401(k) · DOL Form 5500 · 2023

Fleet Financial Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
296
Participants Below avg headcount
40th
Percentile by assets National rank
$13,473
Avg per participant Low balance/head
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Official DOL plan name: Ilendingdirect Retirement Plan · Sponsored by Fleet Financial Inc. · Colorado · Finance & Insurance

$4M in assets, 296 participants

Fleet Financial Inc.'s Ilendingdirect Retirement Plan reported $4M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,508 in Finance & Insurance (8,869 peers)

Fleet Financial Inc. multi-year trail

Fleet Financial Inc.'s plans moved +22.9% in assets from 2022 to 2024; this filing shows Ilendingdirect Retirement Plan at $4M / 296 participants.

#2,508
in Finance & Insurance (8,869 peers)
+10.5%
assets growth YoY

Ilendingdirect Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Ilendingdirect Retirement Plan vs every filed plan by assets

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

$3,987,946 40th percentile higher than 40% 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

Ilendingdirect Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilendingdirect Retirement Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ilendingdirect Retirement Plan reported net income fell from $883K in the plan year 2022 filing to $378K in the plan year 2023 filing.
  • Ilendingdirect Retirement Plan reported participants rose from 260 in the plan year 2022 filing to 296 in the plan year 2023 filing.
  • Ilendingdirect Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208891243 · Fleet Financial Inc. PY 2023 · 401(k)

Ilendingdirect Retirement Plan · $4M · 296 · 40th

  • PCT $4M
  • EIN 296
  • RANK 40th
  • PHOTO 401(k)
  • IND near Reach Unlimited 401(k) Retirement Plan
  • EOY ind #2508

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 Colorado →

Ilendingdirect Retirement Plan in the asset neighbourhood

Ilendingdirect Retirement PlanIlendingdirect Retirement Pl…$4MReach Unlimited 401(k) Retirement PlanReach Unlimited 401(k) Retir…$4MLugano Diamonds and Jewelry, Inc. 401(k) PlanLugano Diamonds and Jewelry,…$4MSegway Inc. 401(k) Plan$4MVapor Power International, LLC 401(k) PlanVapor Power International, L…$4M
End-of-year total assets ($M) among Ilendingdirect Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fleet Financial Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fleet Financial Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.92343285910076% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.61M $4.44M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 260 $4M
2023 1 296 $4M
2024 1 218 $4M

Fleet Financial Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$378K
Employer EIN208891243
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Ilendingdirect Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Ilendingdirect Retirement Plan, Total assets ($B): 0.003987946 · Participants: 296Ilendingdirect Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Ilendingdirect Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Ilendingdirect Retirement Plan side-by-side with 3 peers →

Ilendingdirect Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Reach Unlimited 401(k) Retirement Plan in TX ($4M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Ilendingdirect Retirement Plan assets move in 2023? ▼
Ilendingdirect Retirement Plan grew at a solid clip - up 10.5% during 2023, from $4M to $4M. Reported net income was $378K.
How have Fleet Financial Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fleet Financial Inc.'s sponsor-wide assets grew 22.9%, from $4M to $4M.
Which 401(k) plans are similar in size to Ilendingdirect Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reach Unlimited 401(k) Retirement Plan in TX ($4M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Ilendingdirect Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 208891243.

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.