401(k) · DOL Form 5500 · 2024

Fidelity Bank 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
357
Participants Below avg headcount
79th
Percentile by assets National rank
$92,575
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, 357 participants

Fidelity Bank's Fidelity Bank 401(k) Retirement Plan reported $33M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,708 in Finance & Insurance (8,549 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 357 participants (~$92,575/participant), up 1.5% in 2024.

#5,708
in Finance & Insurance (8,549 peers)
+1.5%
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 2024 · DOL Form 5500

$33,049,204 Top 21% higher than 79% of 123,620 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 2024

Fidelity Bank 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 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 (357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Bank 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $494K in the plan year 2024 filing.
  • Fidelity Bank 401(k) Retirement Plan reported participants fell from 371 in the plan year 2023 filing to 357 in the plan year 2024 filing.
  • Fidelity Bank 401(k) Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 720184470 · Fidelity Bank PY 2024 · 401(k)

Fidelity Bank 401(k) Retirement Plan · $33M · 357 · 79th

  • BOY $33M
  • BOY 357
  • BOY 79th
  • BOY 401(k)
  • BOY near Enzo Biochem, Inc. Salary Reduction Profit Sharing Plan
  • BOY ind #5708

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

Fidelity Bank 401(k) Retirement PlanFidelity Bank 401(k) Retirem…$33MEnzo Biochem, Inc. Salary Reduction Profit Sharing PlanEnzo Biochem, Inc. Salary Re…$33MChambers & Owen, Inc. 401(k) PlanChambers & Owen, Inc. 401(k)…$33MManna Pro Products, LLC Retirement PlanManna Pro Products, LLC Reti…$33MDwfritz Automation LLC 401(k) PlanDwfritz Automation LLC 401(k…$33M
End-of-year total assets ($M) among Fidelity Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$33M
Net Income$494K
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): 0.033049204 · Participants: 357Fidelity Bank 401(k) Retirement PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys 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 Enzo Biochem, Inc. Salary Reduction Profit Sharing Plan in NY ($33M); by covered participants it is Cogency Global, Inc. 401(k) Plan in NY (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Fidelity Bank 401(k) Retirement Plan edged up modestly - up 1.5% during 2024, from $33M to $33M. Reported net income was $494K.
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 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Enzo Biochem, Inc. Salary Reduction Profit Sharing Plan in NY ($33M, 132 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 Cogency Global, Inc. 401(k) Plan in NY (357 participants, $40M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.