401(k) · DOL Form 5500 · 2022

Fisher Asset Management, LLC Dba Fisher Investments 401(k) Plan

Data updated 2026-08-25

$658M
Total assets Above avg plan size
3,544
Participants Above avg headcount
98th
Percentile by assets National rank
$185,786
Avg per participant Above avg balance/head
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Official DOL plan name: Fisher Investments 401(k) Plan · Sponsored by Fisher Asset Management, LLC Dba Fisher Investments · Washington · Finance & Insurance

$658M in assets, 3,544 participants

Fisher Asset Management, LLC Dba Fisher Investments's Fisher Investments 401(k) Plan reported $658M in total assets and 3,544 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,969 in Finance & Insurance (9,261 peers)

Coverage in Washington

Fisher Investments 401(k) Plan covers 3,544 participants in Washington, 2.4x the typical Washington plan (state average ~1,476 per filing). Assets: $658M.

#8,969
in Finance & Insurance (9,261 peers)
-19.5%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $159M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fisher Investments 401(k) Plan's outsized position by total assets

Fisher Investments 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$658,426,989 Top 2% higher than 98% of 139,123 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 2022

Fisher Investments 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fisher Investments 401(k) Plan lands in the large band (3,544 participants).

DOL schedule card

Filing strip 202480800 · Fisher Asset Management, LLC Dba Fisher Investments PY 2022 · 401(k)

Fisher Investments 401(k) Plan · $658M · 3,544 · 98th

  • BOY $658M
  • SCH 3,544
  • EBSA 98th
  • PART 401(k)
  • TYPE near Giant Eagle, Inc. Employee Savings Plan
  • NET ind #8969

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 Washington →

Fisher Investments 401(k) Plan in the asset neighbourhood

Ralph Lauren Corporation 401(k) PlanRalph Lauren Corporation 401…$659MGiant Eagle, Inc. Employee Savings PlanGiant Eagle, Inc. Employee S…$659MFisher Investments 401(k) PlanFisher Investments 401(k) Pl…$658MAmerihealth Caritas 401(k) PlanAmerihealth Caritas 401(k) P…$658MCbera Plan a$658M
End-of-year total assets ($M) among Fisher Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$818M
Net Assets (End of Year)$658M
Net Income-$159M
Employer EIN202480800
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fisher Asset Management, LLC Dba Fisher Investments)

Sponsor-wide plan assets over time

All Fisher Asset Management, LLC Dba Fisher Investments plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 88.58694642603723% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.66B $1.24B ▲ +87.9%
Year Plans Participants Total Assets
2022 1 3,544 $658M
2023 1 4,219 $954M
2024 1 4,143 $1.2B

Nearby 401(k) Plans in Washington

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

Fisher Investments 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Fisher Investments 401(k) Plan, Total assets ($B): 0.658426989 · Participants: 3544Fisher Investments 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Fisher Investments 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Fisher Investments 401(k) Plan side-by-side with 3 peers →

Fisher Investments 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Giant Eagle, Inc. Employee Savings Plan in PA ($659M); by covered participants it is Nesco Resource LLC 401(k) Plan in FL (3,545 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($658M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,544 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fisher Investments 401(k) Plan assets move in 2022? ▼
Fisher Investments 401(k) Plan declined sharply - down 19.5% during 2022, from $818M to $658M. Reported net income was -$159M.
How have Fisher Asset Management, LLC Dba Fisher Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fisher Asset Management, LLC Dba Fisher Investments's sponsor-wide assets grew 88.6%, from $658M to $1.2B.
Where does Fisher Investments 401(k) Plan rank by assets among Form 5500 filers? ▼
Fisher Investments 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Fisher Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giant Eagle, Inc. Employee Savings Plan in PA ($659M, 13,362 participants).
Which 401(k) plans cover a similar participant headcount to Fisher Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nesco Resource LLC 401(k) Plan in FL (3,545 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202480800.

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.