401(k) · DOL Form 5500 · 2022

Daiwa Capital Markets America Inc. 401(k) Plan

Data updated 2026-08-11

$138M
Total assets
313
Participants
94th
Percentile by assets
$441,590
Avg per participant
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Official DOL plan name: Daiwa Capital Markets America Inc. Retirement Investment Plan · Sponsored by Daiwa Capital Markets America Inc. · New York · Finance & Insurance

$138M in assets, 313 participants

Daiwa Capital Markets America Inc.'s Daiwa Capital Markets America Inc. Retirement Investment Plan reported $138M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #8,390 in Finance & Insurance (9,261 peers)

Coverage in New York

Daiwa Capital Markets America Inc. Retirement Investment Plan covers 313 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $138M.

$138M
total plan assets (2022 EOY)
313
covered participants
94th
percentile by assets (of 139,126 plans)
$441,590
avg assets per participant

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Daiwa Capital Markets America Inc. Retirement Investment Plan reports 313 participants - about 39% of that state average ($138M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$138M
Net Income-$21M
Employer EIN135680329
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daiwa Capital Markets America Inc.)

$130M$140M$150M$160M 202220232024 $138M $155M ▲ +12.2%
Total plan assets by year, all Daiwa Capital Markets America Inc. plans on file
Year Plans Participants Total Assets
2022 1 313 $138M
2023 1 315 $149M
2024 1 299 $155M

Nearby 401(k) Plans in New York

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

Daiwa Capital Markets America Inc. Retirement Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

Daiwa Capital Markets America Inc. Retirement Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Daiwa Capital Market…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Daiwa Capital Markets America Inc. Retirement Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Daiwa Capital Markets America Inc. Retirement Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Daiwa Capital Markets America Inc. Retirement Investment Plan assets move in 2022?
Daiwa Capital Markets America Inc. Retirement Investment Plan pulled back noticeably - down 13.4% during 2022, from $160M to $138M. Reported net income was -$21M.
How have Daiwa Capital Markets America Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Daiwa Capital Markets America Inc.'s sponsor-wide assets grew 12.2%, from $138M to $155M.
Where does Daiwa Capital Markets America Inc. Retirement Investment Plan rank by assets among Form 5500 filers?
Daiwa Capital Markets America Inc. Retirement Investment Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Daiwa Capital Markets America Inc. Retirement Investment Plan?
Among 401(k) plans in other states, the closest by assets is Vse Corporation 401(k) Plan in VA ($138M, 2,362 participants).

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Filing takeaways

Ways to act on Daiwa Capital Markets America Inc. Retirement Investment Plan's numbers.

  • By total assets, Daiwa Capital Markets America Inc. Retirement Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Daiwa Capital Markets America Inc.'s sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Finance & Insurance plans