My Plan Facts

Employers › California

Employer · plans filed under one EIN

Fenwick & West LLP

Mountain View, CA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$747Mnet assets across plans
2,068participant records1,280 active
$24.1Memployer contributions, latest plan years$18,833 per active record
$329KSchedule C compensation to organisations$159.03 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Fenwick & West LLP's employer identification number (Mountain View, California). Their latest filings total 2,068 participant records and $747M in net assets.

The largest is Fenwick & West LLP 401(k) Retirement Savings Plan, a 401(k) plan with 1,905 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $24.1M and participant contributions $20.4M in the latest plan years; benefits paid were $97.5M. Schedule C compensation reported to service provider organisations totalled $329K.

Combined net assets moved from $52.2M in 2009 to $747M in 2024 (up 1330%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Fenwick & West LLP 401(k) Retirement Savings Plan401(k) plan20241,905$687M$360,598$10,115$123K
Fenwick & West LLP Partners' Pension Plan IIcash balance pension plan2024163$59.9M$367,727$84,510$205K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $52.2M2010: $68.1M2011: $71.3M2012: $86.0M2013: $111M2014: $126M2015: $131M2016: $286M2017: $348M2018: $364M2019: $465M2020: $554M2021: $654M2022: $551M2023: $678M2024: $747M$52.2M$747M20092012201620202024
Combined net assets
2009: 8832010: 9492011: 1,0102012: 1,1012013: 1,0822014: 1,1512015: 1,2592016: 1,3592017: 1,4282018: 1,5302019: 1,7432020: 1,7822021: 2,0582022: 2,1882023: 2,1912024: 2,0688832,1912,06820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,068$747M$24.1M$20.4M
202322,191$678M$26.4M$20.3M
202222,188$551M$24.2M$18.2M
202122,058$654M$19.0M$16.5M
202021,782$554M$20.0M$14.2M
201921,743$465M$19.1M$13.2M
201811,530$364M$7.9M$12.3M
201711,428$348M$9.3M$11.1M
201611,359$286M$8.3M$10.5M
201511,259$131M$13K$9.8M
201411,151$126M$0$8.6M
201311,082$111M$3,000$7.9M
201211,101$86.0M$0$7.3M
201111,010$71.3M$13K$6.6M
20101949$68.1M$1,000$5.8M
20091883$52.2M$12K$5.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Cerity Partners LLCInvestment advisory (plan)1$203,166
Strategic Advisors, Inc.Investment advisory (plan)1$68,212
Moss Adams LLPAccounting (including auditing)1$47,061
Gallagher Benefit Services, Inc.Consulting (general)1$8,160
Charles Schwab & Co., Inc.—1$2,278
Fidelity Investments InstitutionalParticipant loan processing1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Cerity Partners LLC$203K
Strategic Advisors, Inc.$68K
Moss Adams LLP$47K
Gallagher Benefit Services, Inc.$8,160
Charles Schwab & Co., Inc.$2,278
Fidelity Investments Institutional$0

Questions and answers

How many retirement plans does Fenwick & West LLP have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Fenwick & West LLP 401(k) Retirement Savings Plan and Fenwick & West LLP Partners' Pension Plan II. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Fenwick & West LLP contribute to its plans?

$24,106,733 in employer contributions across these plans in their latest plan years, about $18,833 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Cerity Partners LLC, Strategic Advisors, Inc., Moss Adams LLP and Gallagher Benefit Services, Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.