401(k) · DOL Form 5500 · 2023

Fidelity Deposit & Discount Bank 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
280
Participants Below avg headcount
77th
Percentile by assets National rank
$90,247
Avg per participant Below avg balance/head
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Official DOL plan name: Fidelity Deposit & Discount Bank Profit Sharing Plan · Sponsored by Fidelity Deposit & Discount Bank · Pennsylvania · Finance & Insurance

$25M in assets, 280 participants

Fidelity Deposit & Discount Bank's Fidelity Deposit & Discount Bank Profit Sharing Plan reported $25M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,713 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Fidelity Deposit & Discount Bank Profit Sharing Plan covers 280 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.

#5,713
in Finance & Insurance (8,869 peers)
+15.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fidelity Deposit & Discount Bank Profit Sharing Plan's outsized position by total assets

Fidelity Deposit & Discount Bank Profit Sharing Plan vs every filed plan by assets

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

$25,269,088 Top 23% higher than 77% 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 Deposit & Discount Bank Profit Sharing 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 Deposit & Discount Bank Profit Sharing Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Deposit & Discount Bank Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fidelity Deposit & Discount Bank Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Fidelity Deposit & Discount Bank Profit Sharing Plan reported participants fell from 299 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 240578040 · Fidelity Deposit & Discount Bank PY 2023 · 401(k)

Fidelity Deposit & Discount Bank Profit Sharing Plan · $25M · 280 · 77th

  • 5500 $25M
  • 5500 280
  • 5500 77th
  • 5500 401(k)
  • 5500 near IBEW Local 288 Retirement and 401(k) Plan
  • 5500 ind #5713

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 Pennsylvania →

Fidelity Deposit & Discount Bank Profit Sharing Plan in the asset neighbourhood

Fidelity Deposit & Discount Bank Profit Sharing PlanFidelity Deposit & Discount …$25MIBEW Local 288 Retirement and 401(k) PlanIBEW Local 288 Retirement an…$25MTicketnetwork, Inc. 401(k) Profit Sharing PlanTicketnetwork, Inc. 401(k) P…$25MServ Behavioral Health System 401(k) Retirement PlanServ Behavioral Health Syste…$25MAnalytical Services & Materials, Inc. 401(k) Profit Sharing PlanAnalytical Services & Materi…$25M
End-of-year total assets ($M) among Fidelity Deposit & Discount Bank Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN240578040
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Deposit & Discount Bank)

Sponsor-wide plan assets over time

All Fidelity Deposit & Discount Bank plans reported in each filing year

Latest sponsor-wide plan assets
$28M 27.30018549774636% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.9M $27.9M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 299 $22M
2023 1 280 $25M
2024 1 292 $28M

Nearby 401(k) Plans in Pennsylvania

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

Fidelity Deposit & Discount Bank Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Fidelity Deposit & Discount Bank Profit Sharing Plan, Total assets ($B): 0.025269088 · Participants: 280Fidelity Deposit & Discount Bank Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Fidelity Deposit & Discount Bank Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Fidelity Deposit & Discount Bank Profit Sharing Plan side-by-side with 3 peers →

Fidelity Deposit & Discount Bank Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is IBEW Local 288 Retirement and 401(k) Plan in IA ($25M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Deposit & Discount Bank Profit Sharing Plan assets move in 2023? ▼
Fidelity Deposit & Discount Bank Profit Sharing Plan grew sharply - up 15.1% during 2023, from $22M to $25M. Reported net income was $3M.
How have Fidelity Deposit & Discount Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Deposit & Discount Bank's sponsor-wide assets grew 27.3%, from $22M to $28M.
Where does Fidelity Deposit & Discount Bank Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fidelity Deposit & Discount Bank Profit Sharing Plan ranks in the 77th 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 Deposit & Discount Bank Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is IBEW Local 288 Retirement and 401(k) Plan in IA ($25M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity Deposit & Discount Bank Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 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 240578040.

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.