401(k) · DOL Form 5500 · 2024

Fiera US Holding Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
120
Participants Small participant base
76th
Percentile by assets National rank
$236,931
Avg per participant Above avg balance/head
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Official DOL plan name: Fiera Capital 401(k) Plan · Sponsored by Fiera US Holding Inc. · New York · Finance & Insurance

$28M in assets, 120 participants

Fiera US Holding Inc.'s Fiera Capital 401(k) Plan reported $28M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,439 in Finance & Insurance (8,549 peers)

Coverage in New York

Fiera Capital 401(k) Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $28M.

#5,439
in Finance & Insurance (8,549 peers)
+16.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fiera Capital 401(k) Plan's outsized position by total assets

Fiera Capital 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,431,769 Top 24% higher than 76% of 123,620 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 2024

Fiera Capital 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fiera Capital 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fiera Capital 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fiera Capital 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463936165 · Fiera US Holding Inc. PY 2024 · 401(k)

Fiera Capital 401(k) Plan · $28M · 120 · 76th

  • 5500 $28M
  • 5500 120
  • 5500 76th
  • 5500 401(k)
  • 5500 near Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #5439

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 New York →

Fiera Capital 401(k) Plan in the asset neighbourhood

Airship Group Inc. 401(k) Profit Sharing Plan and TrustAirship Group Inc. 401(k) Pr…$28MFiera Capital 401(k) Plan$28MDempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing PlanDempsey Uniform and Linen Su…$28MTop Notch Distributors, Inc. 401(k) Savings PlanTop Notch Distributors, Inc.…$28MFrontwave Credit Union Retirement PlanFrontwave Credit Union Retir…$28M
End-of-year total assets ($M) among Fiera Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN463936165
Plan Effective Date2003-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiera US Holding Inc.)

Sponsor-wide plan assets over time

All Fiera US Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.97113226599743% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.2M $28.4M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 118 $21M
2023 1 121 $24M
2024 1 120 $28M

Nearby 401(k) Plans in New York

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

Fiera Capital 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fiera Capital 401(k) Plan, Total assets ($B): 0.028431769 · Participants: 120Fiera Capital 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Fiera Capital 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fiera Capital 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing Plan in PA ($28M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fiera Capital 401(k) Plan assets move in 2024? ▼
Fiera Capital 401(k) Plan grew sharply - up 16.3% during 2024, from $24M to $28M. Reported net income was $4M.
How have Fiera US Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiera US Holding Inc.'s sponsor-wide assets grew 34.0%, from $21M to $28M.
Where does Fiera Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Fiera Capital 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fiera Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing Plan in PA ($28M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Fiera Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463936165.

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.