Money Purchase · DOL Form 5500 · 2022
Fidelity Bank & Trust Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 250
- Participants
- 62nd
- Percentile by assets
- $35,065
- Avg per participant
Official DOL plan name: Fidelity Money Purchase Plan · Sponsored by Fidelity Bank & Trust · Iowa · Finance & Insurance
$9M in assets, 250 participants
Fidelity Bank & Trust's Fidelity Money Purchase Plan reported $9M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 139,126 plans)
- #4,225 in Finance & Insurance (9,261 peers)
Coverage in Iowa
Fidelity Money Purchase Plan covers 250 participants in Iowa, about 41% of the average Iowa filer (state average ~609 per filing). Assets: $9M.
- $9M
- total plan assets (2022 EOY)
- 250
- covered participants
- 62nd
- percentile by assets (of 139,126 plans)
- $35,065
- avg assets per participant
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Fidelity Money Purchase Plan reports 250 participants - about 41% of that state average ($9M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $170K |
| Employer EIN | 420388390 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fidelity Bank & Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 499 | $36M |
| 2023 | 2 | 498 | $35M |
| 2024 | 2 | 494 | $36M |
Nearby Money Purchase Plans in Iowa
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Fidelity Money Purchase Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
- Iowa Builders Retirement Plan $57M · 378
- IBEW Local 13 Retirement Plan $48M · 229
- Iron Workers Local No. 67 Defined Contribution Fund $32M · 839
- Morningside University Defined Contribution Retire $20M · 206
- Grand View University Employees' Money Purchase Plan $16M · 233
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Fidelity Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Fidelity Money Purchase Plan assets move in 2022? ▼
How have Fidelity Bank & Trust plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Fidelity Money Purchase Plan? ▼
Next read for Fidelity Money Purchase Plan
Filing takeaways
Ways to act on Fidelity Money Purchase Plan's numbers.
- By total assets, Fidelity Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Iowa. Compare plans
- Fidelity Bank & Trust's sponsor-wide assets have grown 1.9% since 2022 across 3 plan years on file. More Finance & Insurance plans