Fidelity Workplace Services LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fidelity Workplace Services LLC (EIN 04-3532603) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-3532603
- Location
- Boston, MA
- Loaded plans
- 14
- Total reported participants
- 467,228
- Total reported plan assets (EOY)
- $29,629,106,096
- Plans with financial data
- 3
- Plans with provider compensation
- 7
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Fidelity Retirement Savings Plan | 002 | 86,080 | $28,649,852,331 | 2023 |
| Fidelity Retiree Health Reimbursement Plan | 561 | 60,543 | $894,505,364 | 2023 |
| Fidelity Advantage 401(K) | 001 | 6,048 | $84,748,401 | 2023 |
| Fidelity Group Employees Short-Term Disability Plan | 530 | 60,286 | not reported in the loaded dataset | 2023 |
| Fidelity Group Employees Medical, Dental And Cafeteria Plan | 506 | 59,935 | not reported in the loaded dataset | 2023 |
| Fidelity Group Employees Life Insurance Plan | 504 | 59,612 | not reported in the loaded dataset | 2023 |
| Fidelity Employees Business Travel Emergency Medical Plan | 501 | 59,341 | not reported in the loaded dataset | 2023 |
| Fidelity Group Employees Disability Plan | 503 | 58,578 | not reported in the loaded dataset | 2023 |
| Fidelity Group Legal Plan | 585 | 12,313 | not reported in the loaded dataset | 2023 |
| Fidelity 2021 Voluntary Buyout Opportunity Plan | 581 | 2,054 | not reported in the loaded dataset | 2023 |
| Fidelity Group Long-Term Care Insurance Plan | 550 | 1,718 | not reported in the loaded dataset | 2023 |
| Fidelity 2017 Voluntary Buyout Opportunity Plan | 580 | 405 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Fidelity Severance Plan | 133 | — | 20240927162534NAL0001193091001 |
| 2023 | Fidelity Advantage 401(K) | 6,048 | H, C | 20241011125323NAL0021889857001 |
| 2023 | Fidelity Retiree Health Reimbursement Plan | 60,543 | H | 20241015133814NAL0028600817001 |
| 2023 | Fidelity Retirement Savings Plan | 86,080 | H, C | 20241015133940NAL0016510467001 |
| 2023 | Fidelity 2017 Voluntary Buyout Opportunity Plan | 405 | C | 20241015134123NAL0048178736001 |
| 2023 | Fidelity 2021 Voluntary Buyout Opportunity Plan | 2,054 | C | 20241015134230NAL0056429906001 |
| 2023 | Fidelity Employees Business Travel Emergency Medical Plan | 59,341 | — | 20241015134313NAL0016517315001 |
| 2023 | Fidelity Health Care Access Plan | 182 | C | 20241015134356NAL0014743619001 |