401(k) · DOL Form 5500 · 2024

Wedbush Securities Inc. 401(k) Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
822
Participants Near avg headcount
94th
Percentile by assets National rank
$221,540
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wedbush Securities Inc. Employees' Retirement Plan · Sponsored by Wedbush Securities Inc. · California · Finance & Insurance

$182M in assets, 822 participants

Wedbush Securities Inc.'s Wedbush Securities Inc. Employees' Retirement Plan reported $182M in total assets and 822 participants in its 2024 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.

  • #7,719 in Finance & Insurance (8,549 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, $182M for 822 participants (~$221,540/participant), up 20.0% in 2024.

#7,719
in Finance & Insurance (8,549 peers)
+20.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Wedbush Securities Inc. Employees' Retirement Plan's outsized position by total assets

Wedbush Securities Inc. Employees' Retirement Plan vs every filed plan by assets

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

$182,106,245 Top 6% higher than 94% 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

Wedbush Securities Inc. Employees' Retirement 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. Wedbush Securities Inc. Employees' Retirement Plan sits mid-pack in the medium band (822 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wedbush Securities Inc. Employees' Retirement Plan end-of-year assets rose from $152M in the plan year 2023 filing to $182M in the plan year 2024 filing.
  • Wedbush Securities Inc. Employees' Retirement Plan reported net income rose from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Wedbush Securities Inc. Employees' Retirement Plan reported participants rose from 811 in the plan year 2023 filing to 822 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952495390 · Wedbush Securities Inc. PY 2024 · 401(k)

Wedbush Securities Inc. Employees' Retirement Plan · $182M · 822 · 94th

  • PCT $182M
  • PCT 822
  • PCT 94th
  • PCT 401(k)
  • PCT near Winland Foods, Inc. 401(k) Plan
  • PCT ind #7719

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 →

Wedbush Securities Inc. Employees' Retirement Plan in the asset neighbourhood

Wedbush Securities Inc. Employees' Retirement PlanWedbush Securities Inc. Empl…$182MWinland Foods, Inc. 401(k) PlanWinland Foods, Inc. 401(k) P…$182MAspen Skiing Company Savings PlanAspen Skiing Company Savings…$182MVessco Inc Retirement Plan$182MWillamette Dental Group, P.C. 401(k) Savings PlanWillamette Dental Group, P.C…$182M
End-of-year total assets ($M) among Wedbush Securities Inc. Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$182M
Net Income$30M
Employer EIN952495390
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wedbush Securities Inc.)

Sponsor-wide plan assets over time

All Wedbush Securities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$182M 49.447776576063355% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $122M $182M ▲ +49.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wedbush Securities Inc. Employees' Retirement Plan, Total assets ($B): 0.182106245 · Participants: 822Wedbush Securities Inc. Employees' Retirement 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
Wedbush Securities Inc. Employees' Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wedbush Securities Inc. Employees' Retirement Plan side-by-side with 3 peers →

Wedbush Securities Inc. Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Winland Foods, Inc. 401(k) Plan in IL ($182M); by covered participants it is Starling Physicians, P. C. 401(k) Savings Plan in CT (822 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($182M here).

Similar participant headcount

Nearest other-state filings by covered participants (822 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 Wedbush Securities Inc. Employees' Retirement Plan assets move in 2024? ▼
Wedbush Securities Inc. Employees' Retirement Plan grew sharply - up 20.0% during 2024, from $152M to $182M. Reported net income was $30M.
How have Wedbush Securities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wedbush Securities Inc.'s sponsor-wide assets grew 49.4%, from $122M to $182M.
Where does Wedbush Securities Inc. Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Wedbush Securities Inc. Employees' Retirement Plan ranks in the 94th 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 Wedbush Securities Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winland Foods, Inc. 401(k) Plan in IL ($182M, 2,478 participants).
Which 401(k) plans cover a similar participant headcount to Wedbush Securities Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Starling Physicians, P. C. 401(k) Savings Plan in CT (822 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 952495390.

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.