401(k) · DOL Form 5500 · 2024
Fidelitone, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 731
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $26,831
- Avg per participant Low balance/head
Official DOL plan name: Fidelitone Retirement Savings Plan · Sponsored by Fidelitone, LLC · Illinois · Transportation & Warehousing
$20M in assets, 731 participants
Fidelitone, LLC's Fidelitone Retirement Savings Plan reported $20M in total assets and 731 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #2,322 in Transportation & Warehousing (3,299 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 $20M / 731 participants.
- #2,322
- in Transportation & Warehousing (3,299 peers)
- +7.4%
- 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 2024 · DOL Form 5500
$19,613,476 Top 30% higher than 70% 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
Fidelitone Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 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 (731 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fidelitone Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Fidelitone Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Fidelitone Retirement Savings Plan reported participants fell from 781 in the plan year 2023 filing to 731 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 361616170 · Fidelitone, LLC PY 2024 · 401(k)
Fidelitone Retirement Savings Plan · $20M · 731 · 70th
- NET $20M
- NET 731
- NET 70th
- NET 401(k)
- NET near Ars 401(k) and Profit Sharing Plan
- NET ind #2322
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, 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 738 | $15M |
| 2023 | 1 | 781 | $18M |
| 2024 | 1 | 731 | $20M |
Fidelitone, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $1M |
| Employer EIN | 361616170 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Fidelitone Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ars 401(k) and Profit Sharing Plan in AZ ($20M); by covered participants it is Wynright 401(k) Plan and Trust in IN (731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Ars 401(k) and Profit Sharing Plan (AZ) $20M · 187
- Spendmend, LLC 401(k) Plan (MI) $20M · 340
- Rvl Pharmaceuticals 401(k) Retirement Plan (NJ) $20M · 73
- Hydraulic Controls, Inc. 401(k) Plan (CA) $20M · 156
Similar participant headcount
Nearest other-state filings by covered participants (731 participants); asset peers above are excluded.
- Wynright 401(k) Plan and Trust (IN) 731 · 0 off
- Virginia Health Services, Inc. Retirement Plan (VA) 731 · 0 off
- Frontage Laboratories Inc. 401(k) Plan (PA) 731 · 0 off
- Robinson Holdings (USA) Ltd 401(k) Plan (NV) 731 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.