401(k) · DOL Form 5500 · 2023
Fisher Asset Management, LLC Dba Fisher Investments 401(k) Plan
Data updated 2026-08-11
- $954M
- Total assets
- 4,219
- Participants
- 99th
- Percentile by assets
- $226,132
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $954M
- total plan assets (2023 EOY)
- 4,219
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $226,132
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Fisher Investments 401(k) Plan reports 4,219 participants - 6.1x that state average ($954M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $658M |
|---|---|
| Net Assets (End of Year) | $954M |
| Net Income | $296M |
| Employer EIN | 202480800 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fisher Asset Management, LLC Dba Fisher Investments)
| 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
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fisher Investments 401(k) Plan by total assets, not by location.
- Lvmh Affiliates' 401(k) Plan (NY) $954M · 11,214
- Olympus Corporation of the Americas 401(k) Savings Plan (PA) $954M · 4,219
- Anywhere Real Estate Group LLC Employee Savings Plan (NJ) $953M · 8,508
- Mid-Atlantic Permanente Medical Group, P.C. 401(k) Plan (MD) $956M · 1,967
Frequently Asked Questions
How did Fisher Investments 401(k) Plan assets move in 2023? ▼
How have Fisher Asset Management, LLC Dba Fisher Investments plan assets changed over time? ▼
Where does Fisher Investments 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fisher Investments 401(k) Plan? ▼
Next read for Fisher Investments 401(k) Plan
Filing takeaways
Ways to act on Fisher Investments 401(k) Plan's numbers.
- By total assets, Fisher Investments 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Fisher Asset Management, LLC Dba Fisher Investments's sponsor-wide assets have grown 88.6% since 2022 across 3 plan years on file. More Finance & Insurance plans