401(k) · DOL Form 5500 · 2023

Fidelitas, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
128
Participants Small participant base
55th
Percentile by assets National rank
$66,826
Avg per participant Below avg balance/head
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Official DOL plan name: Fidelitas, LLC 401(k) Plan · Sponsored by Fidelitas, LLC · Texas · Administrative & Support Services

$9M in assets, 128 participants

Fidelitas, LLC's Fidelitas, LLC 401(k) Plan reported $9M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,279 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Fidelitas, LLC 401(k) Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#3,279
in Administrative & Support Services (4,372 peers)
+20.8%
assets growth YoY

Fidelitas, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Fidelitas, LLC 401(k) Plan vs every filed plan by assets

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

$8,553,746 Top 45% higher than 55% 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

Fidelitas, LLC 401(k) 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. Fidelitas, LLC 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelitas, LLC 401(k) Plan reported net income rose from -$613K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fidelitas, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Fidelitas, LLC 401(k) Plan reported participants rose from 125 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742957200 · Fidelitas, LLC PY 2023 · 401(k)

Fidelitas, LLC 401(k) Plan · $9M · 128 · 55th

  • TYPE $9M
  • NET 128
  • BOOK 55th
  • VS-ST 401(k)
  • BOY near Bost, Inc. 401(k) Retirement Plan
  • SCH ind #3279

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 Administrative & Support Services retirement plans → · Plans in Texas →

Fidelitas, LLC 401(k) Plan in the asset neighbourhood

Fidelitas, LLC 401(k) Plan$9MBost, Inc. 401(k) Retirement PlanBost, Inc. 401(k) Retirement…$9MVail Rubber Works, Inc. Retirement Savings PlanVail Rubber Works, Inc. Reti…$9MNavitas USA Holdings, LLC Retirement Savings PlanNavitas USA Holdings, LLC Re…$9MPay Plus Benefits, Inc. Retirement PlanPay Plus Benefits, Inc. Reti…$9M
End-of-year total assets ($M) among Fidelitas, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN742957200
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelitas, LLC)

Sponsor-wide plan assets over time

All Fidelitas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.92848581431221% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.08M $8.42M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 125 $7M
2023 1 128 $9M
2024 1 136 $8M

Nearby 401(k) Plans in Texas

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

Fidelitas, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fidelitas, LLC 401(k) Plan, Total assets ($B): 0.008553746 · Participants: 128Fidelitas, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Fidelitas, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fidelitas, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Bost, Inc. 401(k) Retirement Plan in AR ($9M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Fidelitas, LLC 401(k) Plan assets move in 2023? ▼
Fidelitas, LLC 401(k) Plan grew sharply - up 20.8% during 2023, from $7M to $9M. Reported net income was $1M.
How have Fidelitas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelitas, LLC's sponsor-wide assets grew 18.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Fidelitas, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bost, Inc. 401(k) Retirement Plan in AR ($9M, 631 participants).
Which 401(k) plans cover a similar participant headcount to Fidelitas, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 742957200.

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.