401(k) · DOL Form 5500 · 2023

The Fidelity Bank 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
468
Participants Below avg headcount
85th
Percentile by assets National rank
$104,934
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

$49M in assets, 468 participants

The Fidelity Bank's The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank reported $49M in total assets and 468 participants in its 2023 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.

  • #6,872 in Finance & Insurance (8,869 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, $49M for 468 participants (~$104,934/participant), up 35.5% in 2023.

#6,872
in Finance & Insurance (8,869 peers)
+35.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$49,108,921 Top 15% higher than 85% of 127,068 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 2023

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

Plan-year 2023 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 (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank reported net income rose from -$4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank end-of-year assets rose from $36M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank reported participants rose from 457 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560132040 · The Fidelity Bank PY 2023 · 401(k)

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank · $49M · 468 · 85th

  • BOY $49M
  • SCH 468
  • EBSA 85th
  • PART 401(k)
  • TYPE near Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan
  • NET ind #6872

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

The Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Enhanced Capital Accumul…$49MLutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) PlanLutheran Charity Assoc Dba J…$49MFluidmaster, Inc. Savings PlanFluidmaster, Inc. Savings Pl…$49MM-E Engineers, Inc. 401(k) Profit Sharing Plan and TrustM-E Engineers, Inc. 401(k) P…$49MScopely Inc. 401(k) Plan$49M
End-of-year total assets ($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 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$49M
Net Income$13M
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank, Total assets ($B): 0.049108921 · Participants: 468The Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings 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 Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan in ND ($49M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank surged - up 35.5% during 2023, from $36M to $49M. Reported net income was $13M.
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 127,072 plans that reported assets for plan year 2023 (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 Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan in ND ($49M, 312 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 Banterra Corp. Profit Sharing Plan in IL (468 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.