401(k) · DOL Form 5500 · 2022

Fidelis Reality Partners, Ltd. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
87
Participants Small participant base
69th
Percentile by assets National rank
$143,124
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fidelis Realty Partners, Ltd. 401(k) Plan · Sponsored by Fidelis Reality Partners, Ltd. · Texas · Real Estate

$12M in assets, 87 participants

Fidelis Reality Partners, Ltd.'s Fidelis Realty Partners, Ltd. 401(k) Plan reported $12M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,229 in Real Estate (5,057 peers)

Fidelis Reality Partners, Ltd. multi-year trail

Fidelis Reality Partners, Ltd.'s plans moved +47.1% in assets from 2022 to 2024; this filing shows Fidelis Realty Partners, Ltd. 401(k) Plan at $12M / 87 participants.

#4,229
in Real Estate (5,057 peers)
-12.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidelis Realty Partners, Ltd. 401(k) Plan's outsized position by total assets

Fidelis Realty Partners, Ltd. 401(k) Plan vs every filed plan by assets

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

$12,451,769 Top 31% higher than 69% 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

Fidelis Realty Partners, Ltd. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelis Realty Partners, Ltd. 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

DOL schedule card

Filing strip 710944265 · Fidelis Reality Partners, Ltd. PY 2022 · 401(k)

Fidelis Realty Partners, Ltd. 401(k) Plan · $12M · 87 · 69th

  • EOY $12M
  • EOY 87
  • EOY 69th
  • EOY 401(k)
  • EOY near Trinity Medical Wny 403(b) Plan
  • EOY ind #4229

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 Real Estate retirement plans → · Plans in Texas →

Fidelis Realty Partners, Ltd. 401(k) Plan in the asset neighbourhood

Fidelis Realty Partners, Ltd. 401(k) PlanFidelis Realty Partners, Ltd…$12MTrinity Medical Wny 403(b) PlanTrinity Medical Wny 403(b) P…$12MRough Country 401(k) Profit Sharing PlanRough Country 401(k) Profit …$12MInnerface 401(k) Retirement PlanInnerface 401(k) Retirement …$12MDuncaster, Inc. 401(k) Retirement PlanDuncaster, Inc. 401(k) Retir…$12M
End-of-year total assets ($M) among Fidelis Realty Partners, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fidelis Reality Partners, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Fidelis Reality Partners, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 47.08803223060113% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $18.3M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 87 $12M
2023 1 100 $15M
2024 1 108 $18M

Fidelis Reality Partners, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN710944265
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fidelis Realty Partners, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Fidelis Realty Partners, Ltd. 401(k) Plan, Total assets ($B): 0.012451769 · Participants: 87Fidelis Realty Partners, Ltd. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Fidelis Realty Partners, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fidelis Realty Partners, Ltd. 401(k) Plan side-by-side with 3 peers →

Fidelis Realty Partners, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Trinity Medical Wny 403(b) Plan in NY ($12M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Fidelis Realty Partners, Ltd. 401(k) Plan assets move in 2022? ▼
Fidelis Realty Partners, Ltd. 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Fidelis Reality Partners, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelis Reality Partners, Ltd.'s sponsor-wide assets grew 47.1%, from $12M to $18M.
Which 401(k) plans are similar in size to Fidelis Realty Partners, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trinity Medical Wny 403(b) Plan in NY ($12M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Fidelis Realty Partners, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants, $3M 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 710944265.

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.