401(k) · DOL Form 5500 · 2024

Canaccord Genuity LLC 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
384
Participants Below avg headcount
91st
Percentile by assets National rank
$287,881
Avg per participant High balance/head
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Official DOL plan name: Canaccord Genuity LLC 401(k) Plan · Sponsored by Canaccord Genuity LLC · New York · Finance & Insurance

$111M in assets, 384 participants

Canaccord Genuity LLC's Canaccord Genuity LLC 401(k) Plan reported $111M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,367 in Finance & Insurance (8,549 peers)

Coverage in New York

Canaccord Genuity LLC 401(k) Plan covers 384 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $111M.

#7,367
in Finance & Insurance (8,549 peers)
+15.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Canaccord Genuity LLC 401(k) Plan's outsized position by total assets

Canaccord Genuity LLC 401(k) Plan vs every filed plan by assets

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

$110,546,160 Top 9% higher than 91% 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

Canaccord Genuity LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Canaccord Genuity LLC 401(k) Plan sits mid-pack in the medium band (384 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Canaccord Genuity LLC 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Canaccord Genuity LLC 401(k) Plan end-of-year assets rose from $96M in the plan year 2023 filing to $111M in the plan year 2024 filing.
  • Canaccord Genuity LLC 401(k) Plan reported participants fell from 414 in the plan year 2023 filing to 384 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200779566 · Canaccord Genuity LLC PY 2024 · 401(k)

Canaccord Genuity LLC 401(k) Plan · $111M · 384 · 91st

  • BOOK $111M
  • VS-ST 384
  • BOY 91st
  • SCH 401(k)
  • EBSA near Ismie Mutual Insurance Company 401(k) Plan
  • PART ind #7367

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 New York →

Canaccord Genuity LLC 401(k) Plan in the asset neighbourhood

V-T Industries, Inc. Retirement/Savings PlanV-T Industries, Inc. Retirem…$111MCanaccord Genuity LLC 401(k) PlanCanaccord Genuity LLC 401(k)…$111MIsmie Mutual Insurance Company 401(k) PlanIsmie Mutual Insurance Compa…$111MSan Diego County Credit Union Employees Salary Savings PlanSan Diego County Credit Unio…$110MIherb 401(k) Plan$110M
End-of-year total assets ($M) among Canaccord Genuity LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$111M
Net Income$15M
Employer EIN200779566
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Canaccord Genuity LLC)

Sponsor-wide plan assets over time

All Canaccord Genuity LLC plans reported in each filing year

Latest sponsor-wide plan assets
$111M 43.55167437905511% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $77M $111M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 339 $77M
2023 1 414 $96M
2024 1 384 $111M

Nearby 401(k) Plans in New York

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

Canaccord Genuity LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Canaccord Genuity LLC 401(k) Plan, Total assets ($B): 0.11054616 · Participants: 384Canaccord Genuity LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Canaccord Genuity LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Canaccord Genuity LLC 401(k) Plan side-by-side with 3 peers →

Canaccord Genuity LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ismie Mutual Insurance Company 401(k) Plan in IL ($111M); by covered participants it is Rrr, LLC 401(k) Plan in MD (384 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Canaccord Genuity LLC 401(k) Plan assets move in 2024? ▼
Canaccord Genuity LLC 401(k) Plan grew sharply - up 15.2% during 2024, from $96M to $111M. Reported net income was $15M.
How have Canaccord Genuity LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Canaccord Genuity LLC's sponsor-wide assets grew 43.6%, from $77M to $111M.
Where does Canaccord Genuity LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Canaccord Genuity LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Canaccord Genuity LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ismie Mutual Insurance Company 401(k) Plan in IL ($111M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Canaccord Genuity LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rrr, LLC 401(k) Plan in MD (384 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 200779566.

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.