401(k) · DOL Form 5500 · 2022
Wedbush Securities Inc. 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 800
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $152,316
- Avg per participant Above avg balance/head
Official DOL plan name: Wedbush Securities Inc. Employees' Retirement Plan · Sponsored by Wedbush Securities Inc. · California · Finance & Insurance
$122M in assets, 800 participants
Wedbush Securities Inc.'s Wedbush Securities Inc. Employees' Retirement Plan reported $122M in total assets and 800 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.
- #8,317 in Finance & Insurance (9,261 peers)
Where Wedbush Securities Inc. Employees' Retirement Plan sits by assets
Wedbush Securities Inc. Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $122M for 800 participants (~$152,316/participant), down 17.3% in 2022.
- #8,317
- in Finance & Insurance (9,261 peers)
- -17.3%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wedbush Securities Inc. Employees' Retirement Plan's outsized position by total assets
Wedbush Securities Inc. Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$121,852,763 Top 6% higher than 94% 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
Wedbush Securities Inc. Employees' Retirement 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. Wedbush Securities Inc. Employees' Retirement Plan sits mid-pack in the medium band (800 participants).
Form 5500 schedule snapshot
Filing strip 952495390 · Wedbush Securities Inc. PY 2022 · 401(k)
Wedbush Securities Inc. Employees' Retirement Plan · $122M · 800 · 94th
- RANK $122M
- PHOTO 800
- IND 94th
- EOY 401(k)
- 5500 near Yuma Regional Medical Center 401(k) Plan
- ASSETS ind #8317
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 →
Wedbush Securities Inc. Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$25M |
| Employer EIN | 952495390 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wedbush Securities Inc.)
Sponsor-wide plan assets over time
All Wedbush Securities Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 49.447776576063355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 800 | $122M |
| 2023 | 1 | 811 | $152M |
| 2024 | 1 | 822 | $182M |
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
Wedbush Securities Inc. Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Yuma Regional Medical Center 401(k) Plan in AZ ($122M); by covered participants it is 8th Avenue Food & Provisions, Inc. 401(k) Plan in MO (800 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Yuma Regional Medical Center 401(k) Plan (AZ) $122M · 2,549
- Butterball, LLC Salary & Hourly 401(k) Plan (NC) $122M · 6,187
- Great Plains Health 401(k) Retirement Plan (NE) $122M · 1,057
- H2m Architects + Engineers 401(k) Plan (NY) $122M · 466
Similar participant headcount
Nearest other-state filings by covered participants (800 participants); asset peers above are excluded.
- 8th Avenue Food & Provisions, Inc. 401(k) Plan (MO) 800 · 0 off
- Pinehurst Resort 401(k) Savings Plan (NC) 800 · 0 off
- Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan (TN) 800 · 0 off
- Harvey Industries, LLC 401(k) Plan (MA) 800 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.