401(k) · DOL Form 5500 · 2024

Geode Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
166
Participants Small participant base
90th
Percentile by assets National rank
$537,980
Avg per participant High balance/head
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Official DOL plan name: Geode Capital Management, LLC Retirement Plan · Sponsored by Geode Capital Management, LLC · Massachusetts · Finance & Insurance

$89M in assets, 166 participants

Geode Capital Management, LLC's Geode Capital Management, LLC Retirement Plan reported $89M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,165 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Geode Capital Management, LLC Retirement Plan covers 166 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $89M.

#7,165
in Finance & Insurance (8,549 peers)
+22.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Geode Capital Management, LLC Retirement Plan's outsized position by total assets

Geode Capital Management, LLC Retirement Plan vs every filed plan by assets

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

$89,304,635 Top 10% higher than 90% 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

Geode Capital Management, LLC 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. Geode Capital Management, LLC Retirement Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Geode Capital Management, LLC Retirement Plan end-of-year assets rose from $73M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • Geode Capital Management, LLC Retirement Plan reported participants fell from 178 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Geode Capital Management, LLC Retirement Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043537967 · Geode Capital Management, LLC PY 2024 · 401(k)

Geode Capital Management, LLC Retirement Plan · $89M · 166 · 90th

  • TYPE $89M
  • TYPE 166
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Mendo Group Savings and Profit Sharing Plan
  • TYPE ind #7165

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 Massachusetts →

Geode Capital Management, LLC Retirement Plan in the asset neighbourhood

Mcgough Companies 401(k) Plan and TrustMcgough Companies 401(k) Pla…$89MGeode Capital Management, LLC Retirement PlanGeode Capital Management, LL…$89MMendo Group Savings and Profit Sharing PlanMendo Group Savings and Prof…$89M401(k) Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLP401(k) Plan for Secretarial …$89MThe Kidsheart 401(k) Profit Sharing PlanThe Kidsheart 401(k) Profit …$89M
End-of-year total assets ($M) among Geode Capital Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$89M
Net Income$17M
Employer EIN043537967
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geode Capital Management, LLC)

Sponsor-wide plan assets over time

All Geode Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 57.790872464381046% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.6M $89.3M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 150 $57M
2023 1 178 $73M
2024 1 166 $89M

Nearby 401(k) Plans in Massachusetts

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

Geode Capital Management, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Geode Capital Management, LLC Retirement Plan, Total assets ($B): 0.089304635 · Participants: 166Geode Capital Management, LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Geode Capital Management, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Geode Capital Management, LLC Retirement Plan side-by-side with 3 peers →

Geode Capital Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mendo Group Savings and Profit Sharing Plan in CA ($89M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Geode Capital Management, LLC Retirement Plan assets move in 2024? ▼
Geode Capital Management, LLC Retirement Plan grew sharply - up 22.9% during 2024, from $73M to $89M. Reported net income was $17M.
How have Geode Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geode Capital Management, LLC's sponsor-wide assets grew 57.8%, from $57M to $89M.
Where does Geode Capital Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Geode Capital Management, LLC Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Geode Capital Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mendo Group Savings and Profit Sharing Plan in CA ($89M, 970 participants).
Which 401(k) plans cover a similar participant headcount to Geode Capital Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 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 043537967.

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.