401(k) · DOL Form 5500 · 2023

Fidelity Bank 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
371
Participants Below avg headcount
80th
Percentile by assets National rank
$87,749
Avg per participant Below avg balance/head
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Official DOL plan name: Fidelity Bank 401(k) Retirement Plan · Sponsored by Fidelity Bank · Louisiana · Finance & Insurance

$33M in assets, 371 participants

Fidelity Bank's Fidelity Bank 401(k) Retirement Plan reported $33M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,199 in Finance & Insurance (8,869 peers)

Where Fidelity Bank 401(k) Retirement Plan sits by assets

Fidelity Bank 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 371 participants (~$87,749/participant), up 16.6% in 2023.

#6,199
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fidelity Bank 401(k) Retirement Plan's outsized position by total assets

Fidelity Bank 401(k) Retirement Plan vs every filed plan by assets

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

$32,554,751 Top 20% higher than 80% 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

Fidelity Bank 401(k) Retirement Plan 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. Fidelity Bank 401(k) Retirement Plan sits mid-pack in the medium band (371 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Bank 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fidelity Bank 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Fidelity Bank 401(k) Retirement Plan reported participants rose from 360 in the plan year 2022 filing to 371 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720184470 · Fidelity Bank PY 2023 · 401(k)

Fidelity Bank 401(k) Retirement Plan · $33M · 371 · 80th

  • BOOK $33M
  • BOOK 371
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Creative & Response Research Services, Inc. Eps and 401(k) Plan
  • BOOK ind #6199

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 Louisiana →

Fidelity Bank 401(k) Retirement Plan in the asset neighbourhood

First Citizens National Bank 401(k) PlanFirst Citizens National Bank…$33MFidelity Bank 401(k) Retirement PlanFidelity Bank 401(k) Retirem…$33MCreative & Response Research Services, Inc. Eps and 401(k) PlanCreative & Response Research…$33MCaparo Employees Retirement Savings PlanCaparo Employees Retirement …$33MMicro Electronics, Inc. 401(k) Savings PlanMicro Electronics, Inc. 401(…$33M
End-of-year total assets ($M) among Fidelity Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN720184470
Plan Effective Date2000-05-01
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
$52M 86.08552603308745% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.9M $52M ▲ +86.1%
Year Plans Participants Total Assets
2022 1 360 $28M
2023 1 371 $33M
2024 2 647 $52M

Nearby 401(k) Plans in Louisiana

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

Fidelity Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Fidelity Bank 401(k) Retirement Plan, Total assets ($B): 0.032554751 · Participants: 371Fidelity Bank 401(k) Retirement PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Fidelity Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Fidelity Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Creative & Response Research Services, Inc. Eps and 401(k) Plan in IL ($33M); by covered participants it is Fis 401(k) Plan in OK (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Fidelity Bank 401(k) Retirement Plan assets move in 2023? ▼
Fidelity Bank 401(k) Retirement Plan grew sharply - up 16.6% during 2023, from $28M to $33M. Reported net income was $5M.
How have Fidelity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Bank's sponsor-wide assets grew 86.1%, from $28M to $52M.
Where does Fidelity Bank 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Fidelity Bank 401(k) Retirement Plan ranks in the 80th 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 Fidelity Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative & Response Research Services, Inc. Eps and 401(k) Plan in IL ($33M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fis 401(k) Plan in OK (371 participants, N/A 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 720184470.

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.