401(k) · DOL Form 5500 · 2024

Fiera US Holding Inc. 401(k) Plan

Data updated 2026-08-11

$28M
Total assets
120
Participants
76th
Percentile by assets
$236,931
Avg per participant
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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.

  • 76th percentile by assets (of 123,622 plans)
  • #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.

$28M
total plan assets (2024 EOY)
120
covered participants
76th
percentile by assets (of 123,622 plans)
$236,931
avg assets per participant

Where Fiera Capital 401(k) Plan sits 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 $2,010,000,000 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

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 →

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Fiera Capital 401(k) Plan reports 120 participants - about 15% of that state average ($28M EOY assets).

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.)

$20M$25M$30M 202220232024 $21.2M $28.4M ▲ +34.0%
Total plan assets by year, all Fiera US Holding Inc. plans on file
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 ($B) Participants Fiera Capital 401(k)…, Total assets ($B): 0.028431769 · Participants: 120Fiera Capital 401(k)…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Fiera Capital 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fiera Capital 401(k) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Fiera Capital 401(k) Plan's numbers.