401(k) · DOL Form 5500 · 2022

Russell Investments Group, LLC 401(k) Plan

Data updated 2026-08-25

$537M
Total assets Above avg plan size
710
Participants Below avg headcount
98th
Percentile by assets National rank
$755,735
Avg per participant High balance/head
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Official DOL plan name: Russell Investments Retirement Plan · Sponsored by Russell Investments Group, LLC · Washington · Finance & Insurance

$537M in assets, 710 participants

Russell Investments Group, LLC's Russell Investments Retirement Plan reported $537M in total assets and 710 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.

  • #8,922 in Finance & Insurance (9,261 peers)

Coverage in Washington

Russell Investments Retirement Plan covers 710 participants in Washington, about 48% of the average Washington filer (state average ~1,476 per filing). Assets: $537M.

#8,922
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
5.4×
vs typical plan assets (national mean)

The plan reported a net loss of $104M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Russell Investments Retirement Plan's outsized position by total assets

Russell Investments Retirement Plan vs every filed plan by assets

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

$536,571,563 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

Russell Investments Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russell Investments Retirement Plan sits mid-pack in the medium band (710 participants).

Published 5500 schedule card

Filing strip 473735863 · Russell Investments Group, LLC PY 2022 · 401(k)

Russell Investments Retirement Plan · $537M · 710 · 98th

  • ASSETS $537M
  • PCT 710
  • EIN 98th
  • RANK 401(k)
  • PHOTO near Boise Cascade Company Savings Plan
  • IND ind #8922

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 →

Russell Investments Retirement Plan in the asset neighbourhood

The Scotts Company LLC Retirement Savings PlanThe Scotts Company LLC Retir…$537MNixon Peabody LLP Retirement Savings Plan INixon Peabody LLP Retirement…$537MHarman International Industries, Incorporated Retirement Savings PlanHarman International Industr…$537MRussell Investments Retirement PlanRussell Investments Retireme…$537MBoise Cascade Company Savings PlanBoise Cascade Company Saving…$536M
End-of-year total assets ($M) among Russell Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$640M
Net Assets (End of Year)$537M
Net Income-$104M
Employer EIN473735863
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russell Investments Group, LLC)

Sponsor-wide plan assets over time

All Russell Investments Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$625M 16.471790921204672% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $537M $625M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 710 $537M
2023 1 715 $584M
2024 1 700 $625M

Nearby 401(k) Plans in Washington

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

Russell Investments Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Russell Investments Retirement Plan, Total assets ($B): 0.536571563 · Participants: 710Russell Investments Retirement 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
Russell Investments Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Russell Investments Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Boise Cascade Company Savings Plan in ID ($536M); by covered participants it is F & G Properties Retirement Plan in LA (710 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (710 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 Russell Investments Retirement Plan assets move in 2022? ▼
Russell Investments Retirement Plan declined sharply - down 16.2% during 2022, from $640M to $537M. Reported net income was -$104M.
How have Russell Investments Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russell Investments Group, LLC's sponsor-wide assets grew 16.5%, from $537M to $625M.
Where does Russell Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Russell Investments Retirement 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 Russell Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boise Cascade Company Savings Plan in ID ($536M, 3,405 participants).
Which 401(k) plans cover a similar participant headcount to Russell Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F & G Properties Retirement Plan in LA (710 participants, $1M 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 473735863.

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.