401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$177M
Total assets Near avg plan size
1,158
Participants Near avg headcount
94th
Percentile by assets National rank
$153,023
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

$177M in assets, 1,158 participants

Fidelity & Guaranty Life Business Services, Inc.'s Fidelity & Guaranty Life 401(k) Plan reported $177M in total assets and 1,158 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,706 in Finance & Insurance (8,549 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, $177M for 1,158 participants (~$153,023/participant), up 32.7% in 2024.

#7,706
in Finance & Insurance (8,549 peers)
+32.7%
assets growth YoY
1.8×
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 2024 · DOL Form 5500

$177,201,159 Top 6% higher than 94% of 123,620 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 2024

Fidelity & Guaranty Life 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity & Guaranty Life 401(k) Plan lands in the large band (1,158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity & Guaranty Life 401(k) Plan end-of-year assets rose from $134M in the plan year 2023 filing to $177M in the plan year 2024 filing.
  • Fidelity & Guaranty Life 401(k) Plan reported participants rose from 877 in the plan year 2023 filing to 1,158 in the plan year 2024 filing.
  • Fidelity & Guaranty Life 401(k) Plan reported net income rose from $40M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 431914674 · Fidelity & Guaranty Life Business Services, Inc. PY 2024 · 401(k)

Fidelity & Guaranty Life 401(k) Plan · $177M · 1,158 · 94th

  • RANK $177M
  • RANK 1,158
  • RANK 94th
  • RANK 401(k)
  • RANK near Michigan State University Federal Credit Union
  • RANK ind #7706

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

Michigan State University Federal Credit UnionMichigan State University Fe…$177MOxbow Affiliated Companies Retirement PlanOxbow Affiliated Companies R…$177MOxbow Affiliated Companies Retirement PlanOxbow Affiliated Companies R…$177MFidelity & Guaranty Life 401(k) PlanFidelity & Guaranty Life 401…$177MComputacenter 401(k) Plan$177M
End-of-year total assets ($M) among Fidelity & Guaranty Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$177M
Net Income$44M
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): 0.177201159 · Participants: 1158Fidelity & Guaranty Life 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Fidelity & Guaranty Life 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

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 Michigan State University Federal Credit Union in MI ($177M); by covered participants it is Heath Consultants Incorporated Profit Sharing & Retirement Plan in TX (1,158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,158 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024?
Fidelity & Guaranty Life 401(k) Plan surged - up 32.7% during 2024, from $134M to $177M. Reported net income was $44M.
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 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Michigan State University Federal Credit Union in MI ($177M, 1,372 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 Heath Consultants Incorporated Profit Sharing & Retirement Plan in TX (1,158 participants, $26M in assets).