401(k) · DOL Form 5500 · 2022
Wedbush Securities Inc. 401(k) Plan
Data updated 2026-08-11
- $122M
- Total assets
- 800
- Participants
- 94th
- Percentile by assets
- $152,316
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $122M
- total plan assets (2022 EOY)
- 800
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $152,316
- avg assets per participant
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.
Where Wedbush Securities Inc. Employees' Retirement Plan sits 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 vs the 2022 asset distribution
By assets, Wedbush Securities Inc. Employees' Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
Wedbush Securities Inc. Employees' Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wedbush Securities Inc. Employees' Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Wedbush Securities Inc. Employees' Retirement Plan's numbers.
- By total assets, Wedbush Securities Inc. Employees' Retirement 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 California. Compare plans
- Wedbush Securities Inc.'s sponsor-wide assets have grown 49.4% since 2022 across 3 plan years on file. More Finance & Insurance plans