Civic Intelligence

Fmr LLC

Plan context: Fidelity Retirement Savings Plan

EIN 04-3532603 • 229 filings • 22 plans

Current Snapshot

Latest Year

2024

2024 Participants

69,196

2024 Assets

$35,339,822,295

2024 Contributions

$2,301,972,198

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$35,339,822,295$17,669,911,148$0200820162024YearValue
$35,339,822,295Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

85,61242,8060200620162024YearValue
69,196Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241469,196$35,339,822,295$2,301,972,198$33,267iApproximate average salary by contribution assumption: employee only about $831,685 at 4% or $554,457 at 6%; with 50% employer match about $554,457 at 4% or $369,638 at 6%; with 100% employer match about $415,843 at 4% or $277,228 at 6%.
Fidelity Retirement Savings Plan-68,838$34,201,609,937$2,196,238,126$31,904iApproximate average salary by contribution assumption: employee only about $797,611 at 4% or $531,741 at 6%; with 50% employer match about $531,741 at 4% or $354,494 at 6%; with 100% employer match about $398,806 at 4% or $265,870 at 6%.
Fidelity Retiree Health Reimbursement Plan-69,196$953,642,959$335,751$5iApproximate average salary by contribution assumption: employee only about $121 at 4% or $81 at 6%; with 50% employer match about $81 at 4% or $54 at 6%; with 100% employer match about $61 at 4% or $40 at 6%.
Fidelity Advantage 401(K)-13,825$184,569,399$105,398,321$7,624iApproximate average salary by contribution assumption: employee only about $190,594 at 4% or $127,062 at 6%; with 50% employer match about $127,062 at 4% or $84,708 at 6%; with 100% employer match about $95,297 at 4% or $63,531 at 6%.
Fidelity Group Employees Life Insurance Plan-67,516---
Fidelity Group Legal Plan-14,696---
Fidelity Group Long-Term Care Insurance Plan-495---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-67,597---
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
Fidelity 2021 Voluntary Buyout Opportunity Plan-0---
Fidelity Group Employees Disability Plan-67,113---
Fidelity Group Employees Short-Term Disability Plan-68,558---
Fidelity Health Care Access Plan-155---
Fidelity Employees Business Travel Accident Insurance Plan-67,516---
Fidelity Severance Plan-0---
20231466,924$29,629,106,096$2,039,533,920$30,475iApproximate average salary by contribution assumption: employee only about $761,884 at 4% or $507,923 at 6%; with 50% employer match about $507,923 at 4% or $338,615 at 6%; with 100% employer match about $380,942 at 4% or $253,961 at 6%.
Fidelity Retirement Savings Plan-66,924$28,649,852,331$1,980,092,914$29,587iApproximate average salary by contribution assumption: employee only about $739,680 at 4% or $493,120 at 6%; with 50% employer match about $493,120 at 4% or $328,747 at 6%; with 100% employer match about $369,840 at 4% or $246,560 at 6%.
Fidelity Retiree Health Reimbursement Plan-56,002$894,505,364--
Fidelity Advantage 401(K)-8,955$84,748,401$59,441,006$6,638iApproximate average salary by contribution assumption: employee only about $165,944 at 4% or $110,629 at 6%; with 50% employer match about $110,629 at 4% or $73,753 at 6%; with 100% employer match about $82,972 at 4% or $55,315 at 6%.
Fidelity Severance Plan-0---
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
Fidelity 2021 Voluntary Buyout Opportunity Plan-0---
Fidelity Employees Business Travel Accident Insurance Plan-65,117---
Fidelity Health Care Access Plan-168---
Fidelity Group Long-Term Care Insurance Plan-602---
Fidelity Group Employees Disability Plan-64,637---
Fidelity Group Employees Short-Term Disability Plan-65,755---
Fidelity Group Employees Life Insurance Plan-65,117---
Fidelity Group Legal Plan-12,899---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-65,332---
20221462,289$23,826,149,040$1,780,974,249$28,592iApproximate average salary by contribution assumption: employee only about $714,803 at 4% or $476,535 at 6%; with 50% employer match about $476,535 at 4% or $317,690 at 6%; with 100% employer match about $357,401 at 4% or $238,268 at 6%.
