401(k) · DOL Form 5500 · 2023

Geode Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
178
Participants Small participant base
89th
Percentile by assets National rank
$408,251
Avg per participant High balance/head
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Official DOL plan name: Geode Capital Management, LLC Retirement Plan · Sponsored by Geode Capital Management, LLC · Massachusetts · Finance & Insurance

$73M in assets, 178 participants

Geode Capital Management, LLC's Geode Capital Management, LLC Retirement Plan reported $73M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,348 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Geode Capital Management, LLC Retirement Plan covers 178 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $73M.

#7,348
in Finance & Insurance (8,869 peers)
+28.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Geode Capital Management, LLC Retirement Plan's outsized position by total assets

Geode Capital Management, LLC Retirement Plan vs every filed plan by assets

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

$72,668,710 Top 11% higher than 89% 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

Geode Capital Management, LLC Retirement 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. Geode Capital Management, LLC Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geode Capital Management, LLC Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Geode Capital Management, LLC Retirement Plan end-of-year assets rose from $57M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Geode Capital Management, LLC Retirement Plan reported participants rose from 150 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043537967 · Geode Capital Management, LLC PY 2023 · 401(k)

Geode Capital Management, LLC Retirement Plan · $73M · 178 · 89th

  • NET $73M
  • NET 178
  • NET 89th
  • NET 401(k)
  • NET near Ring Retirement Plan
  • NET ind #7348

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 Massachusetts →

Geode Capital Management, LLC Retirement Plan in the asset neighbourhood

New York Jets Club Employees Retirement PlanNew York Jets Club Employees…$73MFirstrust 401(k) and Profit Sharing PlanFirstrust 401(k) and Profit …$73MGeode Capital Management, LLC Retirement PlanGeode Capital Management, LL…$73MRing Retirement Plan$73MThe Stevens Family 401(k) Retirement PlanThe Stevens Family 401(k) Re…$73M
End-of-year total assets ($M) among Geode Capital Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$73M
Net Income$16M
Employer EIN043537967
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geode Capital Management, LLC)

Sponsor-wide plan assets over time

All Geode Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 57.790872464381046% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.6M $89.3M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 150 $57M
2023 1 178 $73M
2024 1 166 $89M

Nearby 401(k) Plans in Massachusetts

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

Geode Capital Management, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Geode Capital Management, LLC Retirement Plan, Total assets ($B): 0.07266871 · Participants: 178Geode Capital Management, LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Geode Capital Management, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Geode Capital Management, LLC Retirement Plan side-by-side with 3 peers →

Geode Capital Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ring Retirement Plan in TN ($73M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Geode Capital Management, LLC Retirement Plan assets move in 2023? ▼
Geode Capital Management, LLC Retirement Plan grew sharply - up 28.4% during 2023, from $57M to $73M. Reported net income was $16M.
How have Geode Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geode Capital Management, LLC's sponsor-wide assets grew 57.8%, from $57M to $89M.
Where does Geode Capital Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Geode Capital Management, LLC Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Geode Capital Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ring Retirement Plan in TN ($73M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Geode Capital Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A 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 043537967.

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.