401(k) · DOL Form 5500 · 2022
Canaccord Genuity LLC 401(k) Plan
Data updated 2026-08-11
- $77M
- Total assets
- 339
- Participants
- 91st
- Percentile by assets
- $227,162
- Avg per participant
Official DOL plan name: Canaccord Genuity LLC 401(k) Plan · Sponsored by Canaccord Genuity LLC · New York · Finance & Insurance
$77M in assets, 339 participants
Canaccord Genuity LLC's Canaccord Genuity LLC 401(k) Plan reported $77M in total assets and 339 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #7,944 in Finance & Insurance (9,261 peers)
Coverage in New York
Canaccord Genuity LLC 401(k) Plan covers 339 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $77M.
- $77M
- total plan assets (2022 EOY)
- 339
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $227,162
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Canaccord Genuity LLC 401(k) Plan reports 339 participants - about 42% of that state average ($77M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | -$13M |
| Employer EIN | 200779566 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Canaccord Genuity LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 339 | $77M |
| 2023 | 1 | 414 | $96M |
| 2024 | 1 | 384 | $111M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Canaccord Genuity LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Canaccord Genuity LLC 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Where does Canaccord Genuity LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Canaccord Genuity LLC 401(k) Plan
Filing takeaways
Ways to act on Canaccord Genuity LLC 401(k) Plan's numbers.
- By total assets, Canaccord Genuity LLC 401(k) 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
- Canaccord Genuity LLC's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Finance & Insurance plans