401(k) · DOL Form 5500 · 2024

Russell Investments Group, LLC 401(k) Plan

Data updated 2026-08-11

$625M
Total assets
700
Participants
98th
Percentile by assets
$892,792
Avg per participant
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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.

  • 98th percentile by assets (of 123,622 plans)
  • #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.

$625M
total plan assets (2024 EOY)
700
covered participants
98th
percentile by assets (of 123,622 plans)
$892,792
avg assets per participant

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 →

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Russell Investments Retirement Plan reports 700 participants - about 47% of that state average ($625M EOY assets).

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)

$500M$550M$600M$650M 202220232024 $537M $625M ▲ +16.5%
Total plan assets by year, all Russell Investments Group, LLC plans on file
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

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 …The Boeing Company 4…Microsoft Corporatio…Costco 401(k) Retire…Amazon 401(k) Plan401(k) Savings Plan
Russell Investments Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Russell Investments Retirement Plan by total assets, not by location.

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).

Next read for Russell Investments Retirement Plan

Filing takeaways

Ways to act on Russell Investments Retirement Plan's numbers.