401(k) · DOL Form 5500 · 2024

Russell Investments Group, LLC 401(k) Plan

Data updated 2026-08-25

$625M
Total assets Above avg plan size
700
Participants Below avg headcount
98th
Percentile by assets National rank
$892,792
Avg per participant High balance/head
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Official DOL plan name: Russell Investments Retirement Plan · Sponsored by Russell Investments Group, LLC · Washington · Finance & Insurance

$625M in assets, 700 participants

Russell Investments Group, LLC's Russell Investments Retirement Plan reported $625M in total assets and 700 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,194 in Finance & Insurance (8,549 peers)

Coverage in Washington

Russell Investments Retirement Plan covers 700 participants in Washington, about 47% of the average Washington filer (state average ~1,476 per filing). Assets: $625M.

#8,194
in Finance & Insurance (8,549 peers)
+7.1%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Russell Investments Retirement Plan's outsized position by total assets

Russell Investments Retirement Plan vs every filed plan by assets

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

$624,954,509 Top 2% higher than 98% 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

Russell Investments Retirement 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. Russell Investments Retirement Plan sits mid-pack in the medium band (700 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Russell Investments Retirement Plan reported net income fell from $47M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Russell Investments Retirement Plan end-of-year assets rose from $584M in the plan year 2023 filing to $625M in the plan year 2024 filing.
  • Russell Investments Retirement Plan reported participants fell from 715 in the plan year 2023 filing to 700 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473735863 · Russell Investments Group, LLC PY 2024 · 401(k)

Russell Investments Retirement Plan · $625M · 700 · 98th

  • EOY $625M
  • EOY 700
  • EOY 98th
  • EOY 401(k)
  • EOY near Jenner & Block Profit Sharing Plan - #201
  • EOY ind #8194

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 Washington →

Russell Investments Retirement Plan in the asset neighbourhood

Pxd 401(k) Plan for Non-Bargaining Pxd Location EmployeesPxd 401(k) Plan for Non-Barg…$626MPlains All American 401(k) PlanPlains All American 401(k) P…$625MRussell Investments Retirement PlanRussell Investments Retireme…$625MJenner & Block Profit Sharing Plan - #201Jenner & Block Profit Sharin…$625MTtm Technologies 401(k) Retirement Savings PlanTtm Technologies 401(k) Reti…$625M
End-of-year total assets ($M) among Russell Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$584M
Net Assets (End of Year)$625M
Net Income$41M
Employer EIN473735863
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russell Investments Group, LLC)

Sponsor-wide plan assets over time

All Russell Investments Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$625M 16.471790921204672% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $537M $625M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 710 $537M
2023 1 715 $584M
2024 1 700 $625M

Nearby 401(k) Plans in Washington

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

Russell Investments Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Russell Investments Retirement Plan, Total assets ($B): 0.624954509 · Participants: 700Russell Investments Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Russell Investments Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Russell Investments Retirement Plan side-by-side with 3 peers →

Russell Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Jenner & Block Profit Sharing Plan - #201 in IL ($625M); by covered participants it is Abx 401(k) Retirement Plan in NC (700 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($625M here).

Similar participant headcount

Nearest other-state filings by covered participants (700 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 Russell Investments Retirement Plan assets move in 2024? ▼
Russell Investments Retirement Plan grew at a solid clip - up 7.1% during 2024, from $584M to $625M. Reported net income was $41M.
How have Russell Investments Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russell Investments Group, LLC's sponsor-wide assets grew 16.5%, from $537M to $625M.
Where does Russell Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Russell Investments Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Russell Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jenner & Block Profit Sharing Plan - #201 in IL ($625M, 999 participants).
Which 401(k) plans cover a similar participant headcount to Russell Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abx 401(k) Retirement Plan in NC (700 participants, $43M 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 473735863.

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.