401(k) · DOL Form 5500 · 2023

Fidelity & Guaranty Life Business Services, Inc. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
877
Participants Near avg headcount
93rd
Percentile by assets National rank
$152,284
Avg per participant Above avg balance/head
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Official DOL plan name: Fidelity & Guaranty Life 401(k) Plan · Sponsored by Fidelity & Guaranty Life Business Services, Inc. · Iowa · Finance & Insurance

$134M in assets, 877 participants

Fidelity & Guaranty Life Business Services, Inc.'s Fidelity & Guaranty Life 401(k) Plan reported $134M in total assets and 877 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,890 in Finance & Insurance (8,869 peers)

Where Fidelity & Guaranty Life 401(k) Plan sits by assets

Fidelity & Guaranty Life 401(k) Plan sits in the top 10% of all filed plans by assets, $134M for 877 participants (~$152,284/participant), up 42.5% in 2023.

#7,890
in Finance & Insurance (8,869 peers)
+42.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Fidelity & Guaranty Life 401(k) Plan's outsized position by total assets

Fidelity & Guaranty Life 401(k) Plan vs every filed plan by assets

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

$133,553,432 Top 7% higher than 93% 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

Fidelity & Guaranty Life 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. Fidelity & Guaranty Life 401(k) Plan sits mid-pack in the medium band (877 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity & Guaranty Life 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Fidelity & Guaranty Life 401(k) Plan reported participants rose from 605 in the plan year 2022 filing to 877 in the plan year 2023 filing.
  • Fidelity & Guaranty Life 401(k) Plan end-of-year assets rose from $94M in the plan year 2022 filing to $134M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431914674 · Fidelity & Guaranty Life Business Services, Inc. PY 2023 · 401(k)

Fidelity & Guaranty Life 401(k) Plan · $134M · 877 · 93rd

  • 5500 $134M
  • 5500 877
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Employer Services Corporation's 401(k) Retirement Plan
  • 5500 ind #7890

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 Iowa →

Fidelity & Guaranty Life 401(k) Plan in the asset neighbourhood

Pacific Office Automation Capital Accumulation PlanPacific Office Automation Ca…$134MMoss & Barnett Profit Sharing and 401(k) PlanMoss & Barnett Profit Sharin…$134MFidelity & Guaranty Life 401(k) PlanFidelity & Guaranty Life 401…$134MEmployer Services Corporation's 401(k) Retirement PlanEmployer Services Corporatio…$134MCentury Aluminum 401(k) Plan$133M
End-of-year total assets ($M) among Fidelity & Guaranty Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$134M
Net Income$40M
Employer EIN431914674
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity & Guaranty Life Business Services, Inc.)

Sponsor-wide plan assets over time

All Fidelity & Guaranty Life Business Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$177M 89.07082699433607% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $93.7M $177M ▲ +89.1%
Year Plans Participants Total Assets
2022 1 605 $94M
2023 1 877 $134M
2024 1 1,158 $177M

Nearby 401(k) Plans in Iowa

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

Fidelity & Guaranty Life 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Fidelity & Guaranty Life 401(k) Plan, Total assets ($B): 0.133553432 · Participants: 877Fidelity & Guaranty Life 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Fidelity & Guaranty Life 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Fidelity & Guaranty Life 401(k) Plan side-by-side with 3 peers →

Fidelity & Guaranty Life 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Employer Services Corporation's 401(k) Retirement Plan in NY ($134M); by covered participants it is Tpg Global, LLC 401(k) Profit Sharing Plan in TX (877 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (877 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 Fidelity & Guaranty Life 401(k) Plan assets move in 2023? ▼
Fidelity & Guaranty Life 401(k) Plan surged - up 42.5% during 2023, from $94M to $134M. Reported net income was $40M.
How have Fidelity & Guaranty Life Business Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity & Guaranty Life Business Services, Inc.'s sponsor-wide assets grew 89.1%, from $94M to $177M.
Where does Fidelity & Guaranty Life 401(k) Plan rank by assets among Form 5500 filers? ▼
Fidelity & Guaranty Life 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fidelity & Guaranty Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employer Services Corporation's 401(k) Retirement Plan in NY ($134M, 2,835 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity & Guaranty Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tpg Global, LLC 401(k) Profit Sharing Plan in TX (877 participants, $343M 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 431914674.

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.