Civic Intelligence

Financial Engines, Inc.

Plan context: Financial Engines 401K Plan

EIN 94-3250323 • 52 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,553

2024 Assets

$500,531,918

2024 Contributions

$43,292,811

Historical Graphs

Total Assets Over Time

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

$500,531,918$250,265,959$0199920122024YearValue
$500,531,918Latest year 2024

Participants Over Time

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

1,5907950199920122024YearValue
1,553Latest 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
202421,553$500,531,918$43,292,811$27,877iApproximate average salary by contribution assumption: employee only about $696,922 at 4% or $464,615 at 6%; with 50% employer match about $464,615 at 4% or $309,743 at 6%; with 100% employer match about $348,461 at 4% or $232,307 at 6%.
Financial Engines 401K Plan-1,553$500,531,918$43,292,811$27,877iApproximate average salary by contribution assumption: employee only about $696,922 at 4% or $464,615 at 6%; with 50% employer match about $464,615 at 4% or $309,743 at 6%; with 100% employer match about $348,461 at 4% or $232,307 at 6%.
Financial Engines Inc. Flexible Benefits Plan-1,552---
202321,537$431,630,096$42,664,250$27,758iApproximate average salary by contribution assumption: employee only about $693,953 at 4% or $462,636 at 6%; with 50% employer match about $462,636 at 4% or $308,424 at 6%; with 100% employer match about $346,977 at 4% or $231,318 at 6%.
Financial Engines 401K Plan-1,532$431,630,096$42,664,250$27,849iApproximate average salary by contribution assumption: employee only about $696,218 at 4% or $464,145 at 6%; with 50% employer match about $464,145 at 4% or $309,430 at 6%; with 100% employer match about $348,109 at 4% or $232,073 at 6%.
Financial Engines Inc. Flexible Benefits Plan-1,537---
202221,590$348,521,737$40,081,666$25,209iApproximate average salary by contribution assumption: employee only about $630,215 at 4% or $420,143 at 6%; with 50% employer match about $420,143 at 4% or $280,095 at 6%; with 100% employer match about $315,107 at 4% or $210,072 at 6%.
Financial Engines 401K Plan-1,582$348,521,737$40,081,666$25,336iApproximate average salary by contribution assumption: employee only about $633,402 at 4% or $422,268 at 6%; with 50% employer match about $422,268 at 4% or $281,512 at 6%; with 100% employer match about $316,701 at 4% or $211,134 at 6%.
Financial Engines Inc. Flexible Benefits Plan-1,590---
202131,465$407,268,077$38,533,034$26,302iApproximate average salary by contribution assumption: employee only about $657,560 at 4% or $438,374 at 6%; with 50% employer match about $438,374 at 4% or $292,249 at 6%; with 100% employer match about $328,780 at 4% or $219,187 at 6%.
Financial Engines 401K Plan-1,465$407,268,077$37,551,156$25,632iApproximate average salary by contribution assumption: employee only about $640,805 at 4% or $427,203 at 6%; with 50% employer match about $427,203 at 4% or $284,802 at 6%; with 100% employer match about $320,402 at 4% or $213,602 at 6%.
Edelman Financial Services LLC 401(K) Plan-0-$981,878-
Financial Engines Inc. Flexible Benefits Plan-1,460---
202031,485$358,595,266$34,955,393$23,539iApproximate average salary by contribution assumption: employee only about $588,475 at 4% or $392,316 at 6%; with 50% employer match about $392,316 at 4% or $261,544 at 6%; with 100% employer match about $294,237 at 4% or $196,158 at 6%.
Financial Engines 401K Plan-1,073$226,054,893$26,398,962$24,603iApproximate average salary by contribution assumption: employee only about $615,074 at 4% or $410,049 at 6%; with 50% employer match about $410,049 at 4% or $273,366 at 6%; with 100% employer match about $307,537 at 4% or $205,025 at 6%.
Edelman Financial Services LLC 401(K) Plan-405$132,540,373$8,556,431$21,127iApproximate average salary by contribution assumption: employee only about $528,175 at 4% or $352,117 at 6%; with 50% employer match about $352,117 at 4% or $234,744 at 6%; with 100% employer match about $264,087 at 4% or $176,058 at 6%.
Financial Engines Inc. Flexible Benefits Plan-1,485---
201921,037$190,348,270$20,956,942$20,209iApproximate average salary by contribution assumption: employee only about $505,230 at 4% or $336,820 at 6%; with 50% employer match about $336,820 at 4% or $224,547 at 6%; with 100% employer match about $252,615 at 4% or $168,410 at 6%.
