401(k) · DOL Form 5500 · 2023

Fidelitone, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
781
Participants Near avg headcount
71st
Percentile by assets National rank
$23,392
Avg per participant Low balance/head
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Official DOL plan name: Fidelitone Retirement Savings Plan · Sponsored by Fidelitone, LLC · Illinois · Transportation & Warehousing

$18M in assets, 781 participants

Fidelitone, LLC's Fidelitone Retirement Savings Plan reported $18M in total assets and 781 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,387 in Transportation & Warehousing (3,362 peers)

Fidelitone, LLC multi-year trail

Fidelitone, LLC's plans moved +30.0% in assets from 2022 to 2024; this filing shows Fidelitone Retirement Savings Plan at $18M / 781 participants.

#2,387
in Transportation & Warehousing (3,362 peers)
+21.0%
assets growth YoY

Fidelitone Retirement Savings Plan's outsized position by total assets

Fidelitone Retirement Savings Plan vs every filed plan by assets

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

$18,269,139 Top 29% higher than 71% 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

Fidelitone Retirement Savings 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. Fidelitone Retirement Savings Plan sits mid-pack in the medium band (781 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelitone Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fidelitone Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Fidelitone Retirement Savings Plan reported participants rose from 738 in the plan year 2022 filing to 781 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361616170 · Fidelitone, LLC PY 2023 · 401(k)

Fidelitone Retirement Savings Plan · $18M · 781 · 71st

  • EIN $18M
  • RANK 781
  • PHOTO 71st
  • IND 401(k)
  • EOY near Tall Tree Foods, Inc. 401(k) Savings Plan
  • 5500 ind #2387

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 Transportation & Warehousing retirement plans → · Plans in Illinois →

Fidelitone Retirement Savings Plan in the asset neighbourhood

Fidelitone Retirement Savings PlanFidelitone Retirement Saving…$18MTall Tree Foods, Inc. 401(k) Savings PlanTall Tree Foods, Inc. 401(k)…$18MArc Advisory Group 401(k) PlanArc Advisory Group 401(k) Pl…$18MRockford Manufacturing Company Savings PlanRockford Manufacturing Compa…$18MAmcs Group, Inc. 401(k) Profit Sharing PlanAmcs Group, Inc. 401(k) Prof…$18M
End-of-year total assets ($M) among Fidelitone Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fidelitone, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fidelitone, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 29.956546151178472% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $19.6M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 738 $15M
2023 1 781 $18M
2024 1 731 $20M

Fidelitone, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN361616170
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Fidelitone Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fidelitone Retirement Savings Plan, Total assets ($B): 0.018269139 · Participants: 781Fidelitone Retirement Savings 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
Fidelitone Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fidelitone Retirement Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Tall Tree Foods, Inc. 401(k) Savings Plan in WI ($18M); by covered participants it is Chegg 401(k) Savings Plan in CA (781 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (781 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 Fidelitone Retirement Savings Plan assets move in 2023? ▼
Fidelitone Retirement Savings Plan grew sharply - up 21.0% during 2023, from $15M to $18M. Reported net income was $3M.
How have Fidelitone, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelitone, LLC's sponsor-wide assets grew 30.0%, from $15M to $20M.
Which 401(k) plans are similar in size to Fidelitone Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tall Tree Foods, Inc. 401(k) Savings Plan in WI ($18M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Fidelitone Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chegg 401(k) Savings Plan in CA (781 participants, $117M 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 361616170.

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.