401(k) · DOL Form 5500 · 2022

The Fidelity Bank 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
457
Participants Below avg headcount
85th
Percentile by assets National rank
$79,281
Avg per participant Below avg balance/head
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Official DOL plan name: The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank · Sponsored by The Fidelity Bank · North Carolina · Finance & Insurance

$36M in assets, 457 participants

The Fidelity Bank's The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank reported $36M in total assets and 457 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,018 in Finance & Insurance (9,261 peers)

Where The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank sits by assets

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank sits in the top quartile of all filed plans by assets, $36M for 457 participants (~$79,281/participant), down 10.1% in 2022.

#7,018
in Finance & Insurance (9,261 peers)
-10.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank's outsized position by total assets

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,231,373 Top 15% higher than 85% of 139,123 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 2022

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank sits mid-pack in the medium band (457 participants).

Form 5500 schedule snapshot

Filing strip 560132040 · The Fidelity Bank PY 2022 · 401(k)

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank · $36M · 457 · 85th

  • RANK $36M
  • PHOTO 457
  • IND 85th
  • EOY 401(k)
  • 5500 near New Venture Fund 401(k) Profit Sharing Plan
  • ASSETS ind #7018

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 Finance & Insurance retirement plans → · Plans in North Carolina →

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in the asset neighbourhood

Ulse and Ulri Financial Security PlanUlse and Ulri Financial Secu…$36MBtg Pactual 401(k) Plan$36MThe Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Enhanced Capital Accumul…$36MNew Venture Fund 401(k) Profit Sharing PlanNew Venture Fund 401(k) Prof…$36MZara USA & Related Companies 401(k) PlanZara USA & Related Companies…$36M
End-of-year total assets ($M) among The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$36M
Net Income-$4M
Employer EIN560132040
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fidelity Bank)

Sponsor-wide plan assets over time

All The Fidelity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$99M 34.910172482757304% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.1M $98.6M ▲ +34.9%
Year Plans Participants Total Assets
2022 2 539 $73M
2023 2 542 $88M
2024 2 556 $99M

Nearby 401(k) Plans in North Carolina

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

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank, Total assets ($B): 0.036231373 · Participants: 457The Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank side-by-side with 3 peers →

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is New Venture Fund 401(k) Profit Sharing Plan in DC ($36M); by covered participants it is Albert Kemperle, Inc. Retirement Trust in NY (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank assets move in 2022? ▼
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank pulled back noticeably - down 10.1% during 2022, from $40M to $36M. Reported net income was -$4M.
How have The Fidelity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fidelity Bank's sponsor-wide assets grew 34.9%, from $73M to $99M.
Where does The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank rank by assets among Form 5500 filers? ▼
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank? ▼
Among 401(k) plans in other states, the closest by assets is New Venture Fund 401(k) Profit Sharing Plan in DC ($36M, 674 participants).
Which 401(k) plans cover a similar participant headcount to The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Albert Kemperle, Inc. Retirement Trust in NY (457 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560132040.

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.