401(k) · DOL Form 5500 · 2022
Penserra Securities LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $133,395
- Avg per participant Near avg balance/head
Official DOL plan name: Penserra Securities LLC 401(k) Plan and Trust · Sponsored by Penserra Securities LLC · California · Finance & Insurance
$8M in assets, 60 participants
Penserra Securities LLC's Penserra Securities LLC 401(k) Plan and Trust reported $8M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #4,032 in Finance & Insurance (9,261 peers)
2022 asset change
Penserra Securities LLC 401(k) Plan and Trust pulled back noticeably 10.3% in 2022 ($9M → $8M) for 60 participants.
- #4,032
- in Finance & Insurance (9,261 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $918K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penserra Securities LLC 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Penserra Securities LLC 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,003,683 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Penserra Securities LLC 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penserra Securities LLC 401(k) Plan and Trust is a small filing (60 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 260721935 · Penserra Securities LLC PY 2022 · 401(k)
Penserra Securities LLC 401(k) Plan and Trust · $8M · 60 · 60th
- TYPE $8M
- NET 60
- BOOK 60th
- VS-ST 401(k)
- BOY near Information and Infrastructure Technologies, Inc. 401(k) Plan
- SCH ind #4032
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 California →
Penserra Securities LLC 401(k) Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$918K |
| Employer EIN | 260721935 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Penserra Securities LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Information and Infrastructure Technologies, Inc. 401(k) Plan in VA ($8M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Matson Money, Inc. Savings and Retirement Plan (OH) 60 · 0 off
- Bill Gillespie Electric, Inc. (PA) 60 · 0 off
- Visual Systems Group, Inc. 401(k) Savings Plan (VA) 60 · 0 off
- Savant Learning Systems, Inc. 401(k) Plan (TN) 60 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.