Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Fidelity Workplace Services LLC
Most often reported for recordkeeping and administration
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 277 retirement plans with 100 or more participants reported paying Fidelity Workplace Services LLC $5,000 or more. Those plans cover 1,562,583 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $47.7M. Per plan, the median was $64.67 per participant, with the middle half of plans between $31.37 and $107. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (33), California (31) and New York (21).
In 2009 it appeared on 14 such filings; in 2024, 280. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $31.37 | $64.67 | $107 |
| Compensation as a share of plan net assets | 0.04% | 0.12% | 0.25% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $209K |
| The Pension Value Plan for Employees of the Boeing Company | The Boeing Co. and Consolidated Subsidiaries | VA | 115,617 | $23.3B | $3.7M |
| The Boeing Company Employee Retirement Plan | The Boeing Co. and Consolidated Subsidiaries | VA | 115,404 | $15.4B | $3.4M |
| Pepsico, Inc. Employees Retirement Plan H | Pepsico, Inc. | NY | 85,189 | $4.20B | $4.3M |
| Pepsico Employees Retirement Plan I | Pepsico, Inc. | NY | 55,326 | $6.82B | $3.4M |
| The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO | American Airlines, Inc. - Retirement | TX | 35,547 | $4.26B | $888K |
| Shell Pension Plan | Shell USA, Inc. | TX | 31,775 | $9.57B | $3.2M |
| Boeing North American Retirement Plan | The Boeing Co. and Consolidated Subsidiaries | VA | 26,727 | $2.29B | $1.1M |
| Nokia SAVINGS/401(K) Plan | Nokia of America Corporation | NJ | 24,880 | $8.95B | $544K |
| The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers | American Airlines, Inc. - Retirement | TX | 24,831 | $2.66B | $1.4M |
| Halliburton Retirement and Savings Plan | Halliburton Company | TX | 24,712 | $4.54B | $1.2M |
| The Retirement Benefit Plan of American Airlines, Inc. for Flight Attendants | American Airlines, Inc. - Retirement | TX | 22,717 | $2.55B | $1.5M |
| The Hartford Retirement Plan for U.S. Employees | The Hartford Financial Services Group, Inc. | CT | 20,823 | $3.39B | $1.1M |
| Texas Children's Hospital Cash Balance Pension Plan | Texas Children's | TX | 19,315 | $713M | $1.1M |
| Employee Retirement Income Plan - Hourly West | The Boeing Co. and Consolidated Subsidiaries | VA | 18,566 | $1.71B | $784K |
| Ricoh USA, Inc. Retirement Savings Plan | Ricoh USA, Inc. | PA | 16,405 | $2.17B | $433K |
| American Express Retirement Plan | American Express Company and Its Participating Subsidiaries | NY | 16,121 | $1.01B | $301K |
| Mfa 401(k) Plan | Mfa Benefits LLC | NJ | 14,985 | $101M | $164K |
| Fidelity Advantage 401(k) | Fidelity Workplace Services LLC | MA | 14,959 | $185M | $1.3M |
| Employee Retirement Income Plan - Hourly East | The Boeing Co. and Consolidated Subsidiaries | VA | 12,326 | $1.37B | $537K |
| Centerpoint Energy Retirement Plan | Centerpoint Energy, Inc. | TX | 12,081 | $1.09B | $281K |
| William Marsh Rice University Defined Contribution Retirement Plan | William Marsh Rice University | TX | 11,931 | $930M | $49K |
| American Airlines, Inc. Pilot Retirement Benefit Program | American Airlines, Inc. - Retirement | TX | 9,973 | $2.71B | $463K |
| William Marsh Rice University Supplemental 403(b) Plan | William Marsh Rice University | TX | 9,731 | $848M | $17K |
| Kimberly-Clark Corporation Pension Plan | Kimberly-Clark Corporation | WI | 9,325 | $871M | $697K |
| The Aerospace Employees' Retirement Plan (Aerp) | The Aerospace Corporation | CA | 7,438 | $2.14B | $480K |
| Cadence Retirement Plan and Trust Agreement | Cadence Bank | MS | 6,779 | $341M | $869K |
| Owens Corning Merged Retirement Plan | Owens Corning | OH | 6,192 | $336M | $620K |
| Agere Systems Pension Plan | Lsi Corporation | PA | 5,181 | $909M | $249K |
| Keysight Technologies, Inc. Retirement Plan | Keysight Technologies, Inc. | CA | 4,619 | $921M | $353K |
| American Furniture Warehouse 401(k) Plan | American Furniture Warehouse | CO | 4,574 | $96.0M | $93K |
| Pension Plan for Eligible Bettis Employees and Retirees | Fluor Marine Propulsion, LLC | PA | 4,261 | $1.18B | $272K |
| Agilent Technologies, Inc. Retirement Plan | Agilent Technologies, Inc. | CA | 4,182 | $519M | $916K |
| Non-Contributory Retirement Plan | The Boeing Co. and Consolidated Subsidiaries | VA | 3,538 | $514M | $224K |
| Roseburg Forest Products Co. and Western States Regional Council of Carpenters Pension Plan | Roseburg Forest Products Co. and Western States Regional Council | OR | 3,532 | $237M | $855K |
| Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund | Trustees of Minnesota & North Dakota Bricklayers & Allied Craftworkers | MN | 3,492 | $481M | $65K |
| Fletcher Jones Automotive Group Employee 401(k) Retirement Plan | Fletcher Jones Management Group, LLC | NV | 3,316 | $170M | $161K |
| Salaried Employee Pension Plan for Kapl Employees and Retirees | Fluor Marine Propulsion, LLC | PA | 3,269 | $1.06B | $240K |
| The Cook & Boardman Group, LLC 401(k) Plan | Cook & Boardman Group, LLC | NC | 3,179 | $120M | $167K |
| Behavior Frontiers, LLC 401(k) Plan | Behavior Frontiers, LLC | CA | 3,145 | $9.5M | $157K |
Questions and answers
How many plans does Fidelity Workplace Services LLC serve?
277 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Fidelity Workplace Services LLC?
The median plan reported $64.67 per participant in direct and indirect compensation (259 plans reporting an amount), or 0.12% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Plan Administrator (209 plans), Investment management (209 plans), Trustee (discretionary) (208 plans) and Participant loan processing (201 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.