401(k) · DOL Form 5500 · 2022
Fidelitone, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 738
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $20,450
- Avg per participant Low balance/head
Official DOL plan name: Fidelitone Retirement Savings Plan · Sponsored by Fidelitone, LLC · Illinois · Transportation & Warehousing
$15M in assets, 738 participants
Fidelitone, LLC's Fidelitone Retirement Savings Plan reported $15M in total assets and 738 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,864 in Transportation & Warehousing (3,876 peers)
Fidelitone, LLC multi-year trail
Fidelitone, LLC's plans moved +30.0% in assets from 2022 to 2024; this filing shows Fidelitone Retirement Savings Plan at $15M / 738 participants.
- #2,864
- in Transportation & Warehousing (3,876 peers)
- -14.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fidelitone Retirement Savings Plan's outsized position by total assets
Fidelitone Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,092,334 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fidelitone Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelitone Retirement Savings Plan sits mid-pack in the medium band (738 participants).
Published 5500 schedule card
Filing strip 361616170 · Fidelitone, LLC PY 2022 · 401(k)
Fidelitone Retirement Savings Plan · $15M · 738 · 73rd
- EIN $15M
- EIN 738
- EIN 73rd
- EIN 401(k)
- EIN near The Wittern Group Non-Bargaining 401(k) Plan
- EIN ind #2864
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 Transportation & Warehousing retirement plans → · Plans in Illinois →
Fidelitone Retirement Savings Plan in the asset neighbourhood
Fidelitone, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fidelitone, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 29.956546151178472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 738 | $15M |
| 2023 | 1 | 781 | $18M |
| 2024 | 1 | 731 | $20M |
Fidelitone, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 361616170 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Fidelitone Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Wittern Group Non-Bargaining 401(k) Plan in IA ($15M); by covered participants it is Raymond Martin Profit Sharing 401(k) Plan in LA (738 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- The Wittern Group Non-Bargaining 401(k) Plan (IA) $15M · 166
- Uniseal 401(k) Plan (IN) $15M · 138
- Jimway, Inc. 401(k) Plan (CA) $15M · 119
- Mcgill Associates, P.a. Profit Sharing Plan and Trust (NC) $15M · 131
Similar participant headcount
Nearest other-state filings by covered participants (738 participants); asset peers above are excluded.
- Raymond Martin Profit Sharing 401(k) Plan (LA) 738 · 0 off
- Event Network, LLC 401(k) Plan (CA) 738 · 0 off
- Biagi Bros., Inc. 401(k) Profit Sharing Plan (CA) 738 · 0 off
- 403(b) Thrift Plan of Adelante Healthcare, Inc. (AZ) 738 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.