401(k) · DOL Form 5500 · 2024

Fidelitas, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
136
Participants Small participant base
52nd
Percentile by assets National rank
$61,941
Avg per participant Low balance/head
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Official DOL plan name: Fidelitas, LLC 401(k) Plan · Sponsored by Fidelitas, LLC · Texas · Administrative & Support Services

$8M in assets, 136 participants

Fidelitas, LLC's Fidelitas, LLC 401(k) Plan reported $8M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,175 in Administrative & Support Services (4,368 peers)

Coverage in Texas

Fidelitas, LLC 401(k) Plan covers 136 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#3,175
in Administrative & Support Services (4,368 peers)
-1.5%
assets change YoY

The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidelitas, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Fidelitas, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,424,021 Top 48% higher than 52% 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

Fidelitas, LLC 401(k) 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. Fidelitas, LLC 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelitas, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$130K in the plan year 2024 filing.
  • Fidelitas, LLC 401(k) Plan reported participants rose from 128 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • Fidelitas, LLC 401(k) Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742957200 · Fidelitas, LLC PY 2024 · 401(k)

Fidelitas, LLC 401(k) Plan · $8M · 136 · 52nd

  • SCH $8M
  • EBSA 136
  • PART 52nd
  • TYPE 401(k)
  • NET near Precision Countertops, Inc. Profit Sharing Plan & Trust
  • BOOK ind #3175

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 Administrative & Support Services retirement plans → · Plans in Texas →

Fidelitas, LLC 401(k) Plan in the asset neighbourhood

Fidelitas, LLC 401(k) Plan$8MPrecision Countertops, Inc. Profit Sharing Plan & TrustPrecision Countertops, Inc. …$8MVitamin Angels 401(k) Plan$8MFirst Kentucky Bank 401(k) PlanFirst Kentucky Bank 401(k) P…$8MMantaline Corporation Employee Savings PlanMantaline Corporation Employ…$8M
End-of-year total assets ($M) among Fidelitas, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$130K
Employer EIN742957200
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelitas, LLC)

Sponsor-wide plan assets over time

All Fidelitas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.92848581431221% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.08M $8.42M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 125 $7M
2023 1 128 $9M
2024 1 136 $8M

Nearby 401(k) Plans in Texas

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

Fidelitas, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fidelitas, LLC 401(k) Plan, Total assets ($B): 0.008424021 · Participants: 136Fidelitas, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Fidelitas, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fidelitas, LLC 401(k) Plan side-by-side with 3 peers →

Fidelitas, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Precision Countertops, Inc. Profit Sharing Plan & Trust in OR ($8M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Fidelitas, LLC 401(k) Plan assets move in 2024? ▼
Fidelitas, LLC 401(k) Plan edged down modestly - down 1.5% during 2024, from $9M to $8M. Reported net income was -$130K.
How have Fidelitas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelitas, LLC's sponsor-wide assets grew 18.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Fidelitas, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision Countertops, Inc. Profit Sharing Plan & Trust in OR ($8M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Fidelitas, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742957200.

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.