Fidelity Retirement Savings Plan-62,289$22,953,563,448$1,610,841,302$25,861iApproximate average salary by contribution assumption: employee only about $646,519 at 4% or $431,013 at 6%; with 50% employer match about $431,013 at 4% or $287,342 at 6%; with 100% employer match about $323,260 at 4% or $215,506 at 6%.
Fidelity Retiree Health Reimbursement Plan-47,035$846,203,164$145,428,536$3,092iApproximate average salary by contribution assumption: employee only about $77,298 at 4% or $51,532 at 6%; with 50% employer match about $51,532 at 4% or $34,355 at 6%; with 100% employer match about $38,649 at 4% or $25,766 at 6%.
Fidelity Advantage 401(K)-4,841$26,382,428$24,704,411$5,103iApproximate average salary by contribution assumption: employee only about $127,579 at 4% or $85,053 at 6%; with 50% employer match about $85,053 at 4% or $56,702 at 6%; with 100% employer match about $63,790 at 4% or $42,526 at 6%.
Fidelity Severance Plan-0---
Fidelity Health Care Access Plan-182---
Fidelity Group Long-Term Care Insurance Plan-638---
Fidelity Group Legal Plan-10,621---
Fidelity Group Employees Short-Term Disability Plan-60,286---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-59,680---
Fidelity Group Employees Life Insurance Plan-59,341---
Fidelity Group Employees Disability Plan-58,578---
Fidelity Employees Business Travel Accident Insurance Plan-59,341---
Fidelity 2021 Voluntary Buyout Opportunity Plan-0---
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
20211452,036$28,573,929,276$1,408,292,939$27,064iApproximate average salary by contribution assumption: employee only about $676,596 at 4% or $451,064 at 6%; with 50% employer match about $451,064 at 4% or $300,709 at 6%; with 100% employer match about $338,298 at 4% or $225,532 at 6%.
Fidelity Retirement Savings Plan-52,036$27,783,364,514$1,390,294,414$26,718iApproximate average salary by contribution assumption: employee only about $667,948 at 4% or $445,299 at 6%; with 50% employer match about $445,299 at 4% or $296,866 at 6%; with 100% employer match about $333,974 at 4% or $222,649 at 6%.
Fidelity Retiree Health Reimbursement Plan-31,810$785,854,843$13,397,095$421iApproximate average salary by contribution assumption: employee only about $10,529 at 4% or $7,019 at 6%; with 50% employer match about $7,019 at 4% or $4,680 at 6%; with 100% employer match about $5,264 at 4% or $3,510 at 6%.
Fidelity Advantage 401(K)-1,288$4,709,919$4,601,430$3,573iApproximate average salary by contribution assumption: employee only about $89,313 at 4% or $59,542 at 6%; with 50% employer match about $59,542 at 4% or $39,695 at 6%; with 100% employer match about $44,657 at 4% or $29,771 at 6%.
Fidelity 2021 Voluntary Buyout Opportunity Plan-0---
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
Fidelity Employees Business Travel Accident Insurance Plan-50,104---
Fidelity Group Employees Disability Plan-49,344---
Fidelity Group Employees Life Insurance Plan-49,048---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-49,231---
Fidelity Group Employees Short-Term Disability Plan-48,916---
Fidelity Group Legal Plan-8,993---
Fidelity Group Long-Term Care Insurance Plan-638---
Fidelity Health Care Access Plan-195---
Fidelity Severance Plan-0---
20201385,612$25,064,440,629$1,210,170,978$14,136iApproximate average salary by contribution assumption: employee only about $353,388 at 4% or $235,592 at 6%; with 50% employer match about $235,592 at 4% or $157,061 at 6%; with 100% employer match about $176,694 at 4% or $117,796 at 6%.
Fidelity Retirement Savings Plan-44,912$24,332,734,660$1,210,170,978$26,945iApproximate average salary by contribution assumption: employee only about $673,635 at 4% or $449,090 at 6%; with 50% employer match about $449,090 at 4% or $299,393 at 6%; with 100% employer match about $336,817 at 4% or $224,545 at 6%.
Fidelity Retiree Health Reimbursement Plan-31,900$731,705,969--
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
Fidelity Employees Business Travel Accident Insurance Plan-41,529---
Fidelity Group Employees Disability Plan-40,920---
