401(k) · DOL Form 5500 · 2022

Geode Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
150
Participants Small participant base
89th
Percentile by assets National rank
$377,312
Avg per participant High balance/head
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Official DOL plan name: Geode Capital Management, LLC Retirement Plan · Sponsored by Geode Capital Management, LLC · Massachusetts · Finance & Insurance

$57M in assets, 150 participants

Geode Capital Management, LLC's Geode Capital Management, LLC Retirement Plan reported $57M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,625 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Geode Capital Management, LLC Retirement Plan covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $57M.

#7,625
in Finance & Insurance (9,261 peers)
-9.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Geode Capital Management, LLC Retirement Plan's outsized position by total assets

Geode Capital Management, LLC Retirement Plan vs every filed plan by assets

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

$56,596,832 Top 11% higher than 89% 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

Geode Capital Management, LLC 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. Geode Capital Management, LLC Retirement Plan sits mid-pack in the medium band (150 participants).

Plan-year Form 5500 strip

Filing strip 043537967 · Geode Capital Management, LLC PY 2022 · 401(k)

Geode Capital Management, LLC Retirement Plan · $57M · 150 · 89th

  • SCH $57M
  • EBSA 150
  • PART 89th
  • TYPE 401(k)
  • NET near Dickinson Financial Corporation Retirement Plan
  • BOOK ind #7625

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 Massachusetts →

Geode Capital Management, LLC Retirement Plan in the asset neighbourhood

Geode Capital Management, LLC Retirement PlanGeode Capital Management, LL…$57MDickinson Financial Corporation Retirement PlanDickinson Financial Corporat…$57MThe Fresh Market, Inc. Employees 401(k) Savings PlanThe Fresh Market, Inc. Emplo…$57MWall Family Enterprise Retirement Savings PlanWall Family Enterprise Retir…$57MGilmore & Bell, P.C. 401(k) Profit Sharing Plan & TrustGilmore & Bell, P.C. 401(k) …$57M
End-of-year total assets ($M) among Geode Capital Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$57M
Net Income-$6M
Employer EIN043537967
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geode Capital Management, LLC)

Sponsor-wide plan assets over time

All Geode Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 57.790872464381046% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.6M $89.3M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 150 $57M
2023 1 178 $73M
2024 1 166 $89M

Nearby 401(k) Plans in Massachusetts

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

Geode Capital Management, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Geode Capital Management, LLC Retirement Plan, Total assets ($B): 0.056596832 · Participants: 150Geode Capital Management, LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Geode Capital Management, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Geode Capital Management, LLC Retirement Plan side-by-side with 3 peers →

Geode Capital Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dickinson Financial Corporation Retirement Plan in MO ($57M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Geode Capital Management, LLC Retirement Plan assets move in 2022? ▼
Geode Capital Management, LLC Retirement Plan pulled back noticeably - down 9.4% during 2022, from $62M to $57M. Reported net income was -$6M.
How have Geode Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geode Capital Management, LLC's sponsor-wide assets grew 57.8%, from $57M to $89M.
Where does Geode Capital Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Geode Capital Management, LLC Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Geode Capital Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dickinson Financial Corporation Retirement Plan in MO ($57M, 888 participants).
Which 401(k) plans cover a similar participant headcount to Geode Capital Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A 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 043537967.

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.