trust | Iw Technologies | IL | DC | 184 | $10.3M | $55,736 | $997 | $217 |
| Exp Group LLC Cash Balance Plan | Exp Group LLC | NJ | DB | 165 | $1.7M | $10,438 | $2,794 | — |
| Exp Group LLC Profit Sharing Plan | Exp Group LLC | NJ | DC | 162 | $4.4M | $27,009 | $6,716 | — |
| Supplyforce 401(k) Plan | Supplyforce.com, LLC | PA | DC | 158 | $15.4M | $97,484 | $3,605 | $237 |
| Southern Glazer's Wine and Spirits of Massachusetts, LLC 401(k) Retirement Plan | Southern Glazer's Wine and Spirits of Massachusetts, LLC | MA | DC | 154 | $22.2M | $144,214 | $31 | $572 |
| Delta Enterprise Corp. Profit Sharing Plan II | Delta Enterprise Corp. | NY | DC | 150 | $412K | $2,745 | $387 | — |
| Vector Controls 401(k) Retirement Plan | Vector Controls, LLC | TX | DC | 149 | $11.7M | $78,429 | $3,352 | $205 |
| Golden Eagle Distributing Co. 401(k) Profit Sharing Plan & Trust | Golden Eagle Distributing Co. | MO | DC | 141 | $13.5M | $95,916 | $2,055 | $275 |
| Affinity Group 401(k) Plan | Affinity Group Central Region LLC DBA Affinity Group Central | NC | DC | 139 | $5.3M | $38,417 | $2,127 | $299 |
| Nawco Profit Sharing Plan | N.A. Williams Co. Inc. | GA | DC | 134 | $44.0M | $328,351 | $16,224 | $680 |
| Ipt 401(k) Retirement Plan | Integrated Procurement Technologies , Inc. | CA | DC | 133 | $13.5M | $101,799 | $3,938 | $506 |
| Agro Holdings 401(k) Plan | Agro Holdings | FL | DC | 131 | — | — | — | — |
| Byk-Gardner USA 401(k) Plan | Byk-Gardner USA | MD | DC | 128 | $24.4M | $190,268 | $7,037 | $39.59 |
By plan size
By state
Questions and answers
How many retirement plans are there in wholesale trade agents & brokers?
46 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 128 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in wholesale trade agents & brokers?
The median defined contribution plan reported $70,877 in net assets per participant (middle half of plans: $42,039 to $101,799); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in wholesale trade agents & brokers?
The median defined contribution plan received $3,186 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in wholesale trade agents & brokers?
Among defined contribution plans that report any Schedule C compensation, the median was $225 per participant and 0.34% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.