401(k) · DOL Form 5500 · 2023
Geode Capital Management, LLC 401(k) Plan
Data updated 2026-08-11
- $73M
- Total assets
- 178
- Participants
- 89th
- Percentile by assets
- $408,251
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $73M
- total plan assets (2023 EOY)
- 178
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $408,251
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Geode Capital Management, LLC Retirement Plan reports 178 participants - about 27% of that state average ($73M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $16M |
| Employer EIN | 043537967 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Geode Capital Management, LLC)
| 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
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Geode Capital Management, LLC Retirement Plan by total assets, not by location.
- Ring Retirement Plan (TN) $73M · N/A
- The Stevens Family 401(k) Retirement Plan (MI) $73M · 2,167
- New York Jets Club Employees Retirement Plan (NJ) $73M · 297
- Firstrust 401(k) and Profit Sharing Plan (PA) $73M · 468
Frequently Asked Questions
How did Geode Capital Management, LLC Retirement Plan assets move in 2023? ▼
How have Geode Capital Management, LLC plan assets changed over time? ▼
Where does Geode Capital Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Geode Capital Management, LLC Retirement Plan? ▼
Next read for Geode Capital Management, LLC Retirement…
Filing takeaways
Ways to act on Geode Capital Management, LLC Retirement Plan's numbers.
- By total assets, Geode Capital Management, LLC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Geode Capital Management, LLC's sponsor-wide assets have grown 57.8% since 2022 across 3 plan years on file. More Finance & Insurance plans