401(k) · DOL Form 5500 · 2024

Penserra Financial Ventures LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
59
Participants Small participant base
60th
Percentile by assets National rank
$207,488
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

$12M in assets, 59 participants

Penserra Financial Ventures LLC's Penserra Financial Ventures LLC 401(k) Plan reported $12M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,768 in Finance & Insurance (8,549 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 $12M / 59 participants.

#3,768
in Finance & Insurance (8,549 peers)
+24.2%
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 2024 · DOL Form 5500

$12,241,787 Top 40% higher than 60% of 123,620 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 2024

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

Plan-year 2024 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.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penserra Financial Ventures LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Penserra Financial Ventures LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 475328987 · Penserra Financial Ventures LLC PY 2024 · 401(k)

Penserra Financial Ventures LLC 401(k) Plan · $12M · 59 · 60th

  • EOY $12M
  • 5500 59
  • ASSETS 60th
  • PCT 401(k)
  • EIN near Varney Agency Retirement Savings Plan
  • RANK ind #3768

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 →

Penserra Financial Ventures LLC 401(k) Plan in the asset neighbourhood

Penserra Financial Ventures LLC 401(k) PlanPenserra Financial Ventures …$12MVarney Agency Retirement Savings PlanVarney Agency Retirement Sav…$12MCallpod, Inc. 401(k) Plan$12MCiera Bank 401(k) Profit Sharing Plan and TrustCiera Bank 401(k) Profit Sha…$12MRyan Companies 401(k) Profit Sharing PlanRyan Companies 401(k) Profit…$12M
End-of-year total assets ($M) among Penserra Financial Ventures LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Penserra Financial Ventures LLC multi-year asset trail

Sponsor-wide plan assets over time

All Penserra Financial Ventures LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.207161100667893% vs 2023
2024 filing year
$9M$10M$11M$12M$13M 20232024 $9.86M $12.2M ▲ +24.1%
Year Plans Participants Total Assets
2023 1 59 $10M
2024 1 59 $12M

Penserra Financial Ventures LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN475328987
Plan Effective Date2011-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Penserra Financial Ventures LLC 401(k) Plan, Total assets ($B): 0.012241787 · Participants: 59Penserra Financial Ventures LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Penserra Financial Ventures LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
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 Varney Agency Retirement Savings Plan in ME ($12M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

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

DOL Form 5500 plan year 2024. 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 2024? ▼
Penserra Financial Ventures LLC 401(k) Plan grew sharply - up 24.2% during 2024, from $10M to $12M. 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 Varney Agency Retirement Savings Plan in ME ($12M, 143 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 Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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

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.