401(k) · DOL Form 5500 · 2024

Fisher Asset Management, LLC Dba Fisher Investments 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
4,143
Participants Above avg headcount
99th
Percentile by assets National rank
$299,712
Avg per participant High balance/head
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Official DOL plan name: Fisher Investments 401(k) Plan · Sponsored by Fisher Asset Management, LLC Dba Fisher Investments · Texas · Finance & Insurance

$1.2B in assets, 4,143 participants

Fisher Asset Management, LLC Dba Fisher Investments's Fisher Investments 401(k) Plan reported $1.2B in total assets and 4,143 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,343 in Finance & Insurance (8,549 peers)

Coverage in Texas

Fisher Investments 401(k) Plan covers 4,143 participants in Texas, 6.0x the typical Texas plan (state average ~688 per filing). Assets: $1.2B.

#8,343
in Finance & Insurance (8,549 peers)
+30.2%
assets growth YoY
12×
vs typical plan assets (national mean)

Fisher Investments 401(k) Plan's outsized position by total assets

Fisher Investments 401(k) Plan vs every filed plan by assets

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

$1,241,707,353 Top 1% higher than 99% 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

Fisher Investments 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fisher Investments 401(k) Plan lands in the large band (4,143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fisher Investments 401(k) Plan end-of-year assets rose from $954M in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
  • Fisher Investments 401(k) Plan reported net income rose from $296M in the plan year 2023 filing to $311M in the plan year 2024 filing.
  • Fisher Investments 401(k) Plan reported participants fell from 4,219 in the plan year 2023 filing to 4,143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202480800 · Fisher Asset Management, LLC Dba Fisher Investments PY 2024 · 401(k)

Fisher Investments 401(k) Plan · $1.2B · 4,143 · 99th

  • VS-ST $1.2B
  • VS-ST 4,143
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near Hubbell Incorporated Employee Savings & Investment Plan
  • VS-ST ind #8343

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 Investments 401(k) Plan in the asset neighbourhood

Fisher Investments 401(k) PlanFisher Investments 401(k) Pl…$1.2BHubbell Incorporated Employee Savings & Investment PlanHubbell Incorporated Employe…$1.2BIdexx Retirement and Incentive Savings PlanIdexx Retirement and Incenti…$1.2BSouthern District Ubc Defined Contribution FundSouthern District Ubc Define…$1.2BKaiser Permanente Tax Sheltered Annuity PlanKaiser Permanente Tax Shelte…$1.2B
End-of-year total assets ($B) among Fisher Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$954M
Net Assets (End of Year)$1.2B
Net Income$311M
Employer EIN202480800
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fisher Asset Management, LLC Dba Fisher Investments)

Sponsor-wide plan assets over time

All Fisher Asset Management, LLC Dba Fisher Investments plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 88.58694642603723% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.66B $1.24B ▲ +87.9%
Year Plans Participants Total Assets
2022 1 3,544 $658M
2023 1 4,219 $954M
2024 1 4,143 $1.2B

Nearby 401(k) Plans in Texas

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

Fisher Investments 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fisher Investments 401(k) Plan, Total assets ($B): 1.241707353 · Participants: 4143Fisher Investments 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Fisher Investments 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fisher Investments 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Hubbell Incorporated Employee Savings & Investment Plan in CT ($1.2B); by covered participants it is Lakeshore Learning Materials 401(k) Plan in CA (4,141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,143 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 Fisher Investments 401(k) Plan assets move in 2024? ▼
Fisher Investments 401(k) Plan surged - up 30.2% during 2024, from $954M to $1.2B. Reported net income was $311M.
How have Fisher Asset Management, LLC Dba Fisher Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fisher Asset Management, LLC Dba Fisher Investments's sponsor-wide assets grew 88.6%, from $658M to $1.2B.
Where does Fisher Investments 401(k) Plan rank by assets among Form 5500 filers? ▼
Fisher Investments 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 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 Fisher Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hubbell Incorporated Employee Savings & Investment Plan in CT ($1.2B, 8,548 participants).
Which 401(k) plans cover a similar participant headcount to Fisher Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lakeshore Learning Materials 401(k) Plan in CA (4,141 participants, $200M 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 202480800.

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.