401(k) · DOL Form 5500 · 2023

Fidelis Reality Partners, Ltd. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
100
Participants Small participant base
68th
Percentile by assets National rank
$153,925
Avg per participant Above avg balance/head
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Official DOL plan name: Fidelis Realty Partners, Ltd. 401(k) Plan · Sponsored by Fidelis Reality Partners, Ltd. · Texas · Real Estate

$15M in assets, 100 participants

Fidelis Reality Partners, Ltd.'s Fidelis Realty Partners, Ltd. 401(k) Plan reported $15M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,922 in Real Estate (4,727 peers)

Coverage in Texas

Fidelis Realty Partners, Ltd. 401(k) Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#3,922
in Real Estate (4,727 peers)
+23.6%
assets growth YoY

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 2023 · DOL Form 5500

$15,392,475 Top 32% higher than 68% 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

Fidelis Realty Partners, Ltd. 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. Fidelis Realty Partners, Ltd. 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelis Realty Partners, Ltd. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fidelis Realty Partners, Ltd. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Fidelis Realty Partners, Ltd. 401(k) Plan reported participants rose from 87 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 710944265 · Fidelis Reality Partners, Ltd. PY 2023 · 401(k)

Fidelis Realty Partners, Ltd. 401(k) Plan · $15M · 100 · 68th

  • PHOTO $15M
  • IND 100
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Ingenus Pharmaceuticals, LLC 401(k) Profit Sharing Plan
  • PCT ind #3922

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…$15MIngenus Pharmaceuticals, LLC 401(k) Profit Sharing PlanIngenus Pharmaceuticals, LLC…$15MU of I Community Credit Union 401(k) PlanU of I Community Credit Unio…$15MOnline Labels Group Retirement PlanOnline Labels Group Retireme…$15MLaw Family Companies 401(k) PlanLaw Family Companies 401(k) …$15M
End-of-year total assets ($M) among Fidelis Realty Partners, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN710944265
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelis Reality Partners, Ltd.)

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

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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fidelis Realty Partners, Ltd. 401(k) Plan, Total assets ($B): 0.015392475 · Participants: 100Fidelis Realty Partners, Ltd. 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
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 Ingenus Pharmaceuticals, LLC 401(k) Profit Sharing Plan in FL ($15M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Fidelis Realty Partners, Ltd. 401(k) Plan assets move in 2023? ▼
Fidelis Realty Partners, Ltd. 401(k) Plan grew sharply - up 23.6% during 2023, from $12M to $15M. Reported net income was $3M.
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 Ingenus Pharmaceuticals, LLC 401(k) Profit Sharing Plan in FL ($15M, 214 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 Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 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.