Defined Benefit (Pension) · DOL Form 5500 · 2023

The Fidelity Bank Pension Plan

Data updated 2026-08-11

$39M
Total assets
74
Participants
83rd
Percentile by assets
$531,479
Avg per participant
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Official DOL plan name: The Fidelity Bank Pension Plan · Sponsored by The Fidelity Bank · North Carolina · Finance & Insurance

$39M in assets, 74 participants

The Fidelity Bank's The Fidelity Bank Pension Plan reported $39M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #6,537 in Finance & Insurance (8,869 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, $39M for 74 participants (~$531,479/participant), up 6.7% in 2023.

$39M
total plan assets (2023 EOY)
74
covered participants
83rd
percentile by assets (of 127,072 plans)
$531,479
avg assets per participant

Where The Fidelity Bank Pension Plan sits by total assets

The Fidelity Bank Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$39,329,452 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fidelity Bank Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Fidelity Bank Pension Plan reported participants fell from 82 in the plan year 2022 filing to 74 in the plan year 2023 filing.
  • The Fidelity Bank Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Finance & Insurance

The Fidelity Bank Pension Plan vs the 2023 asset distribution

By assets, The Fidelity Bank Pension Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$39M
Net Income$2M
Employer EIN560132040
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fidelity Bank)

$70M$80M$90M$100M$110M 202220232024 $73.1M $98.6M ▲ +34.9%
Total plan assets by year, all The Fidelity Bank plans on file
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. -200000200004000060000 -505101520 Total assets ($B) Participants The Fidelity Bank Pe…, Total assets ($B): 0.039329452 · Participants: 74The Fidelity Bank Pe…Honeywell Retirement…, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement…Truist Financial Cor…, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Cor…Duke Energy Retireme…, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retireme…Duke Energy Legacy P…, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy P…Employees' Retiremen…, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retiremen…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Fidelity Bank Pension Plan by total assets, not by location.

Frequently Asked Questions

How did The Fidelity Bank Pension Plan assets move in 2023? ▼
The Fidelity Bank Pension Plan grew at a solid clip - up 6.7% during 2023, from $37M to $39M. Reported net income was $2M.
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 83rd 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 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 Washington-Idaho Cement Masons Employers Retirement Trust Fund in WA ($39M, 340 participants).

Next read for The Fidelity Bank Pension Plan

Scale reading

Ways to act on The Fidelity Bank Pension Plan's numbers.

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.