Financial Engines 401K Plan-1,037$190,348,270$20,956,942$20,209iApproximate average salary by contribution assumption: employee only about $505,230 at 4% or $336,820 at 6%; with 50% employer match about $336,820 at 4% or $224,547 at 6%; with 100% employer match about $252,615 at 4% or $168,410 at 6%.
Financial Engines Inc. Flexible Benefits Plan-1,020---
20182949$143,914,844$18,616,388$19,617iApproximate average salary by contribution assumption: employee only about $490,421 at 4% or $326,947 at 6%; with 50% employer match about $326,947 at 4% or $217,965 at 6%; with 100% employer match about $245,211 at 4% or $163,474 at 6%.
Financial Engines 401K Plan-913$143,914,844$18,616,388$20,390iApproximate average salary by contribution assumption: employee only about $509,759 at 4% or $339,839 at 6%; with 50% employer match about $339,839 at 4% or $226,559 at 6%; with 100% employer match about $254,879 at 4% or $169,920 at 6%.
Financial Engines Inc. Flexible Benefits Plan-949---
20172948$142,799,141$19,283,011$20,341iApproximate average salary by contribution assumption: employee only about $508,518 at 4% or $339,012 at 6%; with 50% employer match about $339,012 at 4% or $226,008 at 6%; with 100% employer match about $254,259 at 4% or $169,506 at 6%.
Financial Engines 401K Plan-936$142,799,141$19,283,011$20,602iApproximate average salary by contribution assumption: employee only about $515,038 at 4% or $343,358 at 6%; with 50% employer match about $343,358 at 4% or $228,906 at 6%; with 100% employer match about $257,519 at 4% or $171,679 at 6%.
Financial Engines Inc. Flexible Benefits Plan-948---
20162898$105,939,101$20,334,691$22,644iApproximate average salary by contribution assumption: employee only about $566,111 at 4% or $377,407 at 6%; with 50% employer match about $377,407 at 4% or $251,605 at 6%; with 100% employer match about $283,055 at 4% or $188,704 at 6%.
Financial Engines 401K Plan-898$105,939,101$20,334,691$22,644iApproximate average salary by contribution assumption: employee only about $566,111 at 4% or $377,407 at 6%; with 50% employer match about $377,407 at 4% or $251,605 at 6%; with 100% employer match about $283,055 at 4% or $188,704 at 6%.
Financial Engines Inc. Flexible Benefits Plan-529---
20152527$82,794,487$10,548,945$20,017iApproximate average salary by contribution assumption: employee only about $500,424 at 4% or $333,616 at 6%; with 50% employer match about $333,616 at 4% or $222,411 at 6%; with 100% employer match about $250,212 at 4% or $166,808 at 6%.
Financial Engines 401K Plan-527$82,794,487$10,548,945$20,017iApproximate average salary by contribution assumption: employee only about $500,424 at 4% or $333,616 at 6%; with 50% employer match about $333,616 at 4% or $222,411 at 6%; with 100% employer match about $250,212 at 4% or $166,808 at 6%.
Financial Engines Inc. Flexible Benefits Plan-468---
20142486$75,466,082$10,694,764$22,006iApproximate average salary by contribution assumption: employee only about $550,142 at 4% or $366,761 at 6%; with 50% employer match about $366,761 at 4% or $244,508 at 6%; with 100% employer match about $275,071 at 4% or $183,381 at 6%.
Financial Engines 401K Plan-486$75,466,082$10,694,764$22,006iApproximate average salary by contribution assumption: employee only about $550,142 at 4% or $366,761 at 6%; with 50% employer match about $366,761 at 4% or $244,508 at 6%; with 100% employer match about $275,071 at 4% or $183,381 at 6%.
Financial Engines Inc. Flexible Benefits Plan-410---
20132436$63,665,956$7,203,529$16,522iApproximate average salary by contribution assumption: employee only about $413,046 at 4% or $275,364 at 6%; with 50% employer match about $275,364 at 4% or $183,576 at 6%; with 100% employer match about $206,523 at 4% or $137,682 at 6%.
Financial Engines 401K Plan-436$63,665,956$7,203,529$16,522iApproximate average salary by contribution assumption: employee only about $413,046 at 4% or $275,364 at 6%; with 50% employer match about $275,364 at 4% or $183,576 at 6%; with 100% employer match about $206,523 at 4% or $137,682 at 6%.
Financial Engines Inc. Flexible Benefits Plan-387---
