ESOP · DOL Form 5500 · 2023

Fidelity Bank & Trust ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
249
Participants Below avg headcount
77th
Percentile by assets National rank
$104,037
Avg per participant Below avg balance/head
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Official DOL plan name: Fidelity Profit Sharing Plan - an ESOP · Sponsored by Fidelity Bank & Trust · Iowa · Finance & Insurance

$26M in assets, 249 participants

Fidelity Bank & Trust's Fidelity Profit Sharing Plan - an ESOP reported $26M in total assets and 249 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.

  • #5,771 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Fidelity Profit Sharing Plan - an ESOP covers 249 participants in Iowa, about 41% of the average Iowa filer (state average ~609 per filing). Assets: $26M.

#5,771
in Finance & Insurance (8,869 peers)
-4.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidelity Profit Sharing Plan - an ESOP's outsized position by total assets

Fidelity Profit Sharing Plan - an ESOP vs every filed plan by assets

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

$25,905,124 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 Profit Sharing Plan - an ESOP 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 Profit Sharing Plan - an ESOP sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Profit Sharing Plan - an ESOP reported net income fell from $389K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Fidelity Profit Sharing Plan - an ESOP end-of-year assets fell from $27M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420388390 · Fidelity Bank & Trust PY 2023 · ESOP

Fidelity Profit Sharing Plan - an ESOP · $26M · 249 · 77th

  • ASSETS $26M
  • PCT 249
  • EIN 77th
  • RANK ESOP
  • PHOTO near Woodland Partners, Inc. Employee Stock Ownership Plan
  • IND ind #5771

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 What is an ESOP? → · Plans in Iowa →

Fidelity Profit Sharing Plan - an ESOP in the asset neighbourhood

Eileen Fisher, Inc. Employee Stock Ownership PlanEileen Fisher, Inc. Employee…$26MFidelity Profit Sharing Plan - an ESOPFidelity Profit Sharing Plan…$26MWoodland Partners, Inc. Employee Stock Ownership PlanWoodland Partners, Inc. Empl…$26MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$26MGha Technologies, Inc. Employee Stock Ownership PlanGha Technologies, Inc. Emplo…$26M
End-of-year total assets ($M) among Fidelity Profit Sharing Plan - an ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$1M
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 ESOP Plans in Iowa

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

Fidelity Profit Sharing Plan - an ESOP vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 20040060080010001200 -20002004006008001000 Total assets ($M) Participants Fidelity Profit Sharing Plan - an ESOP, Total assets ($M): 25.905124 · Participants: 249Fidelity Profit Sharing Plan - an ESOPEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Fidelity Profit Sharing Plan - an ESOP vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Fidelity Profit Sharing Plan - an ESOP side-by-side with 3 peers →

Fidelity Profit Sharing Plan - an ESOP's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Woodland Partners, Inc. Employee Stock Ownership Plan in MA ($26M); by covered participants it is Consolidated Safety Services, Inc. Employee Stock Ownership Plan in VA (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 Profit Sharing Plan - an ESOP assets move in 2023? ▼
Fidelity Profit Sharing Plan - an ESOP edged down modestly - down 4.0% during 2023, from $27M to $26M. Reported net income was -$1M.
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.
Where does Fidelity Profit Sharing Plan - an ESOP rank by assets among Form 5500 filers? ▼
Fidelity Profit Sharing Plan - an ESOP 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 ESOP plans are similar in size to Fidelity Profit Sharing Plan - an ESOP? ▼
Among ESOP plans in other states, the closest by assets is Woodland Partners, Inc. Employee Stock Ownership Plan in MA ($26M, 19 participants).
Which ESOP plans cover a similar participant headcount to Fidelity Profit Sharing Plan - an ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Safety Services, Inc. Employee Stock Ownership Plan in VA (249 participants, $26M 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.