401(k) · DOL Form 5500 · 2024

Banyan Securities LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
6
Participants Small participant base
60th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Banyan Securities LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Banyan Securities LLC · California · Finance & Insurance

$12M in assets, 6 participants

Banyan Securities LLC's Banyan Securities LLC 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 6 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.

  • #3,744 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust holds $12M for 6 participants - about $2.0M per participant, above the median plan by assets.

#3,744
in Finance & Insurance (8,549 peers)
-5.2%
assets change YoY

The plan reported a net loss of $666K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,097,015 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

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banyan Securities LLC 401(k) Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Banyan Securities LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $569K in the plan year 2023 filing to -$666K in the plan year 2024 filing.
  • Banyan Securities LLC 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943257095 · Banyan Securities LLC PY 2024 · 401(k)

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust · $12M · 6 · 60th

  • BOY $12M
  • SCH 6
  • EBSA 60th
  • PART 401(k)
  • TYPE near Demco 401(k) Retirement Savings & Investment Plan
  • NET ind #3744

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 →

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Banyan Securities LLC 401(k) Profit Sharing Plan and TrustBanyan Securities LLC 401(k)…$12MDemco 401(k) Retirement Savings & Investment PlanDemco 401(k) Retirement Savi…$12MRural Med 401(k) Plan$12MPinnacle Advertising 401(k) PlanPinnacle Advertising 401(k) …$12MPhoenix Processor Retirement Savings PlanPhoenix Processor Retirement…$12M
End-of-year total assets ($M) among Banyan Securities LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$666K
Employer EIN943257095
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banyan Securities LLC)

Sponsor-wide plan assets over time

All Banyan Securities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 0.7947400037313663% vs 2022
2024 filing year
$12M$12.2M$12.4M$12.6M$12.8M$13M 202220232024 $12.2M $12.1M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 7 $12M
2023 1 6 $13M
2024 1 6 $12M

Nearby 401(k) Plans in California

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

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Banyan Securities LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012097015 · Participants: 6Banyan Securities LLC 401(k) Profit Sharing Plan and TrustGoogle 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
Banyan Securities LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Banyan Securities LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Banyan Securities LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Demco 401(k) Retirement Savings & Investment Plan in NY ($12M); by covered participants it is Caliche, Ltd 401(k) in TX (6 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 (6 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 Banyan Securities LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Banyan Securities LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 5.2% during 2024, from $13M to $12M. Reported net income was -$666K.
How have Banyan Securities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banyan Securities LLC's sponsor-wide assets declined 0.8%, from $12M to $12M.
Which 401(k) plans are similar in size to Banyan Securities LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Demco 401(k) Retirement Savings & Investment Plan in NY ($12M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Banyan Securities LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 943257095.

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.