401(k) · DOL Form 5500 · 2024

Fmr LLC 401(k) Plan

Data updated 2026-07-24

$34.2B
Total assets: 66,907
Participants: 100th
Percentile by assets: $511,181
Avg per participant

Official DOL plan name: Fidelity Retirement Savings Plan · Sponsored by Fmr LLC · Massachusetts · Finance & Insurance

$34.2B in assets, 66,907 participants

Fmr LLC's Fidelity Retirement Savings Plan reported $34.2B in total assets and 66,907 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

100th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Fidelity Retirement Savings Plan covers 66,907 participants in Massachusetts, 104x the typical Massachusetts plan (state average ~641 per filing). Assets: $34.2B.

$34.2B
total plan assets (2024 EOY): 66,907
covered participants: 100th
percentile by assets (of 116,472 plans): $511,181
avg assets per participant

Fidelity Retirement Savings Plan end-of-year assets rose from $28.6B in the plan year 2023 filing to $34.2B in the plan year 2024 filing.
Fidelity Retirement Savings Plan reported participants rose from 62,289 in the plan year 2023 filing to 66,907 in the plan year 2024 filing.
Fidelity Retirement Savings Plan reported net income fell from $5.7B in the plan year 2023 filing to $5.6B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Fidelity Retirement Savings Plan reports 66,907 participants - 104x that state average ($34.2B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$28.6B
Net Assets (End of Year)	$34.2B
Net Income	$5.6B
Employer EIN	043532603
Plan Effective Date	1952-12-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Fmr LLC)

Total plan assets by year, all Fmr LLC plans on file

Year	Plans	Participants	Total Assets
2022	2	53,976	$23.0B
2023	2	68,110	$28.7B
2024	2	75,862	$34.4B

Nearby 401(k) Plans in Massachusetts

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

Fidelity Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777
Philips North America 401(k) Plan $6.4B · 18,388

Compare Fidelity Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Amazon 401(k) Plan (WA) $34.6B · 1,209,303
Oracle Corporation 401(k) Savings and Investment Plan (CA) $31.0B · 58,962
CVS Health Future Fund 401(k) Plan (RI) $30.1B · 240,493
Verizon Savings Plan for Management Employees (NJ) $29.4B · 69,218

Frequently Asked Questions

How did Fidelity Retirement Savings Plan assets move in 2024? ▼

Fidelity Retirement Savings Plan grew sharply - up 19.4% during 2024, from $28.6B to $34.2B. Reported net income was $5.6B.

How have Fmr LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fmr LLC's sponsor-wide assets grew 49.6%, from $23.0B to $34.4B.

Where does Fidelity Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Fidelity Retirement Savings Plan ranks in the 100th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Fidelity Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Amazon 401(k) Plan in WA ($34.6B, 1,209,303 participants).

Next read for Fidelity Retirement Savings Plan

Filing takeaways

Ways to act on Fidelity Retirement Savings Plan's numbers.

By total assets, Fidelity Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Fmr LLC's sponsor-wide assets have grown 49.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 043532603.

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.