401(k) · DOL Form 5500 · 2023

Fidus Investment Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
31
Participants Small participant base
59th
Percentile by assets National rank
$331,037
Avg per participant High balance/head
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Official DOL plan name: Fidus Investment Advisors, LLC 401(k) Plan · Sponsored by Fidus Investment Advisors, LLC · Illinois · Finance & Insurance

$10M in assets, 31 participants

Fidus Investment Advisors, LLC's Fidus Investment Advisors, LLC 401(k) Plan reported $10M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,897 in Finance & Insurance (8,869 peers)

Fidus Investment Advisors, LLC multi-year trail

Fidus Investment Advisors, LLC's plans moved +22.3% in assets from 2022 to 2023; this filing shows Fidus Investment Advisors, LLC 401(k) Plan at $10M / 31 participants.

#3,897
in Finance & Insurance (8,869 peers)
+22.3%
assets growth YoY

Fidus Investment Advisors, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fidus Investment Advisors, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,262,139 Top 41% higher than 59% of 127,068 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 2023

Fidus Investment Advisors, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidus Investment Advisors, LLC 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidus Investment Advisors, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fidus Investment Advisors, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fidus Investment Advisors, LLC 401(k) Plan reported participants rose from 29 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 452438392 · Fidus Investment Advisors, LLC PY 2023 · 401(k)

Fidus Investment Advisors, LLC 401(k) Plan · $10M · 31 · 59th

  • BOOK $10M
  • VS-ST 31
  • BOY 59th
  • SCH 401(k)
  • EBSA near Graeter's Manufacturing Co. 401(k) Retirement Savings Plan
  • PART ind #3897

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 Illinois →

Fidus Investment Advisors, LLC 401(k) Plan in the asset neighbourhood

Fidus Investment Advisors, LLC 401(k) PlanFidus Investment Advisors, L…$10MGraeter's Manufacturing Co. 401(k) Retirement Savings PlanGraeter's Manufacturing Co. …$10MSnell Motor Company 401(k) PlanSnell Motor Company 401(k) P…$10MChurchill Forge, Inc. 401(k) PlanChurchill Forge, Inc. 401(k)…$10MTrane Technologies Employee Savings Plan for Bargained EmployeesTrane Technologies Employee …$10M
End-of-year total assets ($M) among Fidus Investment Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fidus Investment Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fidus Investment Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 22.267853283422863% vs 2022
2023 filing year
$8M$9M$10M$11M 20222023 $8.39M $10.3M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 29 $8M
2023 1 31 $10M

Fidus Investment Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN452438392
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Fidus Investment Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fidus Investment Advisors, LLC 401(k) Plan, Total assets ($B): 0.010262139 · Participants: 31Fidus Investment Advisors, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Fidus Investment Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fidus Investment Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Fidus Investment Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Graeter's Manufacturing Co. 401(k) Retirement Savings Plan in OH ($10M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fidus Investment Advisors, LLC 401(k) Plan assets move in 2023? ▼
Fidus Investment Advisors, LLC 401(k) Plan grew sharply - up 22.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Fidus Investment Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fidus Investment Advisors, LLC's sponsor-wide assets grew 22.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Fidus Investment Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graeter's Manufacturing Co. 401(k) Retirement Savings Plan in OH ($10M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Fidus Investment Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452438392.

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.