401(k) · DOL Form 5500 · 2023

Artisan Partners Holdings LP 401(k) Plan

Data updated 2026-08-25

$320M
Total assets Above avg plan size
515
Participants Below avg headcount
96th
Percentile by assets National rank
$622,193
Avg per participant High balance/head
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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.

  • #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.

#8,328
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Artisan Partners Holdings LP 401(k) Plan's outsized position by total assets

Artisan Partners Holdings LP 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$320,429,300 Top 4% higher than 96% of 127,068 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 2023

Artisan Partners Holdings LP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Artisan Partners Holdings LP 401(k) Plan sits mid-pack in the medium band (515 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 391807188 · Artisan Partners Holdings LP PY 2023 · 401(k)

Artisan Partners Holdings LP 401(k) Plan · $320M · 515 · 96th

  • PCT $320M
  • PCT 515
  • PCT 96th
  • PCT 401(k)
  • PCT near Lyft 401(k) Plan
  • PCT ind #8328

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 Wisconsin →

Artisan Partners Holdings LP 401(k) Plan in the asset neighbourhood

Academy, Ltd. 401(k) Profit Sharing PlanAcademy, Ltd. 401(k) Profit …$321MTaylor Morrison 401(k) Savings PlanTaylor Morrison 401(k) Savin…$321MArtisan Partners Holdings LP 401(k) PlanArtisan Partners Holdings LP…$320MLyft 401(k) Plan$320MConvergint Technologies LLC 401(k) Profit Sharing PlanConvergint Technologies LLC …$320M
End-of-year total assets ($M) among Artisan Partners Holdings LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$252M
Net Assets (End of Year)$320M
Net Income$68M
Employer EIN391807188
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Artisan Partners Holdings LP)

Sponsor-wide plan assets over time

All Artisan Partners Holdings LP plans reported in each filing year

Latest sponsor-wide plan assets
$388M 53.51639727385567% vs 2022
2024 filing year
$200M$250M$300M$350M$400M$450M 202220232024 $252M $388M ▲ +53.5%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Artisan Partners Holdings LP 401(k) Plan, Total assets ($B): 0.3204293 · Participants: 515Artisan Partners Holdings LP 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Artisan Partners Holdings LP 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Artisan Partners Holdings LP 401(k) Plan side-by-side with 3 peers →

Artisan Partners Holdings LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lyft 401(k) Plan in CA ($320M); by covered participants it is United Steel Workers of America - Standard Steel, LLC 401(k) Plan in PA (515 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($320M here).

Similar participant headcount

Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Artisan Partners Holdings LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Steel Workers of America - Standard Steel, LLC 401(k) Plan in PA (515 participants, $40M in assets).

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.

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.