Fidelity Group Employees Life Insurance Plan-40,987---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-41,529---
Fidelity Group Employees Short-Term Disability Plan-40,304---
Fidelity Group Legal Plan-8,335---
Fidelity Group Long-Term Care Insurance Plan-638---
Fidelity Health Care Access Plan-187---
Fidelity Severance Plan-0---
Fidelity Group Variable Life Insurance Plan-85,612---
20191479,341$20,994,500,667$1,089,726,746$13,735iApproximate average salary by contribution assumption: employee only about $343,368 at 4% or $228,912 at 6%; with 50% employer match about $228,912 at 4% or $152,608 at 6%; with 100% employer match about $171,684 at 4% or $114,456 at 6%.
Fidelity Retirement Savings Plan-41,419$20,317,547,857$1,089,689,427$26,309iApproximate average salary by contribution assumption: employee only about $657,723 at 4% or $438,482 at 6%; with 50% employer match about $438,482 at 4% or $292,321 at 6%; with 100% employer match about $328,862 at 4% or $219,241 at 6%.
Fidelity Retiree Health Reimbursement Plan-30,413$676,952,810$37,319$1iApproximate average salary by contribution assumption: employee only about $31 at 4% or $20 at 6%; with 50% employer match about $20 at 4% or $14 at 6%; with 100% employer match about $15 at 4% or $10 at 6%.
Fidelity Severance Plan-0---
Fidelity Group Legal Plan-4,764---
Fidelity Group Long-Term Care Insurance Plan-638---
Fidelity Group Variable Life Insurance Plan-79,341---
Fidelity Health Care Access Plan-182---
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
Fidelity Employees Business Travel Accident Insurance Plan-38,349---
Fidelity Group Employees Disability Plan-37,909---
Fidelity Group Employees Life Insurance Plan-37,910---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-31,923---
Fidelity Group Employees Short-Term Disability Plan-37,351---
Health & Wellness Plan-33,442---
20181374,540$16,729,160,695$1,057,249,331$14,184iApproximate average salary by contribution assumption: employee only about $354,591 at 4% or $236,394 at 6%; with 50% employer match about $236,394 at 4% or $157,596 at 6%; with 100% employer match about $177,296 at 4% or $118,197 at 6%.
Fidelity Retirement Savings Plan-39,242$16,119,398,751$998,132,389$25,435iApproximate average salary by contribution assumption: employee only about $635,883 at 4% or $423,922 at 6%; with 50% employer match about $423,922 at 4% or $282,615 at 6%; with 100% employer match about $317,941 at 4% or $211,961 at 6%.
Fidelity Retiree Health Reimbursement Plan-30,321$609,761,944$59,116,942$1,950iApproximate average salary by contribution assumption: employee only about $48,743 at 4% or $32,495 at 6%; with 50% employer match about $32,495 at 4% or $21,663 at 6%; with 100% employer match about $24,371 at 4% or $16,248 at 6%.
Fidelity Employees Business Travel Accident Insurance Plan-36,313---
Fidelity Group Employees Disability Plan-36,313---
Fidelity Group Employees Life Insurance Plan-35,819---
Fidelity Health Care Access Plan-148---
Fidelity Group Employees Short-Term Disability Plan-35,635---
Fidelity Group Long-Term Care Insurance Plan-638---
Health & Wellness Plan-30,221---
Fidelity Group Variable Life Insurance Plan-74,540---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-30,221---
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
Fidelity Severance Plan-0---
20171373,726$17,841,717,767$1,016,441,329$13,787iApproximate average salary by contribution assumption: employee only about $344,669 at 4% or $229,779 at 6%; with 50% employer match about $229,779 at 4% or $153,186 at 6%; with 100% employer match about $172,334 at 4% or $114,890 at 6%.
Fidelity Retirement Savings Plan-38,811$17,265,509,336$1,001,390,748$25,802iApproximate average salary by contribution assumption: employee only about $645,043 at 4% or $430,029 at 6%; with 50% employer match about $430,029 at 4% or $286,686 at 6%; with 100% employer match about $322,522 at 4% or $215,014 at 6%.
Fidelity Retiree Health Reimbursement Plan-29,856$576,208,431$15,050,581$504iApproximate average salary by contribution assumption: employee only about $12,603 at 4% or $8,402 at 6%; with 50% employer match about $8,402 at 4% or $5,601 at 6%; with 100% employer match about $6,301 at 4% or $4,201 at 6%.
