401(k) · DOL Form 5500 · 2023

Fisher Asset Management, LLC Dba Fisher Investments 401(k) Plan

Data updated 2026-08-25

$954M
Total assets Above avg plan size
4,219
Participants Above avg headcount
99th
Percentile by assets National rank
$226,132
Avg per participant Above avg balance/head
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Official DOL plan name: Fisher Investments 401(k) Plan · Sponsored by Fisher Asset Management, LLC Dba Fisher Investments · Texas · Finance & Insurance

$954M in assets, 4,219 participants

Fisher Asset Management, LLC Dba Fisher Investments's Fisher Investments 401(k) Plan reported $954M in total assets and 4,219 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,633 in Finance & Insurance (8,869 peers)

Coverage in Texas

Fisher Investments 401(k) Plan covers 4,219 participants in Texas, 6.1x the typical Texas plan (state average ~688 per filing). Assets: $954M.

#8,633
in Finance & Insurance (8,869 peers)
+44.9%
assets growth YoY
9.6×
vs typical plan assets (national mean)

Fisher Investments 401(k) Plan's outsized position by total assets

Fisher Investments 401(k) Plan vs every filed plan by assets

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

$954,048,868 Top 1% higher than 99% 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

Fisher Investments 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fisher Investments 401(k) Plan lands in the large band (4,219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fisher Investments 401(k) Plan reported net income rose from -$159M in the plan year 2022 filing to $296M in the plan year 2023 filing.
  • Fisher Investments 401(k) Plan end-of-year assets rose from $658M in the plan year 2022 filing to $954M in the plan year 2023 filing.
  • Fisher Investments 401(k) Plan reported participants rose from 3,544 in the plan year 2022 filing to 4,219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202480800 · Fisher Asset Management, LLC Dba Fisher Investments PY 2023 · 401(k)

Fisher Investments 401(k) Plan · $954M · 4,219 · 99th

  • BOOK $954M
  • VS-ST 4,219
  • BOY 99th
  • SCH 401(k)
  • EBSA near Lvmh Affiliates' 401(k) Plan
  • PART ind #8633

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 Texas →

Fisher Investments 401(k) Plan in the asset neighbourhood

Mid-Atlantic Permanente Medical Group, P.C. 401(k) PlanMid-Atlantic Permanente Medi…$956MFisher Investments 401(k) PlanFisher Investments 401(k) Pl…$954MLvmh Affiliates' 401(k) Plan$954MOlympus Corporation of the Americas 401(k) Savings PlanOlympus Corporation of the A…$954MAnywhere Real Estate Group LLC Employee Savings PlanAnywhere Real Estate Group L…$953M
End-of-year total assets ($M) among Fisher Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$658M
Net Assets (End of Year)$954M
Net Income$296M
Employer EIN202480800
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fisher Asset Management, LLC Dba Fisher Investments)

Sponsor-wide plan assets over time

All Fisher Asset Management, LLC Dba Fisher Investments plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 88.58694642603723% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.66B $1.24B ▲ +87.9%
Year Plans Participants Total Assets
2022 1 3,544 $658M
2023 1 4,219 $954M
2024 1 4,143 $1.2B

Nearby 401(k) Plans in Texas

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

Fisher Investments 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fisher Investments 401(k) Plan, Total assets ($B): 0.954048868 · Participants: 4219Fisher Investments 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Fisher Investments 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fisher Investments 401(k) Plan side-by-side with 3 peers →

Fisher Investments 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lvmh Affiliates' 401(k) Plan in NY ($954M); by covered participants it is Royal Caribbean Cruises Ltd. Ret. Savings Plan in FL (4,217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,219 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 Fisher Investments 401(k) Plan assets move in 2023? ▼
Fisher Investments 401(k) Plan surged - up 44.9% during 2023, from $658M to $954M. Reported net income was $296M.
How have Fisher Asset Management, LLC Dba Fisher Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fisher Asset Management, LLC Dba Fisher Investments's sponsor-wide assets grew 88.6%, from $658M to $1.2B.
Where does Fisher Investments 401(k) Plan rank by assets among Form 5500 filers? ▼
Fisher Investments 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Fisher Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lvmh Affiliates' 401(k) Plan in NY ($954M, 11,214 participants).
Which 401(k) plans cover a similar participant headcount to Fisher Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Caribbean Cruises Ltd. Ret. Savings Plan in FL (4,217 participants, $679M 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 202480800.

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.