Fidelity Workplace Services 401(k) and retirement plans

Fidelity Workplace Services LLC, Boston, MA. EIN 04-3532603. Annual reports 2009–2024. Also filed as FMR LLC.

Fidelity Workplace Services LLC has 2 active retirement plans on file. The largest is the Fidelity Retirement Savings Plan, with 93,003 participants and $34.2 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Fidelity Workplace Services's filings since 2009.

Active plans
2
Participants
107,962
Plan assets
$34.4 billion
401(k) recordkeeper
Fidelity
Plans on file
2
Industry
Finance and insurance

All 2 plans

Active plans first

Fidelity Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 04-3532603
Participants (2024)
93,003
Net assets (2024)
$34.2 billion
Recordkeeper
Fidelity2009–2024
Plan administrator
FMR LLC Retirement Committee
245 Summer Street V1B
Boston, MA 02210
(617) 563-1746As filed for 2024
In effect since
December 30, 1952

Earlier plan names: FMR LLC Profit Sharing Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202493,003$34.2 billionFidelity
202390,445$28.6 billionFidelity
202286,080$23.0 billionFidelity
202175,392$27.8 billionFidelity
202065,880$24.3 billionFidelity
201962,013$20.3 billionFidelity
201859,689$16.1 billionFidelity
201758,732$17.3 billionFidelity
201659,095$14.7 billionFidelity
201558,321$13.6 billionFidelity
201452,361$13.3 billionnot listed
201356,937$12.3 billionFidelity
201257,205$10.0 billionFidelity
201155,862$8.5 billionFidelity
201054,884$8.6 billionFidelity
200960,423$7.4 billionFidelity

Fidelity Advantage 401(k)

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 04-3532603
Participants (2024)
14,959
Net assets (2024)
$185 million
Plan administrator
Fidelity Workplace Services LLC
88 Black Falcon Avenue, Suite 167
Boston, MA 02110
(800) 835-5097As filed for 2024
In effect since
February 1, 2021

Earlier sponsor: FMR LLC (2009–2011).

Earlier plan names: FMR Corp. Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202414,959$185 millionnot listed
20239,732$84.7 millionnot listed
20225,068$26.4 millionnot listed
20211,326$4.7 millionnot listed
20110$0not listed
201024$4.0 millionnot listed
200924$4.4 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Fidelity Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((617) 563-1746). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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