20122389$47,396,984$6,356,231$16,340iApproximate average salary by contribution assumption: employee only about $408,498 at 4% or $272,332 at 6%; with 50% employer match about $272,332 at 4% or $181,555 at 6%; with 100% employer match about $204,249 at 4% or $136,166 at 6%.
Financial Engines 401K Plan-386$47,396,984$6,356,231$16,467iApproximate average salary by contribution assumption: employee only about $411,673 at 4% or $274,449 at 6%; with 50% employer match about $274,449 at 4% or $182,966 at 6%; with 100% employer match about $205,836 at 4% or $137,224 at 6%.
Financial Engines Inc. Flexible Benefits Plan-389---
20112352$37,259,102$5,459,391$15,510iApproximate average salary by contribution assumption: employee only about $387,741 at 4% or $258,494 at 6%; with 50% employer match about $258,494 at 4% or $172,329 at 6%; with 100% employer match about $193,870 at 4% or $129,247 at 6%.
Financial Engines 401K Plan-350$37,259,102$5,459,391$15,598iApproximate average salary by contribution assumption: employee only about $389,957 at 4% or $259,971 at 6%; with 50% employer match about $259,971 at 4% or $173,314 at 6%; with 100% employer match about $194,978 at 4% or $129,986 at 6%.
Financial Engines Inc. Flexible Benefits Plan-352---
20102299$33,492,456$4,676,922$15,642iApproximate average salary by contribution assumption: employee only about $391,047 at 4% or $260,698 at 6%; with 50% employer match about $260,698 at 4% or $173,799 at 6%; with 100% employer match about $195,523 at 4% or $130,349 at 6%.
Financial Engines 401K Plan-289$33,492,456$4,676,922$16,183iApproximate average salary by contribution assumption: employee only about $404,578 at 4% or $269,719 at 6%; with 50% employer match about $269,719 at 4% or $179,812 at 6%; with 100% employer match about $202,289 at 4% or $134,859 at 6%.
Financial Engines Inc. Flexible Benefits Plan-299---
20092282$25,552,013$3,460,308$12,271iApproximate average salary by contribution assumption: employee only about $306,765 at 4% or $204,510 at 6%; with 50% employer match about $204,510 at 4% or $136,340 at 6%; with 100% employer match about $153,382 at 4% or $102,255 at 6%.
Financial Engines 401K Plan-247$25,552,013$3,460,308$14,009iApproximate average salary by contribution assumption: employee only about $350,234 at 4% or $233,489 at 6%; with 50% employer match about $233,489 at 4% or $155,659 at 6%; with 100% employer match about $175,117 at 4% or $116,745 at 6%.
Financial Engines Inc. Flexible Benefits Plan-282---
20082251$18,140,755$3,524,145$14,040iApproximate average salary by contribution assumption: employee only about $351,010 at 4% or $234,007 at 6%; with 50% employer match about $234,007 at 4% or $156,005 at 6%; with 100% employer match about $175,505 at 4% or $117,003 at 6%.
Financial Engines 401K Plan-251$18,140,755$3,524,145$14,040iApproximate average salary by contribution assumption: employee only about $351,010 at 4% or $234,007 at 6%; with 50% employer match about $234,007 at 4% or $156,005 at 6%; with 100% employer match about $175,505 at 4% or $117,003 at 6%.
Financial Engines Inc. Flexible Benefits Plan-245---
20072229$23,879,283$3,448,608$15,059iApproximate average salary by contribution assumption: employee only about $376,486 at 4% or $250,990 at 6%; with 50% employer match about $250,990 at 4% or $167,327 at 6%; with 100% employer match about $188,243 at 4% or $125,495 at 6%.
Financial Engines 401K Plan-228$23,879,283$3,448,608$15,125iApproximate average salary by contribution assumption: employee only about $378,137 at 4% or $252,091 at 6%; with 50% employer match about $252,091 at 4% or $168,061 at 6%; with 100% employer match about $189,068 at 4% or $126,046 at 6%.
Financial Engines Inc. Flexible Benefits Plan-229---
20062216$19,469,550$3,778,004$17,491iApproximate average salary by contribution assumption: employee only about $437,269 at 4% or $291,513 at 6%; with 50% employer match about $291,513 at 4% or $194,342 at 6%; with 100% employer match about $218,634 at 4% or $145,756 at 6%.
Financial Engines 401K Plan-196$19,469,550$3,778,004$19,276iApproximate average salary by contribution assumption: employee only about $481,888 at 4% or $321,259 at 6%; with 50% employer match about $321,259 at 4% or $214,173 at 6%; with 100% employer match about $240,944 at 4% or $160,629 at 6%.
