Defined Benefit (Pension) · DOL Form 5500 · 2024

The Fidelity Bank Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
70
Participants Small participant base
81st
Percentile by assets National rank
$547,138
Avg per participant High balance/head
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Official DOL plan name: The Fidelity Bank Pension Plan · Sponsored by The Fidelity Bank · North Carolina · Finance & Insurance

$38M in assets, 70 participants

The Fidelity Bank's The Fidelity Bank Pension Plan reported $38M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,008 in Finance & Insurance (8,549 peers)

Where The Fidelity Bank Pension Plan sits by assets

The Fidelity Bank Pension Plan sits in the top quartile of all filed plans by assets, $38M for 70 participants (~$547,138/participant), down 2.6% in 2024.

#6,008
in Finance & Insurance (8,549 peers)
-2.6%
assets change YoY
0.4×
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.

The Fidelity Bank Pension Plan's outsized position by total assets

The Fidelity Bank Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$38,299,693 Top 19% higher than 81% 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

The Fidelity Bank Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fidelity Bank Pension Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Fidelity Bank Pension Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • The Fidelity Bank Pension Plan reported participants fell from 74 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • The Fidelity Bank Pension Plan end-of-year assets fell from $39M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560132040 · The Fidelity Bank PY 2024 · Defined Benefit (Pension)

The Fidelity Bank Pension Plan · $38M · 70 · 81st

  • 5500 $38M
  • 5500 70
  • 5500 81st
  • 5500 Defined Benefit (Pension)
  • 5500 near Iowa State Education Association Employees' Pension Trust
  • 5500 ind #6008

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 North Carolina →

The Fidelity Bank Pension Plan in the asset neighbourhood

The French's Food Company LLC Retirement Plan for Union EmployeesThe French's Food Company LL…$38MMountain States Employers Council, Inc. Pension Plan and TrustMountain States Employers Co…$38MSignature Healthcare Retirement Plan CSignature Healthcare Retirem…$38MIowa State Education Association Employees' Pension TrustIowa State Education Associa…$38MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$38M
End-of-year total assets ($M) among The Fidelity Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$38M
Net Income-$1M
Employer EIN560132040
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fidelity Bank)

Sponsor-wide plan assets over time

All The Fidelity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$99M 34.910172482757304% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.1M $98.6M ▲ +34.9%
Year Plans Participants Total Assets
2022 2 539 $73M
2023 2 542 $88M
2024 2 556 $99M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Fidelity Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants The Fidelity Bank Pension Plan, Total assets ($B): 0.038299693 · Participants: 70The Fidelity Bank Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
The Fidelity Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare The Fidelity Bank Pension Plan side-by-side with 3 peers →

The Fidelity Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Iowa State Education Association Employees' Pension Trust in IA ($38M); by covered participants it is Dimensions Health Corporation Pension Plan B in MD (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 The Fidelity Bank Pension Plan assets move in 2024? ▼
The Fidelity Bank Pension Plan edged down modestly - down 2.6% during 2024, from $39M to $38M. Reported net income was -$1M.
How have The Fidelity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fidelity Bank's sponsor-wide assets grew 34.9%, from $73M to $99M.
Where does The Fidelity Bank Pension Plan rank by assets among Form 5500 filers? ▼
The Fidelity Bank Pension Plan ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to The Fidelity Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iowa State Education Association Employees' Pension Trust in IA ($38M, 52 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Fidelity Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dimensions Health Corporation Pension Plan B in MD (70 participants, $14M 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 560132040.

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.