Fisher Asset Management 401(k) plan

Fisher Asset Management, LLC (Fisher Investments), Plano, TX. EIN 20-2480800. Annual reports 2009–2025.

Fisher Asset Management, LLC (Fisher Investments) has one active retirement plan on file, the Fisher Investments 401(k) Plan, with 5,867 participants and $1.6 billion in assets in 2025. Schwab has been its recordkeeper since 2013. No traditional pension plan appears in Fisher Asset Management's filings since 2009.

Active plans: 1
Participants: 5,867
Plan assets: $1.6 billion
401(k) recordkeeper: Schwab
Plans on file: 1
Industry: Finance and insurance

The plan

Fisher Investments 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 20-2480800
Participants (2025): 5,867
Net assets (2025): $1.6 billion
Recordkeeper: Schwab2013–2025
Plan administrator: Fisher Asset Management, LLC (Fisher Investments)
6500 International Parkway
Plano, TX 75093
(800) 851-8845As filed for 2025
In effect since: January 1, 1997

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,867	$1.6 billion	Schwab
2024	5,627	$1.2 billion	Schwab
2023	4,857	$954 million	Schwab
2022	4,876	$658 million	Schwab
2021	4,125	$818 million	Schwab
2020	3,443	$619 million	Schwab
2019	3,168	$461 million	Schwab
2018	2,837	$312 million	Schwab
2017	2,327	$313 million	Schwab
2016	2,087	$232 million	Schwab
2015	1,956	$196 million	Schwab
2014	1,808	$179 million	Schwab
2013	1,519	$151 million	Schwab
2012	1,275	$112 million	not listed
2011	1,267	$90.3 million	not listed
2010	1,167	$88.4 million	not listed
2009	1,053	$66.9 million	not listed

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Fisher Investments 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 851-8845). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Fisher Investments 401(k) Plan

If you had money in one of these plans

What these numbers are

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