Financial Engines Inc. Flexible Benefits Plan-216---
20052201$14,155,061$2,329,172$11,588iApproximate average salary by contribution assumption: employee only about $289,698 at 4% or $193,132 at 6%; with 50% employer match about $193,132 at 4% or $128,755 at 6%; with 100% employer match about $144,849 at 4% or $96,566 at 6%.
Financial Engines 401K Plan-170$14,155,061$2,329,172$13,701iApproximate average salary by contribution assumption: employee only about $342,525 at 4% or $228,350 at 6%; with 50% employer match about $228,350 at 4% or $152,233 at 6%; with 100% employer match about $171,263 at 4% or $114,175 at 6%.
Financial Engines Inc. Flexible Benefits Plan-201---
20042277$11,589,244$2,120,211$7,654iApproximate average salary by contribution assumption: employee only about $191,355 at 4% or $127,570 at 6%; with 50% employer match about $127,570 at 4% or $85,047 at 6%; with 100% employer match about $95,677 at 4% or $63,785 at 6%.
Financial Engines 401K Plan-175$11,589,244$2,120,211$12,115iApproximate average salary by contribution assumption: employee only about $302,887 at 4% or $201,925 at 6%; with 50% employer match about $201,925 at 4% or $134,617 at 6%; with 100% employer match about $151,444 at 4% or $100,962 at 6%.
Financial Engines Inc. Flexible Benefits Plan-277---
20032266$8,636,536$1,600,165$6,016iApproximate average salary by contribution assumption: employee only about $150,391 at 4% or $100,261 at 6%; with 50% employer match about $100,261 at 4% or $66,841 at 6%; with 100% employer match about $75,196 at 4% or $50,130 at 6%.
Financial Engines 401K Plan-149$8,636,536$1,600,165$10,739iApproximate average salary by contribution assumption: employee only about $268,484 at 4% or $178,989 at 6%; with 50% employer match about $178,989 at 4% or $119,326 at 6%; with 100% employer match about $134,242 at 4% or $89,495 at 6%.
Financial Engines Inc. Flexible Benefits Plan-266---
20022172$5,378,038$1,491,904$8,674iApproximate average salary by contribution assumption: employee only about $216,847 at 4% or $144,564 at 6%; with 50% employer match about $144,564 at 4% or $96,376 at 6%; with 100% employer match about $108,423 at 4% or $72,282 at 6%.
Financial Engines 401K Plan-145$5,378,038$1,491,904$10,289iApproximate average salary by contribution assumption: employee only about $257,225 at 4% or $171,483 at 6%; with 50% employer match about $171,483 at 4% or $114,322 at 6%; with 100% employer match about $128,612 at 4% or $85,742 at 6%.
Financial Engines Inc. Flexible Benefits Plan-172---
20012201$4,931,364$1,854,935$9,229iApproximate average salary by contribution assumption: employee only about $230,713 at 4% or $153,809 at 6%; with 50% employer match about $153,809 at 4% or $102,539 at 6%; with 100% employer match about $115,357 at 4% or $76,904 at 6%.
Financial Engines 401K Plan-181$4,931,364$1,854,935$10,248iApproximate average salary by contribution assumption: employee only about $256,206 at 4% or $170,804 at 6%; with 50% employer match about $170,804 at 4% or $113,870 at 6%; with 100% employer match about $128,103 at 4% or $85,402 at 6%.
Financial Engines Inc. Flexible Benefits Plan-201---
20001203$3,621,918$2,425,982$11,951iApproximate average salary by contribution assumption: employee only about $298,766 at 4% or $199,178 at 6%; with 50% employer match about $199,178 at 4% or $132,785 at 6%; with 100% employer match about $149,383 at 4% or $99,589 at 6%.
Financial Engines 401K Plan-203$3,621,918$2,425,982$11,951iApproximate average salary by contribution assumption: employee only about $298,766 at 4% or $199,178 at 6%; with 50% employer match about $199,178 at 4% or $132,785 at 6%; with 100% employer match about $149,383 at 4% or $99,589 at 6%.
19991115$1,658,844$797,626$6,936iApproximate average salary by contribution assumption: employee only about $173,397 at 4% or $115,598 at 6%; with 50% employer match about $115,598 at 4% or $77,065 at 6%; with 100% employer match about $86,698 at 4% or $57,799 at 6%.
Financial Engines 401K Plan-115$1,658,844$797,626$6,936iApproximate average salary by contribution assumption: employee only about $173,397 at 4% or $115,598 at 6%; with 50% employer match about $115,598 at 4% or $77,065 at 6%; with 100% employer match about $86,698 at 4% or $57,799 at 6%.