401(k) · DOL Form 5500 · 2022

Canaccord Genuity LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
339
Participants Below avg headcount
91st
Percentile by assets National rank
$227,162
Avg per participant Above avg balance/head
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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.

  • #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.

#7,944
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Canaccord Genuity LLC 401(k) Plan's outsized position by total assets

Canaccord Genuity LLC 401(k) Plan vs every filed plan by assets

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

$77,007,921 Top 9% higher than 91% 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

Canaccord Genuity LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Canaccord Genuity LLC 401(k) Plan sits mid-pack in the medium band (339 participants).

EBSA filing schedule strip

Filing strip 200779566 · Canaccord Genuity LLC PY 2022 · 401(k)

Canaccord Genuity LLC 401(k) Plan · $77M · 339 · 91st

  • EBSA $77M
  • PART 339
  • TYPE 91st
  • NET 401(k)
  • BOOK near Arvin Sango, Inc. & Subsidiaries Savings Plan
  • VS-ST ind #7944

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 New York →

Canaccord Genuity LLC 401(k) Plan in the asset neighbourhood

Andersen Construction Company 401(k) Profit Sharing Plan and TrustAndersen Construction Compan…$77MCanaccord Genuity LLC 401(k) PlanCanaccord Genuity LLC 401(k)…$77MArvin Sango, Inc. & Subsidiaries Savings PlanArvin Sango, Inc. & Subsidia…$77MHoltec International Profit Sharing Plan and TrustHoltec International Profit …$77MSullivan, Cotter and Associates, Inc. 401(k) PlanSullivan, Cotter and Associa…$77M
End-of-year total assets ($M) among Canaccord Genuity LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$77M
Net Income-$13M
Employer EIN200779566
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Canaccord Genuity LLC)

Sponsor-wide plan assets over time

All Canaccord Genuity LLC plans reported in each filing year

Latest sponsor-wide plan assets
$111M 43.55167437905511% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $77M $111M ▲ +43.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Canaccord Genuity LLC 401(k) Plan, Total assets ($B): 0.077007921 · Participants: 339Canaccord Genuity LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Canaccord Genuity LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Canaccord Genuity LLC 401(k) Plan side-by-side with 3 peers →

Canaccord Genuity LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Arvin Sango, Inc. & Subsidiaries Savings Plan in IN ($77M); by covered participants it is Golden West Food Group 401(k) Plan in CA (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Canaccord Genuity LLC 401(k) Plan assets move in 2022? ▼
Canaccord Genuity LLC 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $90M to $77M. Reported net income was -$13M.
How have Canaccord Genuity LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Canaccord Genuity LLC's sponsor-wide assets grew 43.6%, from $77M to $111M.
Where does Canaccord Genuity LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Canaccord Genuity LLC 401(k) Plan ranks in the 91st 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 Canaccord Genuity LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arvin Sango, Inc. & Subsidiaries Savings Plan in IN ($77M, 1,079 participants).
Which 401(k) plans cover a similar participant headcount to Canaccord Genuity LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Golden West Food Group 401(k) Plan in CA (339 participants, $608K 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 200779566.

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.