Filings through .
Fid Inv Inst Ops Co
Matched across 45 name variants in the filings
Fid Inv Inst Ops Co summary
Fid Inv Inst Ops Co appears on 290 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $499.0B in assets for 3,996,884 participants. The median client plan holds $288M. Most client plans are sponsored in CA, TX and MA. The largest clients by plan assets are FMR LLC, Apple Inc. and Pfizer Inc.. Plans reported $90.7M in direct and indirect compensation paid to Fid Inv Inst Ops Co. The median is $73K per plan.
- Participants
- 3,996,884
- Median plan assets
- $288M
- Median plan participants
- 2,927
- Median fees per plan
- $73K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| FMR LLC | MA | $40.9B | 97,360 |
| Apple Inc. | CA | $30.8B | 147,655 |
| Pfizer Inc. | NY | $24.2B | 51,853 |
| Walgreen Co. | IL | $15.7B | 240,231 |
| Ath Holding Company, LLC | IN | $13.3B | 91,131 |
| The Kroger Co. | OH | $13.1B | 413,480 |
| Deere & Company | IL | $12.9B | 26,538 |
| Liberty Mutual Group Inc., plan 002 | MA | $12.7B | 48,393 |
| Duke University | NC | $12.5B | 73,001 |
| Shell USA, Inc. | TX | $12.5B | 22,944 |
| United Airlines, Inc., plan 222 | IL | $11.7B | 94,700 |
| GE Healthcare Technologies Inc. | IL | $11.4B | 50,690 |
| HP Inc. | TX | $10.9B | 33,749 |
| Commonspirit Health | CO | $10.5B | 129,374 |
| Astrazeneca Pharmaceuticals LP | DE | $9.6B | 27,192 |
| Hewlett Packard Enterprise | TX | $9.5B | 31,027 |
| Warner Bros. Discovery, Inc. | NY | $9.2B | 38,868 |
| Nationwide Mutual Insurance Company | OH | $9.0B | 38,817 |
| Intel Corporation | CA | $7.5B | 26,347 |
| Liberty Mutual Group Inc., plan 001 | MA | $6.6B | 71,452 |
| Becton, Dickinson and Company | NJ | $6.5B | 31,746 |
| United Airlines, Inc., plan 008 | IL | $6.1B | 34,929 |
| Nike, Inc. | OR | $5.9B | 48,256 |
| Banner Health | AZ | $5.8B | 73,868 |
| Kimberly-Clark Corporation | WI | $5.5B | 16,499 |
- FMR LLC$40.9BMAParticipants 97,360
- Apple Inc.$30.8BCAParticipants 147,655
- Pfizer Inc.$24.2BNYParticipants 51,853
- Walgreen Co.$15.7BILParticipants 240,231
- Ath Holding Company, LLC$13.3BINParticipants 91,131
- The Kroger Co.$13.1BOHParticipants 413,480
- Deere & Company$12.9BILParticipants 26,538
- MAParticipants 48,393
- Duke University$12.5BNCParticipants 73,001
- Shell USA, Inc.$12.5BTXParticipants 22,944
- ILParticipants 94,700
- ILParticipants 50,690
- HP Inc.$10.9BTXParticipants 33,749
- Commonspirit Health$10.5BCOParticipants 129,374
- DEParticipants 27,192
- TXParticipants 31,027
- NYParticipants 38,868
- OHParticipants 38,817
- Intel Corporation$7.5BCAParticipants 26,347
- MAParticipants 71,452
- NJParticipants 31,746
- ILParticipants 34,929
- Nike, Inc.$5.9BORParticipants 48,256
- Banner Health$5.8BAZParticipants 73,868
- WIParticipants 16,499
Top client states
- CA29 plans
- TX24 plans
- MA23 plans
- NY21 plans
- OH17 plans
Frequently asked questions
- Who uses Fid Inv Inst Ops Co?
- 290 retirement plans list Fid Inv Inst Ops Co as a service provider on Schedule C of Form 5500. The largest clients by plan assets include FMR LLC, Apple Inc., Pfizer Inc., Walgreen Co. and Ath Holding Company, LLC. Most client plans are sponsored in CA, TX and MA.
- How many plans does Fid Inv Inst Ops Co serve?
- Fid Inv Inst Ops Co serves 290 retirement plans with $499.0B in plan assets and 3,996,884 participants, based on the latest Form 5500 filings through 2024.
- What does Fid Inv Inst Ops Co charge?
- Plans reported $90.7M in total Schedule C compensation paid to Fid Inv Inst Ops Co. The median plan paid $73K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served290+11 YoYRank #82 of mapped providers
Assets under administration$499.0B0.5%Rank #29 by share of filed assets
Fees received$91MMedian $72,728/planSum across Schedule C direct + indirect
Net wins YoY+631 won - 25 lostPlan-level switch detection
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