401(k) · DOL Form 5500 · 2022

Banyan Securities LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
7
Participants Small participant base
69th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Banyan Securities LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Banyan Securities LLC · California · Finance & Insurance

$12M in assets, 7 participants

Banyan Securities LLC's Banyan Securities LLC 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,872 in Finance & Insurance (9,261 peers)

2022 asset change

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust declined sharply 17.2% in 2022 ($15M → $12M) for 7 participants.

#4,872
in Finance & Insurance (9,261 peers)
-17.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,193,925 Top 31% higher than 69% of 139,123 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 2022

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banyan Securities LLC 401(k) Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 943257095 · Banyan Securities LLC PY 2022 · 401(k)

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust · $12M · 7 · 69th

  • TYPE $12M
  • NET 7
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near Westmoreland Mechanical Testing and Research Profit Sharing Plan
  • SCH ind #4872

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 →

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Nbs Retirement Readiness Plan$12MBanyan Securities LLC 401(k) Profit Sharing Plan and TrustBanyan Securities LLC 401(k)…$12MWestmoreland Mechanical Testing and Research Profit Sharing PlanWestmoreland Mechanical Test…$12MEmergency Physicians Professional Association, Ltd. 401(k) Profit Sharing PlanEmergency Physicians Profess…$12MBob Hall, Inc. 401(k) Profit Sharing PlanBob Hall, Inc. 401(k) Profit…$12M
End-of-year total assets ($M) among Banyan Securities LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Banyan Securities LLC years around the 2022 move

Sponsor-wide plan assets over time

All Banyan Securities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 0.7947400037313663% vs 2022
2024 filing year
$12M$12.2M$12.4M$12.6M$12.8M$13M 202220232024 $12.2M $12.1M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 7 $12M
2023 1 6 $13M
2024 1 6 $12M

2022 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN943257095
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Banyan Securities LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012193925 · Participants: 7Banyan Securities LLC 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Banyan Securities LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Banyan Securities LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Westmoreland Mechanical Testing and Research Profit Sharing Plan in PA ($12M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Banyan Securities LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Banyan Securities LLC 401(k) Profit Sharing Plan and Trust declined sharply - down 17.2% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Banyan Securities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banyan Securities LLC's sponsor-wide assets declined 0.8%, from $12M to $12M.
Which 401(k) plans are similar in size to Banyan Securities LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Westmoreland Mechanical Testing and Research Profit Sharing Plan in PA ($12M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Banyan Securities LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943257095.

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.