401(k) · DOL Form 5500 · 2022

Fidelity Bank 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
526
Participants Below avg headcount
87th
Percentile by assets National rank
$80,988
Avg per participant Below avg balance/head
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Official DOL plan name: Fidelity Companies Employee Retirement Plan · Sponsored by Fidelity Bank · Kansas · Finance & Insurance

$43M in assets, 526 participants

Fidelity Bank's Fidelity Companies Employee Retirement Plan reported $43M in total assets and 526 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,267 in Finance & Insurance (9,261 peers)

Where Fidelity Companies Employee Retirement Plan sits by assets

Fidelity Companies Employee Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 526 participants (~$80,988/participant), down 17.7% in 2022.

#7,267
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidelity Companies Employee Retirement Plan's outsized position by total assets

Fidelity Companies Employee Retirement Plan vs every filed plan by assets

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

$42,599,485 Top 13% higher than 87% 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

Fidelity Companies Employee Retirement 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 Companies Employee Retirement Plan sits mid-pack in the medium band (526 participants).

EBSA filing schedule strip

Filing strip 480630879 · Fidelity Bank PY 2022 · 401(k)

Fidelity Companies Employee Retirement Plan · $43M · 526 · 87th

  • VS-ST $43M
  • VS-ST 526
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Weiss Asset Management LP 401(k) Profit Sharing Plan
  • VS-ST ind #7267

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 Kansas →

Fidelity Companies Employee Retirement Plan in the asset neighbourhood

Sumitovant Biopharma, Inc. 401(k) PlanSumitovant Biopharma, Inc. 4…$43MFidelity Companies Employee Retirement PlanFidelity Companies Employee …$43MWeiss Asset Management LP 401(k) Profit Sharing PlanWeiss Asset Management LP 40…$43MTepper Sports & Entertainment 401(k) PlanTepper Sports & Entertainmen…$43MThe Vanir 401(k) Plan$43M
End-of-year total assets ($M) among Fidelity Companies Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$43M
Net Income-$9M
Employer EIN480630879
Plan Effective Date1988-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Bank)

Sponsor-wide plan assets over time

All Fidelity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$57M 34.16069466567495% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.6M $57.2M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 526 $43M
2023 1 501 $50M
2024 1 466 $57M

Nearby 401(k) Plans in Kansas

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

Fidelity Companies Employee Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Fidelity Companies Employee Retirement Plan, Total assets ($B): 0.042599485 · Participants: 526Fidelity Companies Employee Retirement PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Fidelity Companies Employee Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Fidelity Companies Employee Retirement Plan side-by-side with 3 peers →

Fidelity Companies Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Weiss Asset Management LP 401(k) Profit Sharing Plan in MA ($43M); by covered participants it is Burger Brothers Restaurant Group 401(k) Plan in NY (526 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (526 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 Fidelity Companies Employee Retirement Plan assets move in 2022? ▼
Fidelity Companies Employee Retirement Plan declined sharply - down 17.7% during 2022, from $52M to $43M. Reported net income was -$9M.
How have Fidelity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Bank's sponsor-wide assets grew 34.2%, from $43M to $57M.
Where does Fidelity Companies Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Fidelity Companies Employee Retirement Plan ranks in the 87th 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 Fidelity Companies Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weiss Asset Management LP 401(k) Profit Sharing Plan in MA ($43M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity Companies Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burger Brothers Restaurant Group 401(k) Plan in NY (526 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 480630879.

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.