401(k) · DOL Form 5500 · 2024
Fidelity Workplace Services LLC 401(k) Plan
Data updated 2026-08-25
- $185M
- Total assets Near avg plan size
- 8,955
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $20,611
- Avg per participant Low balance/head
Official DOL plan name: Fidelity Advantage 401(k) · Sponsored by Fidelity Workplace Services LLC · Massachusetts · Finance & Insurance
$185M in assets, 8,955 participants
Fidelity Workplace Services LLC's Fidelity Advantage 401(k) reported $185M in total assets and 8,955 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.
- #7,730 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Fidelity Advantage 401(k) covers 8,955 participants in Massachusetts, 14x the typical Massachusetts plan (state average ~659 per filing). Assets: $185M.
- #7,730
- in Finance & Insurance (8,549 peers)
- +117.8%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Fidelity Advantage 401(k)'s outsized position by total assets
Fidelity Advantage 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$184,569,399 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fidelity Advantage 401(k)'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 Advantage 401(k) lands in the large band (8,955 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fidelity Advantage 401(k) end-of-year assets rose from $85M in the plan year 2023 filing to $185M in the plan year 2024 filing.
- Fidelity Advantage 401(k) reported net income rose from $63M in the plan year 2023 filing to $107M in the plan year 2024 filing.
- Fidelity Advantage 401(k) reported participants rose from 5,821 in the plan year 2023 filing to 8,955 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043532603 · Fidelity Workplace Services LLC PY 2024 · 401(k)
Fidelity Advantage 401(k) · $185M · 8,955 · 94th
- PART $185M
- PART 8,955
- PART 94th
- PART 401(k)
- PART near Standard Textile 401(k) Profit Sharing Plan
- PART ind #7730
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 Massachusetts →
Fidelity Advantage 401(k) in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $185M |
| Net Income | $107M |
| Employer EIN | 043532603 |
| Plan Effective Date | 2021-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fidelity Workplace Services LLC)
Sponsor-wide plan assets over time
All Fidelity Workplace Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34.4B 49.635597583859166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 53,976 | $23.0B |
| 2023 | 2 | 68,110 | $28.7B |
| 2024 | 2 | 75,862 | $34.4B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Scale composition for Fidelity Advantage 401(k)
Fidelity Advantage 401(k) reports $185M in end-of-year assets across 8,955 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $20,611 per participant (15% of the national average assets-per-participant) . Net income for plan year 2024 was $107M.
This plan identity (EIN 043532603, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $26M to $185M (+599.6%) while covered participants moved from 1,940 to 8,955 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 1,940 | $26M | Open filing |
| 2023 | 5,821 | $85M | Open filing |
| 2024 · index core | 8,955 | $185M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Fidelity Retirement Savings Plan (401(k), $34.2B, 66,907 participants)
Fidelity Advantage 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Standard Textile 401(k) Profit Sharing Plan in OH ($185M); by covered participants it is Pitney Bowes Inc. 401(k) Plan in CT (8,954 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($185M here).
- Standard Textile 401(k) Profit Sharing Plan (OH) $185M · 883
- Dvcc, LLC Employees Retirement Plan (MD) $185M · 1,219
- Genesis Energy, LLC Profit Sharing & Retirement Savings Plan (TX) $185M · 1,018
- Bulab Profit Sharing and 401(k) Plan (TN) $185M · 462
Similar participant headcount
Nearest other-state filings by covered participants (8,955 participants); asset peers above are excluded.
- Pitney Bowes Inc. 401(k) Plan (CT) 8,954 · 1 off
- Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan (FL) 8,959 · 4 off
- Tapestry, Inc. 401(k) Savings Plan (NY) 8,968 · 13 off
- Xcel Energy 401(k) Savings Plan (MN) 8,941 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.