Money Purchase · DOL Form 5500 · 2022
Fidelity Bank & Trust Money Purchase Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $35,065
- Avg per participant Low balance/head
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.
- #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.
- #4,225
- in Finance & Insurance (9,261 peers)
- +2.0%
- assets growth YoY
Fidelity Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers
Fidelity Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,766,260 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fidelity Money Purchase Plan 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. Fidelity Money Purchase Plan sits mid-pack in the medium band (250 participants).
Published 5500 schedule card
Filing strip 420388390 · Fidelity Bank & Trust PY 2022 · Money Purchase
Fidelity Money Purchase Plan · $9M · 250 · 62nd
- BOY $9M
- SCH 250
- EBSA 62nd
- PART Money Purchase
- TYPE near Marine Maintenance Staff Pension Plan
- NET ind #4225
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 Iowa →
Fidelity Money Purchase Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Fidelity Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 1.8837631832580384% vs 2022
- 2024 filing year
| 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.
- 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
Fidelity Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Iowa, the nearest Money Purchase by assets is Marine Maintenance Staff Pension Plan in NJ ($9M); by covered participants it is Delta Dental of Missouri Money Purchase Pension Plan in MO (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 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.