Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Artisan Partners Holdings LP 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Artisan Partners Holdings LP · Wisconsin · Finance & Insurance

What the 2023 filing shows

Artisan Partners Holdings LP 401(k) Plan holds $252M for 467 participants — about $540,639 per participant, down 11.6% over the 2022 plan year.

$252M
total plan assets (2022 EOY)
467
covered participants
$540,639
avg assets per participant
-11.6%
assets change YoY

The plan reported a net loss of $33M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$252M
Participants
467
State
Industry
Finance & Insurance

What the Filing Says About Artisan Partners Holdings LP 401(k) Plan

Artisan Partners Holdings LP 401(k) Plan is a Profit Sharing retirement plan sponsored by Artisan Partners Holdings LP, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $252M in total end-of-year assets and covers 467 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391807188, and the plan has been effective since 1995-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $285M at the beginning of 2022 to $252M at year-end — a decline of 11.6%. Net assets (after liabilities) closed the year at $252M, with reported net income of $-32,990,226 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$285M
Total Assets (End of Year)$252M
Net Assets (End of Year)$252M
Net Income$-32,990,226
Plan TypeProfit Sharing
Employer EIN391807188
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Artisan Partners Holdings LP)

Year Plans Participants Total Assets
2022 1 467 $252M
2023 1 515 $320M
2024 1 533 $388M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Artisan Partners Holdings LP 401(k) Plan?
As of the 2022 Form 5500 filing, Artisan Partners Holdings LP 401(k) Plan holds $252M in total assets with 467 participants. It is sponsored by Artisan Partners Holdings LP.
What type of plan is Artisan Partners Holdings LP 401(k) Plan?
Artisan Partners Holdings LP 401(k) Plan is a Profit Sharing plan. It has been effective since 1995-06-01. The plan is filed with the U.S. Department of Labor under EIN 391807188.
Who sponsors the Artisan Partners Holdings LP 401(k) Plan?
Artisan Partners Holdings LP 401(k) Plan is sponsored by Artisan Partners Holdings LP, located in Wisconsin. The sponsor's EIN is 391807188 and the plan operates in the Finance & Insurance industry.
How did Artisan Partners Holdings LP 401(k) Plan perform in 2022?
Artisan Partners Holdings LP 401(k) Plan declined by 11.6% during 2022, moving from $285M to $252M in total assets. Net income was $-32,990,226.
Where can I find official filings for Artisan Partners Holdings LP 401(k) Plan?
Official Form 5500 filings for Artisan Partners Holdings LP 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391807188 or plan name at efast.dol.gov.
How does Artisan Partners Holdings LP 401(k) Plan compare to other plans?
You can compare Artisan Partners Holdings LP 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391807188.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.