401(k) · DOL Form 5500 · 2023

Fidelity Bank 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
501
Participants Below avg headcount
86th
Percentile by assets National rank
$99,724
Avg per participant Below avg balance/head
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Official DOL plan name: Fidelity Companies Employee Retirement Plan · Sponsored by Fidelity Bank · Kansas · Finance & Insurance

$50M in assets, 501 participants

Fidelity Bank's Fidelity Companies Employee Retirement Plan reported $50M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,897 in Finance & Insurance (8,869 peers)

Where Fidelity Companies Employee Retirement Plan sits by assets

Fidelity Companies Employee Retirement Plan sits in the top quartile of all filed plans by assets, $50M for 501 participants (~$99,724/participant), up 17.3% in 2023.

#6,897
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fidelity Companies Employee Retirement Plan's outsized position by total assets

Fidelity Companies Employee Retirement Plan vs every filed plan by assets

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

$49,961,797 Top 14% higher than 86% 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 Companies Employee 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 Companies Employee Retirement Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Companies Employee Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Fidelity Companies Employee Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Fidelity Companies Employee Retirement Plan reported participants fell from 526 in the plan year 2022 filing to 501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 480630879 · Fidelity Bank PY 2023 · 401(k)

Fidelity Companies Employee Retirement Plan · $50M · 501 · 86th

  • EOY $50M
  • 5500 501
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Beatrice Community Hospital and Health Center, Inc. Employees Savings Trust
  • RANK ind #6897

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 Kansas →

Fidelity Companies Employee Retirement Plan in the asset neighbourhood

Annuity Fund of Stage Employees Local 4 IatseAnnuity Fund of Stage Employ…$50MFidelity Companies Employee Retirement PlanFidelity Companies Employee …$50MBeatrice Community Hospital and Health Center, Inc. Employees Savings TrustBeatrice Community Hospital …$50MRyder Scott Company Petroleum Engineers Profit Sharing PlanRyder Scott Company Petroleu…$50MSafety Technology Holdings, Inc. 401(k) Savings PlanSafety Technology Holdings, …$50M
End-of-year total assets ($M) among Fidelity Companies Employee 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)$43M
Net Assets (End of Year)$50M
Net Income$7M
Employer EIN480630879
Plan Effective Date1988-08-15
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
$57M 34.16069466567495% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.6M $57.2M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 526 $43M
2023 1 501 $50M
2024 1 466 $57M

Nearby 401(k) Plans in Kansas

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

Fidelity Companies Employee Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Fidelity Companies Employee Retirement Plan, Total assets ($B): 0.049961797 · Participants: 501Fidelity Companies Employee Retirement PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Fidelity Companies Employee Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Fidelity Companies Employee Retirement Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is Beatrice Community Hospital and Health Center, Inc. Employees Savings Trust in NE ($50M); by covered participants it is Burton 401(k) Incentive Savings Plan in VT (501 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Companies Employee Retirement Plan assets move in 2023? ▼
Fidelity Companies Employee Retirement Plan grew sharply - up 17.3% during 2023, from $43M to $50M. Reported net income was $7M.
How have Fidelity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Bank's sponsor-wide assets grew 34.2%, from $43M to $57M.
Where does Fidelity Companies Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Fidelity Companies Employee Retirement Plan ranks in the 86th 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 Companies Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beatrice Community Hospital and Health Center, Inc. Employees Savings Trust in NE ($50M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity Companies Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burton 401(k) Incentive Savings Plan in VT (501 participants, $77M 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 480630879.

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.