My Plan Facts

Employers › Virginia

Employer · plans filed under one EIN

Widelity Inc.

Fairfax, VA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$7.9Mnet assets across plans
247participant records186 active
$0employer contributions, latest plan years$0 per active record
$28KSchedule C compensation to organisations$113.43 per participant record

Widelity Inc., based in Fairfax, Virginia, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 247 participant records and $7.9M in net assets.

The largest is Widelity Inc. 401(k) Profit Sharing Plan and Trust, a 401(k) plan with 138 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $0 and participant contributions $928K in the latest plan years; benefits paid were $271K. Schedule C compensation reported to service provider organisations totalled $28K.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Widelity Inc. 401(k) Profit Sharing Plan and Trust401(k) plan2024138$7.9M$57,193—$28K
Widelity, Inc. Employee Stock Ownership Planemployee stock ownership plan2024109———$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Service providers

OrganisationServices reportedPlansCompensation reported
Capitol Securities ManagementRecordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Other services1$26,052
ADP, Inc.Participant loan processing; Recordkeeping and information management1$1,965

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Capitol Securities Management$26K
ADP, Inc.$1,965

Questions and answers

How many retirement plans does Widelity Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Widelity Inc. 401(k) Profit Sharing Plan and Trust and Widelity, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Widelity Inc. contribute to its plans?

$0 in employer contributions across these plans in their latest plan years, about $0 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Capitol Securities Management and ADP, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.