401(k) · DOL Form 5500 · 2023
Russell Investments Group, LLC 401(k) Plan
Data updated 2026-08-11
- $584M
- Total assets
- 715
- Participants
- 98th
- Percentile by assets
- $816,151
- Avg per participant
Official DOL plan name: Russell Investments Retirement Plan · Sponsored by Russell Investments Group, LLC · Washington · Finance & Insurance
$584M in assets, 715 participants
Russell Investments Group, LLC's Russell Investments Retirement Plan reported $584M in total assets and 715 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #8,518 in Finance & Insurance (8,869 peers)
Coverage in Washington
Russell Investments Retirement Plan covers 715 participants in Washington, about 48% of the average Washington filer (state average ~1,476 per filing). Assets: $584M.
- $584M
- total plan assets (2023 EOY)
- 715
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $816,151
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Russell Investments Retirement Plan reported net income rose from -$104M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Russell Investments Retirement Plan end-of-year assets rose from $537M in the plan year 2022 filing to $584M in the plan year 2023 filing.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Russell Investments Retirement Plan reports 715 participants - about 48% of that state average ($584M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $537M |
|---|---|
| Net Assets (End of Year) | $584M |
| Net Income | $47M |
| Employer EIN | 473735863 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russell Investments Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 710 | $537M |
| 2023 | 1 | 715 | $584M |
| 2024 | 1 | 700 | $625M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Russell Investments Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Russell Investments Retirement Plan by total assets, not by location.
- The Animation Guild 401(k) Plan (CA) $584M · 4,486
- Houghton Mifflin 401(k) Savings Plan (MA) $583M · 2,154
- Piper Sandler Companies Retirement Plan (MN) $584M · 1,814
- Epic Games, Inc. 401(k) Plan and Trust (NC) $584M · 3,040
Frequently Asked Questions
How did Russell Investments Retirement Plan assets move in 2023? ▼
How have Russell Investments Group, LLC plan assets changed over time? ▼
Where does Russell Investments Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Russell Investments Retirement Plan
Filing takeaways
Ways to act on Russell Investments Retirement Plan's numbers.
- By total assets, Russell Investments Retirement 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 Washington. Compare plans
- Russell Investments Group, LLC's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Finance & Insurance plans