401(k) · DOL Form 5500 · 2023

Penserra Financial Ventures LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 59
Participants Small participant base: 58th
Percentile by assets National rank: $167,050
Avg per participant Above avg balance/head

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Official DOL plan name: Penserra Financial Ventures LLC 401(k) Plan · Sponsored by Penserra Financial Ventures LLC · California · Finance & Insurance

$10M in assets, 59 participants

Penserra Financial Ventures LLC's Penserra Financial Ventures LLC 401(k) Plan reported $10M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#3,822 in Finance & Insurance (8,869 peers)

Penserra Financial Ventures LLC multi-year trail

Penserra Financial Ventures LLC's plans moved +24.2% in assets from 2023 to 2024; this filing shows Penserra Financial Ventures LLC 401(k) Plan at $10M / 59 participants.

#3,822
in Finance & Insurance (8,869 peers): +23.1%
assets growth YoY

Penserra Financial Ventures LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Penserra Financial Ventures LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,855,943 Top 42% higher than 58% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Penserra Financial Ventures LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penserra Financial Ventures LLC 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 475328987 · Penserra Financial Ventures LLC PY 2023 · 401(k)

Penserra Financial Ventures LLC 401(k) Plan · $10M · 59 · 58th

EIN $10M
EIN 59
EIN 58th
EIN 401(k)
EIN near Water Pure, Inc. 401(k) Plan
EIN ind #3822

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 →

End-of-year total assets ($M) among Penserra Financial Ventures LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Penserra Financial Ventures LLC multi-year asset trail

Latest sponsor-wide plan assets: $12M 24.207161100667893% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	59	$10M
2024	1	59	$12M

Penserra Financial Ventures LLC filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	475328987
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Penserra Financial Ventures LLC 401(k) 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

Compare Penserra Financial Ventures LLC 401(k) Plan side-by-side with 3 peers →

Penserra Financial Ventures LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Water Pure, Inc. 401(k) Plan in NY ($10M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Water Pure, Inc. 401(k) Plan (NY) $10M · 108
Kykenkee 401(k) Plan (AL) $10M · 147
The Fireline Corporation Retirement Plan (MD) $10M · 202
A-Core, Inc. 401(k) Profit Sharing Plan (UT) $10M · 301

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

Pretzels, Inc. 401(k) (IN) 59 · 0 off
High Point Logistics, LLC 401(k) Plan (TN) 59 · 0 off
O.T.S. Astracon, LLC Retirement Savings Plan (NC) 59 · 0 off
Ecr International, Inc. Utica Division 401(k) Savings Plan for Union Employees (NY) 59 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Penserra Financial Ventures LLC 401(k) Plan assets move in 2023? ▼

Penserra Financial Ventures LLC 401(k) Plan grew sharply - up 23.1% during 2023, from $8M to $10M. Reported net income was $2M.

How have Penserra Financial Ventures LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Penserra Financial Ventures LLC's sponsor-wide assets grew 24.2%, from $10M to $12M.

Which 401(k) plans are similar in size to Penserra Financial Ventures LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Water Pure, Inc. 401(k) Plan in NY ($10M, 108 participants).

Which 401(k) plans cover a similar participant headcount to Penserra Financial Ventures LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475328987.