Defined Benefit (Pension) · DOL Form 5500 · 2023

The Fidelity Bank Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
74
Participants Small participant base
83rd
Percentile by assets National rank
$531,479
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,537
in Finance & Insurance (8,869 peers)
+6.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Fidelity Bank Pension Plan's outsized position 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 $2,050,000,000 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 Fidelity Bank Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fidelity Bank Pension Plan is a small filing (74 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 560132040 · The Fidelity Bank PY 2023 · Defined Benefit (Pension)

The Fidelity Bank Pension Plan · $39M · 74 · 83rd

  • BOY $39M
  • SCH 74
  • EBSA 83rd
  • PART Defined Benefit (Pension)
  • TYPE near Washington-Idaho Cement Masons Employers Retirement Trust Fund
  • NET ind #6537

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 Fidelity Bank Pension Plan in the asset neighbourhood

Jovia Financial Credit Union Defined Benefit Plan and TrustJovia Financial Credit Union…$39MRetirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit EmployeesRetirement Plan of Liggett G…$39MWashington-Idaho Cement Masons Employers Retirement Trust FundWashington-Idaho Cement Maso…$39MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$39MThe Retirement Plan for Employees of the Decurion CorporationThe Retirement Plan for Empl…$39M
End-of-year total assets ($M) among The Fidelity Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 ($B) Participants The Fidelity Bank Pension Plan, Total assets ($B): 0.039329452 · Participants: 74The Fidelity Bank Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
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 →

The Fidelity Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Washington-Idaho Cement Masons Employers Retirement Trust Fund in WA ($39M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Fidelity Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keystone Folding Box Company Retirement Plan in NJ (74 participants, $7M 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.