401(k) · DOL Form 5500 · 2022

Fidelity Workplace Services LLC 401(k) Plan

Data updated 2026-08-06

$26M
Total assets: 1,940
Participants: 81st
Percentile by assets: $13,599
Avg per participant

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.

81st percentile by assets (of 139,258 plans)
#6,457 in Finance & Insurance (9,267 peers)

Coverage in Massachusetts

Fidelity Advantage 401(k) covers 1,940 participants in Massachusetts, 3.0x the typical Massachusetts plan (state average ~641 per filing). Assets: $26M.

$26M
total plan assets (2022 EOY): 1,940
covered participants: 81st
percentile by assets (of 139,258 plans): $13,599
avg assets per participant

State

Massachusetts

Industry

Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Fidelity Advantage 401(k) reports 1,940 participants - 3.0x that state average ($26M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$26M
Net Income	$22M
Employer EIN	043532603
Plan Effective Date	2021-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fidelity Workplace Services LLC)

Total plan assets by year, all Fidelity Workplace Services LLC plans on file

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

Fidelity Retirement Savings Plan $23.0B · 52,036
Liberty Mutual 401(k) Plan $8.8B · 32,843
Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
Philips North America 401(k) Plan $5.2B · 19,750
Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359

Compare Fidelity Advantage 401(k) side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fidelity Advantage 401(k) by total assets, not by location.

Akers Packaging Service, Inc. 401(k) Profit Sharing Plan (OH) $26M · 184
Goldsboro Pediatrics, P.a. 40l(K) Profit Sharing Plan (NC) $26M · 97
Members Cooperative Credit Union 401(k) Savings Plan (MN) $26M · 234
Kaiserair, Inc. Savings and Profit Sharing Plan (CA) $26M · 166

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 139,258 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).

Next read for Fidelity Advantage 401(k)

Filing takeaways

Ways to act on Fidelity Advantage 401(k)'s numbers.

By total assets, Fidelity Advantage 401(k) ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Fidelity Workplace Services LLC's sponsor-wide assets have grown 49.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.