Defined Benefit (Pension) · DOL Form 5500 · 2022

The Fidelity Bank Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
82
Participants Small participant base
85th
Percentile by assets National rank
$449,390
Avg per participant High balance/head
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Official DOL plan name: The Fidelity Bank Pension Plan · Sponsored by The Fidelity Bank · North Carolina · Finance & Insurance

$37M in assets, 82 participants

The Fidelity Bank's The Fidelity Bank Pension Plan reported $37M in total assets and 82 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.

  • #7,041 in Finance & Insurance (9,261 peers)

Where The Fidelity Bank Pension Plan sits by assets

The Fidelity Bank Pension Plan sits in the top quartile of all filed plans by assets, $37M for 82 participants (~$449,390/participant), down 23.9% in 2022.

#7,041
in Finance & Insurance (9,261 peers)
-23.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Fidelity Bank Pension Plan's outsized position by total assets

The Fidelity Bank Pension Plan vs every filed plan by assets

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

$36,850,019 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 Fidelity Bank Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fidelity Bank Pension Plan is a small filing (82 participants) on this national headcount ladder.

DOL schedule card

Filing strip 560132040 · The Fidelity Bank PY 2022 · Defined Benefit (Pension)

The Fidelity Bank Pension Plan · $37M · 82 · 85th

  • VS-ST $37M
  • BOY 82
  • SCH 85th
  • EBSA Defined Benefit (Pension)
  • PART near Amalgamated Retail Retirement Fund
  • TYPE ind #7041

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 Fidelity Bank Pension Plan in the asset neighbourhood

I.B.E.W. Local No. 106 Pension PlanI.B.E.W. Local No. 106 Pensi…$37MCatholic Financial Life Pension PlanCatholic Financial Life Pens…$37MAmalgamated Retail Retirement FundAmalgamated Retail Retiremen…$37MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$37MLloyd's Register Americas, Inc. Retirement Plan for United States EmployeesLloyd's Register Americas, I…$37M
End-of-year total assets ($M) among The Fidelity Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$37M
Net Income-$12M
Employer EIN560132040
Plan Effective Date1960-01-01
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 Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Fidelity Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants The Fidelity Bank Pension Plan, Total assets ($B): 0.036850019 · Participants: 82The Fidelity Bank Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
The Fidelity Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare The Fidelity Bank Pension Plan side-by-side with 3 peers →

The Fidelity Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Amalgamated Retail Retirement Fund in NY ($37M); by covered participants it is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (82 participants). Same-state nearby plans are listed separately above.

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 Fidelity Bank Pension Plan assets move in 2022? ▼
The Fidelity Bank Pension Plan declined sharply - down 23.9% during 2022, from $48M to $37M. Reported net income was -$12M.
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 Fidelity Bank Pension Plan rank by assets among Form 5500 filers? ▼
The Fidelity Bank Pension Plan 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 Defined Benefit (Pension) plans are similar in size to The Fidelity Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Retail Retirement Fund in NY ($37M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Fidelity Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (82 participants, $3M 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.