Fidelity Employees Business Travel Accident Insurance Plan-35,950---
Fidelity Group Employees Disability Plan-35,599---
Fidelity Group Employees Life Insurance Plan-35,789---
Fidelity Group Employees Short-Term Disability Plan-36,046---
Fidelity Group Long-Term Care Insurance Plan-638---
Fidelity Group Variable Life Insurance Plan-73,726---
Fidelity Health Care Access Plan-0---
Health & Wellness Plan-35,853---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-32,121---
Fidelity 2017 Voluntary Buyout Opportunity Plan-0---
Fidelity Severance Plan-0---
20161276,291$15,214,314,178$1,028,865,339$13,486iApproximate average salary by contribution assumption: employee only about $337,152 at 4% or $224,768 at 6%; with 50% employer match about $224,768 at 4% or $149,845 at 6%; with 100% employer match about $168,576 at 4% or $112,384 at 6%.
Fidelity Retirement Savings Plan-41,279$14,730,835,962$978,856,566$23,713iApproximate average salary by contribution assumption: employee only about $592,830 at 4% or $395,220 at 6%; with 50% employer match about $395,220 at 4% or $263,480 at 6%; with 100% employer match about $296,415 at 4% or $197,610 at 6%.
Fidelity Employees Business Travel Accident Insurance Plan-38,655---
Fidelity Group Employees Disability Plan-38,359---
Fidelity Group Employees Life Insurance Plan-38,520---
Fidelity Group Employees Medical, Dental and Cafeteria Plan-32,816---
Fidelity Group Employees Short-Term Disability Plan-38,359---
Fidelity Group Long-Term Care Insurance Plan-862---
Fidelity Group Variable Life Insurance Plan-76,291---
Fidelity Health Care Access Plan-0---
Health & Wellness Plan-38,613---
Fidelity Severance Plan-38,381---
20151271,909$14,027,234,939$1,009,136,062$14,034iApproximate average salary by contribution assumption: employee only about $350,838 at 4% or $233,892 at 6%; with 50% employer match about $233,892 at 4% or $155,928 at 6%; with 100% employer match about $175,419 at 4% or $116,946 at 6%.
20141235,224$13,622,120,280$956,993,605$27,169iApproximate average salary by contribution assumption: employee only about $679,220 at 4% or $452,813 at 6%; with 50% employer match about $452,813 at 4% or $301,875 at 6%; with 100% employer match about $339,610 at 4% or $226,407 at 6%.
20131238,513$12,587,228,640$913,331,754$23,715iApproximate average salary by contribution assumption: employee only about $592,872 at 4% or $395,248 at 6%; with 50% employer match about $395,248 at 4% or $263,499 at 6%; with 100% employer match about $296,436 at 4% or $197,624 at 6%.
20121238,859$10,172,440,128$783,384,553$20,160iApproximate average salary by contribution assumption: employee only about $503,992 at 4% or $335,994 at 6%; with 50% employer match about $335,994 at 4% or $223,996 at 6%; with 100% employer match about $251,996 at 4% or $167,997 at 6%.
20111337,221$8,730,032,573$794,324,116$21,341iApproximate average salary by contribution assumption: employee only about $533,519 at 4% or $355,679 at 6%; with 50% employer match about $355,679 at 4% or $237,119 at 6%; with 100% employer match about $266,759 at 4% or $177,840 at 6%.
20101336,054$8,707,237,299$713,132,065$19,780iApproximate average salary by contribution assumption: employee only about $494,489 at 4% or $329,659 at 6%; with 50% employer match about $329,659 at 4% or $219,773 at 6%; with 100% employer match about $247,244 at 4% or $164,830 at 6%.
20091339,298$7,440,294,604$742,613,422$18,897iApproximate average salary by contribution assumption: employee only about $472,424 at 4% or $314,950 at 6%; with 50% employer match about $314,950 at 4% or $209,966 at 6%; with 100% employer match about $236,212 at 4% or $157,475 at 6%.
20081243,642$5,725,534,953$1,380,603,047$31,635iApproximate average salary by contribution assumption: employee only about $790,868 at 4% or $527,246 at 6%; with 50% employer match about $527,246 at 4% or $351,497 at 6%; with 100% employer match about $395,434 at 4% or $263,623 at 6%.
2006945,925$0$0-