401(k) · DOL Form 5500 · 2022
Fmr LLC 401(k) Plan
Data updated 2026-08-25
- $23.0B
- Total assets Mega-plan scale
- 52,036
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $441,109
- Avg per participant High balance/head
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.
- #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.
- #9,258
- in Finance & Insurance (9,261 peers)
- -17.4%
- assets change YoY
- 230×
- vs typical plan assets (national mean)
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.
Fidelity Retirement Savings Plan's outsized position by total assets
Fidelity Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,953,563,448 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fidelity Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Retirement Savings Plan is a mega filing (52,036 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 043532603 · Fmr LLC PY 2022 · 401(k)
Fidelity Retirement Savings Plan · $23.0B · 52,036 · 100th
- IND $23.0B
- EOY 52,036
- 5500 100th
- ASSETS 401(k)
- PCT near Oracle Corporation 401(k) Savings and Investment Plan
- EIN ind #9258
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 →
Fidelity Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Fmr LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34.4B 49.635597583859166% vs 2022
- 2024 filing year
| 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.
- 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)
Fidelity Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Oracle Corporation 401(k) Savings and Investment Plan in CA ($21.9B); by covered participants it is Truist Financial Corporation 401(k) Savings Plan in NC (51,871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (52,036 participants); asset peers above are excluded.
- Truist Financial Corporation 401(k) Savings Plan (NC) 51,871 · 165 off
- Ernst & Young Retirement Savings Plan (NJ) 52,975 · 939 off
- Robert Half International Inc. 401(k) Plan for Contract Talent (CA) 53,014 · 978 off
- Ross Stores, Inc. 401(k) Savings Plan (CA) 53,384 · 1,348 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.