401(k) · DOL Form 5500 · 2022
Fisher Asset Management, LLC Dba Fisher Investments 401(k) Plan
Data updated 2026-08-11
- $658M
- Total assets
- 3,544
- Participants
- 98th
- Percentile by assets
- $185,786
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $658M
- total plan assets (2022 EOY)
- 3,544
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $185,786
- avg assets per participant
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.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Fisher Investments 401(k) Plan reports 3,544 participants - 2.4x that state average ($658M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $818M |
|---|---|
| Net Assets (End of Year) | $658M |
| Net Income | -$159M |
| Employer EIN | 202480800 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fisher Asset Management, LLC Dba Fisher Investments)
| 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
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fisher Investments 401(k) Plan by total assets, not by location.
- Giant Eagle, Inc. Employee Savings Plan (PA) $659M · 13,362
- Ralph Lauren Corporation 401(k) Plan (NJ) $659M · 10,384
- Amerihealth Caritas 401(k) Plan (PA) $658M · 7,400
- Cbera Plan a (MA) $658M · 3,030
Frequently Asked Questions
How did Fisher Investments 401(k) Plan assets move in 2022? ▼
How have Fisher Asset Management, LLC Dba Fisher Investments plan assets changed over time? ▼
Where does Fisher Investments 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fisher Investments 401(k) Plan? ▼
Next read for Fisher Investments 401(k) Plan
Filing takeaways
Ways to act on Fisher Investments 401(k) Plan's numbers.
- By total assets, Fisher Investments 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Fisher Asset Management, LLC Dba Fisher Investments's sponsor-wide assets have grown 88.6% since 2022 across 3 plan years on file. More Finance & Insurance plans