Money Purchase · DOL Form 5500 · 2023

Fidelity Bank & Trust Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
249
Participants Below avg headcount
56th
Percentile by assets National rank
$36,346
Avg per participant Low balance/head
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Official DOL plan name: Fidelity Money Purchase Plan · Sponsored by Fidelity Bank & Trust · Iowa · Finance & Insurance

$9M in assets, 249 participants

Fidelity Bank & Trust's Fidelity Money Purchase Plan reported $9M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,656 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Fidelity Money Purchase Plan covers 249 participants in Iowa, about 41% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#3,656
in Finance & Insurance (8,869 peers)
+3.2%
assets growth YoY

Fidelity Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers

Fidelity Money Purchase Plan vs every filed plan by assets

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

$9,050,259 Top 44% higher than 56% 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 Money Purchase 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 Money Purchase Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Money Purchase Plan reported net income rose from $170K in the plan year 2022 filing to $284K in the plan year 2023 filing.
  • Fidelity Money Purchase Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420388390 · Fidelity Bank & Trust PY 2023 · Money Purchase

Fidelity Money Purchase Plan · $9M · 249 · 56th

  • TYPE $9M
  • TYPE 249
  • TYPE 56th
  • TYPE Money Purchase
  • TYPE near Kai Ming, Inc 403(b) DC Retirement Plan
  • TYPE ind #3656

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 Iowa →

Fidelity Money Purchase Plan in the asset neighbourhood

St. Benedict Health Center Employees Pension PlanSt. Benedict Health Center E…$9MFacility Solutions Group, Inc Davis-Bacon Pension Plan & TrustFacility Solutions Group, In…$9MKai Ming, Inc 403(b) DC Retirement PlanKai Ming, Inc 403(b) DC Reti…$9MFidelity Money Purchase Plan$9MWarren I Dotz Md Money Purchase Pension PlanWarren I Dotz Md Money Purch…$9M
End-of-year total assets ($M) among Fidelity Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$284K
Employer EIN420388390
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Bank & Trust)

Sponsor-wide plan assets over time

All Fidelity Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$36M 1.8837631832580384% vs 2022
2024 filing year
$34.5M$35M$35.5M$36M$36.5M$37M 202220232024 $35.8M $36.4M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 499 $36M
2023 2 498 $35M
2024 2 494 $36M

Nearby Money Purchase Plans in Iowa

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Fidelity Money Purchase Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 02004006008001000 020406080 Total assets ($M) Participants Fidelity Money Purchase Plan, Total assets ($M): 9.050259 · Participants: 249Fidelity Money Purchase PlanIowa Builders Retirement Plan, Total assets ($M): 65.935672 · Participants: 424Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 52.715801 · Participants: 234IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 38.252919 · Participants: 875Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 21.564104 · Participants: 183Morningside University Defined Contribution RetireGrand View University Employees' Money Purchase Plan, Total assets ($M): 18.167066 · Participants: 226Grand View University Employees' Money Purchase Plan
Fidelity Money Purchase Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Fidelity Money Purchase Plan side-by-side with 3 peers →

Fidelity Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Kai Ming, Inc 403(b) DC Retirement Plan in CA ($9M); by covered participants it is Mdrc Pension Plan in NY (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Money Purchase Plan assets move in 2023? ▼
Fidelity Money Purchase Plan edged up modestly - up 3.2% during 2023, from $9M to $9M. Reported net income was $284K.
How have Fidelity Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Bank & Trust's sponsor-wide assets grew 1.9%, from $36M to $36M.
Which Money Purchase plans are similar in size to Fidelity Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Kai Ming, Inc 403(b) DC Retirement Plan in CA ($9M, 119 participants).
Which Money Purchase plans cover a similar participant headcount to Fidelity Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mdrc Pension Plan in NY (249 participants, $40M 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 420388390.

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.