401(k) · DOL Form 5500 · 2022

Fidelity Workplace Services LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,940
Participants Near avg headcount
81st
Percentile by assets National rank
$13,599
Avg per participant Low balance/head
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Official DOL plan name: Fidelity Advantage 401(k) · Sponsored by Fidelity Workplace Services LLC · Massachusetts · Finance & Insurance

$26M in assets, 1,940 participants

Fidelity Workplace Services LLC's Fidelity Advantage 401(k) reported $26M in total assets and 1,940 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,454 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Fidelity Advantage 401(k) covers 1,940 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $26M.

#6,454
in Finance & Insurance (9,261 peers)
+460.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fidelity Advantage 401(k)'s outsized position by total assets

Fidelity Advantage 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,382,428 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Fidelity Advantage 401(k)'s large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Advantage 401(k) lands in the large band (1,940 participants).

Form 5500 schedule snapshot

Filing strip 043532603 · Fidelity Workplace Services LLC PY 2022 · 401(k)

Fidelity Advantage 401(k) · $26M · 1,940 · 81st

  • SCH $26M
  • EBSA 1,940
  • PART 81st
  • TYPE 401(k)
  • NET near Akers Packaging Service, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #6454

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Massachusetts →

Fidelity Advantage 401(k) in the asset neighbourhood

Members Cooperative Credit Union 401(k) Savings PlanMembers Cooperative Credit U…$26MFidelity Advantage 401(k)$26MAkers Packaging Service, Inc. 401(k) Profit Sharing PlanAkers Packaging Service, Inc…$26MGoldsboro Pediatrics, P.a. 40l(K) Profit Sharing PlanGoldsboro Pediatrics, P.a. 4…$26MKaiserair, Inc. Savings and Profit Sharing PlanKaiserair, Inc. Savings and …$26M
End-of-year total assets ($M) among Fidelity Advantage 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$26M
Net Income$22M
Employer EIN043532603
Plan Effective Date2021-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Workplace Services LLC)

Sponsor-wide plan assets over time

All Fidelity Workplace Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34.4B 49.635597583859166% vs 2022
2024 filing year
$20B$25B$30B$35B$40B 202220232024 $23B $34.4B ▲ +49.7%
Year Plans Participants Total Assets
2022 2 53,976 $23.0B
2023 2 68,110 $28.7B
2024 2 75,862 $34.4B

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fidelity Advantage 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Fidelity Advantage 401(k), Total assets ($B): 0.026382428 · Participants: 1940Fidelity Advantage 401(k)Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Fidelity Advantage 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Fidelity Advantage 401(k) side-by-side with 3 peers →

Fidelity Advantage 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Akers Packaging Service, Inc. 401(k) Profit Sharing Plan in OH ($26M); by covered participants it is Optiv Security Inc. 401(k) Retirement Saving Plan in CO (1,940 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,940 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fidelity Advantage 401(k) assets move in 2022? ▼
Fidelity Advantage 401(k) surged - up 460.1% during 2022, from $5M to $26M. Reported net income was $22M.
How have Fidelity Workplace Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Workplace Services LLC's sponsor-wide assets grew 49.6%, from $23.0B to $34.4B.
Where does Fidelity Advantage 401(k) rank by assets among Form 5500 filers? ▼
Fidelity Advantage 401(k) ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fidelity Advantage 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Akers Packaging Service, Inc. 401(k) Profit Sharing Plan in OH ($26M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity Advantage 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Optiv Security Inc. 401(k) Retirement Saving Plan in CO (1,940 participants, $178M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043532603.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.