401(k) · DOL Form 5500 · 2024
Fisher Retirement Solutions, LLC 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 75th
- Percentile by assets National rank
Official DOL plan name: Fisher Retirement Solutions, LLC 401(k) Plan · Sponsored by Fisher Retirement Solutions, LLC 401(k) Plan · Texas · Finance & Insurance
$25M in assets, N/A participants
Fisher Retirement Solutions, LLC 401(k) Plan's Fisher Retirement Solutions, LLC 401(k) Plan reported $25M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,211 in Finance & Insurance (8,549 peers)
Where Fisher Retirement Solutions, LLC 401(k) Plan sits by assets
Fisher Retirement Solutions, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for N/A participants.
- #5,211
- in Finance & Insurance (8,549 peers)
- $2M
- reported net income
- 0.3×
- vs typical plan assets (national mean)
Fisher Retirement Solutions, LLC 401(k) Plan's outsized position by total assets
Fisher Retirement Solutions, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,349,605 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 992188878 · Fisher Retirement Solutions, LLC 401(k) Plan PY 2024 · 401(k)
Fisher Retirement Solutions, LLC 401(k) Plan · $25M · N/A · 75th
- EBSA $25M
- PART N/A
- TYPE 75th
- NET 401(k)
- BOOK near C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan
- VS-ST ind #5211
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 Texas →
Fisher Retirement Solutions, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 992188878 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Fisher Retirement Solutions, LLC 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Texas, the nearest 401(k) by end-of-year assets is C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan in VA at $25M (this filing: $25M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.