401(k) · DOL Form 5500 · 2023

Artisan Partners Holdings LP 401(k) Plan

Data updated 2026-08-11

$320M
Total assets: 515
Participants: 96th
Percentile by assets: $622,193
Avg per participant

Official DOL plan name: Artisan Partners Holdings LP 401(k) Plan · Sponsored by Artisan Partners Holdings LP · Wisconsin · Finance & Insurance

$320M in assets, 515 participants

Artisan Partners Holdings LP's Artisan Partners Holdings LP 401(k) Plan reported $320M in total assets and 515 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,328 in Finance & Insurance (8,869 peers)

Where Artisan Partners Holdings LP 401(k) Plan sits by assets

Artisan Partners Holdings LP 401(k) Plan sits in the top 5% of all filed plans by assets, $320M for 515 participants (~$622,193/participant), up 26.9% in 2023.

$320M
total plan assets (2023 EOY): 515
covered participants: 96th
percentile by assets (of 127,072 plans): $622,193
avg assets per participant

Artisan Partners Holdings LP 401(k) Plan reported net income rose from -$33M in the plan year 2022 filing to $68M in the plan year 2023 filing.
Artisan Partners Holdings LP 401(k) Plan end-of-year assets rose from $252M in the plan year 2022 filing to $320M in the plan year 2023 filing.
Artisan Partners Holdings LP 401(k) Plan reported participants rose from 467 in the plan year 2022 filing to 515 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Finance & Insurance

Artisan Partners Holdings LP 401(k) Plan vs the 2023 asset distribution

By assets, Artisan Partners Holdings LP 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$252M
Net Assets (End of Year)	$320M
Net Income	$68M
Employer EIN	391807188
Plan Effective Date	1995-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Artisan Partners Holdings LP)

Total plan assets by year, all Artisan Partners Holdings LP plans on file

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

Nearby 401(k) Plans in Wisconsin

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

Artisan Partners Holdings LP 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Artisan Partners Holdings LP 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Artisan Partners Holdings LP 401(k) Plan by total assets, not by location.

Lyft 401(k) Plan (CA) $320M · 3,559
Taylor Morrison 401(k) Savings Plan (AZ) $321M · 2,964
Academy, Ltd. 401(k) Profit Sharing Plan (TX) $321M · 21,938
Convergint Technologies LLC 401(k) Profit Sharing Plan (IL) $320M · 5,152

Frequently Asked Questions

How did Artisan Partners Holdings LP 401(k) Plan assets move in 2023? ▼

Artisan Partners Holdings LP 401(k) Plan grew sharply - up 26.9% during 2023, from $252M to $320M. Reported net income was $68M.

How have Artisan Partners Holdings LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Artisan Partners Holdings LP's sponsor-wide assets grew 53.5%, from $252M to $388M.

Where does Artisan Partners Holdings LP 401(k) Plan rank by assets among Form 5500 filers? ▼

Artisan Partners Holdings LP 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Artisan Partners Holdings LP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lyft 401(k) Plan in CA ($320M, 3,559 participants).

Next read for Artisan Partners Holdings LP 401(k) Plan

Scale reading

Ways to act on Artisan Partners Holdings LP 401(k) Plan's numbers.

By total assets, Artisan Partners Holdings LP 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Artisan Partners Holdings LP's sponsor-wide assets have grown 53.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391807188.