401(k) · DOL Form 5500 · 2023
Wedbush Securities Inc. 401(k) Plan
Data updated 2026-08-11
- $152M
- Total assets
- 811
- Participants
- 94th
- Percentile by assets
- $187,129
- Avg per participant
Official DOL plan name: Wedbush Securities Inc. Employees' Retirement Plan · Sponsored by Wedbush Securities Inc. · California · Finance & Insurance
$152M in assets, 811 participants
Wedbush Securities Inc.'s Wedbush Securities Inc. Employees' Retirement Plan reported $152M in total assets and 811 participants in its 2023 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 127,072 plans)
- #7,986 in Finance & Insurance (8,869 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, $152M for 811 participants (~$187,129/participant), up 24.5% in 2023.
- $152M
- total plan assets (2023 EOY)
- 811
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $187,129
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wedbush Securities Inc. Employees' Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Wedbush Securities Inc. Employees' Retirement Plan end-of-year assets rose from $122M in the plan year 2022 filing to $152M in the plan year 2023 filing.
- Wedbush Securities Inc. Employees' Retirement Plan reported participants rose from 800 in the plan year 2022 filing to 811 in the plan year 2023 filing.
Wedbush Securities Inc. Employees' Retirement Plan vs the 2023 asset distribution
By assets, Wedbush Securities Inc. Employees' Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $30M |
| 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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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.
- Oxbow Affiliated Companies Retirement Plan (FL) $152M · 279
- Fletcher Jones Automotive Group Employee 401(k) Retirement Plan (NV) $152M · 1,772
- Crain Communications Inc 401(k) Plan (MI) $152M · 657
- Mitsui Sumitomo 401(k) Savings/Retirement Plan (NJ) $152M · 470
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