401(k) · DOL Form 5500 · 2022
Fmr LLC 401(k) Plan
Data updated 2026-08-11
- $23.0B
- Total assets
- 52,036
- Participants
- 100th
- Percentile by assets
- $441,109
- Avg per participant
Official DOL plan name: Fidelity Retirement Savings Plan · Sponsored by Fmr LLC · Massachusetts · Finance & Insurance
$23.0B in assets, 52,036 participants
Fmr LLC's Fidelity Retirement Savings Plan reported $23.0B in total assets and 52,036 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #9,258 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Fidelity Retirement Savings Plan covers 52,036 participants in Massachusetts, 79x the typical Massachusetts plan (state average ~659 per filing). Assets: $23.0B.
- $23.0B
- total plan assets (2022 EOY)
- 52,036
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $441,109
- avg assets per participant
The plan reported a net loss of $4.8B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Fidelity Retirement Savings Plan reports 52,036 participants - 79x that state average ($23.0B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $27.8B |
|---|---|
| Net Assets (End of Year) | $23.0B |
| Net Income | -$4.8B |
| Employer EIN | 043532603 |
| Plan Effective Date | 1952-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fmr LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 53,976 | $23.0B |
| 2023 | 2 | 68,110 | $28.7B |
| 2024 | 2 | 75,862 | $34.4B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Fidelity Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
- State Street Salary Savings Program $4.8B · 12,421
Scale composition for Fidelity Retirement Savings Plan
Fidelity Retirement Savings Plan reports $23.0B in end-of-year assets across 52,036 participants (0.19% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.055% of 93,925,755 covered participants) - about $441,109 per participant (3.2x the national average assets-per-participant) . Net income for plan year 2022 was -$4.8B.
This plan identity (EIN 043532603, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $23.0B to $34.2B (+49.0%) while covered participants moved from 52,036 to 66,907 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 52,036 | $23.0B | This page |
| 2023 | 62,289 | $28.6B | Open filing |
| 2024 · index core | 66,907 | $34.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Fidelity Retirement Savings Plan (401(k), $34.2B, 66,907 participants)
- Fidelity Advantage 401(k) (401(k), $185M, 8,955 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fidelity Retirement Savings Plan by total assets, not by location.
- Oracle Corporation 401(k) Savings and Investment Plan (CA) $21.9B · 46,320
- CVS Health Future Fund 401(k) Plan (RI) $24.2B · 273,274
- Exxonmobil Savings Plan (TX) $21.3B · 23,619
- Johnson and Johnson Savings Plan (NJ) $21.2B · 43,271
Frequently Asked Questions
How did Fidelity Retirement Savings Plan assets move in 2022? ▼
How have Fmr LLC plan assets changed over time? ▼
Where does Fidelity Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fidelity Retirement Savings Plan? ▼
Next read for Fidelity Retirement Savings Plan
Filing takeaways
Ways to act on Fidelity Retirement Savings Plan's numbers.
- By total assets, Fidelity Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Fmr LLC's sponsor-wide assets have grown 49.6% since 2022 across 3 plan years on file. More Finance & Insurance plans