Plan5500

Fidelity Retirement Savings Plan — Form 5500 plan (Fmr LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fidelity Retirement Savings Plan is a benefit plan reported by Fmr LLC under EIN 04-3532603 and plan number 002. The latest loaded filing year is 2023. The filing reports 86,080 participants and $28,649,852,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fmr LLC
EIN
04-3532603
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
86,080
End-of-year plan assets
$28,649,852,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202386,080H, C20241015133940NAL0016510467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,649,852,331
Total liabilities (EOY)
$0
Net assets (EOY)
$28,649,852,331
Net assets (BOY)
$22,953,563,448

Income & contributions

Employer contributions
$1,123,826,214
Participant contributions
$704,167,923
Total contributions
$1,980,092,914
Total income / additions
$6,811,860,476

Expenses & distributions

Benefits paid
$1,103,895,517
Administrative expenses
$0
Total expenses
$1,115,571,593
Net increase / (decrease)
$5,696,288,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$2,466$02023

Related Form 5500 pages