401(k) · DOL Form 5500 · 2024
The Fidelity Bank 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 486
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $124,063
- Avg per participant Near avg balance/head
Official DOL plan name: The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank · Sponsored by The Fidelity Bank · North Carolina · Finance & Insurance
$60M in assets, 486 participants
The Fidelity Bank's The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank reported $60M in total assets and 486 participants in its 2024 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.
- #6,718 in Finance & Insurance (8,549 peers)
Where The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank sits by assets
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank sits in the top quartile of all filed plans by assets, $60M for 486 participants (~$124,063/participant), up 22.8% in 2024.
- #6,718
- in Finance & Insurance (8,549 peers)
- +22.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank's outsized position by total assets
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,294,539 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank 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. The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank sits mid-pack in the medium band (486 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank end-of-year assets rose from $49M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank reported participants rose from 468 in the plan year 2023 filing to 486 in the plan year 2024 filing.
DOL schedule card
Filing strip 560132040 · The Fidelity Bank PY 2024 · 401(k)
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank · $60M · 486 · 86th
- EIN $60M
- RANK 486
- PHOTO 86th
- IND 401(k)
- EOY near Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan
- 5500 ind #6718
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 Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $11M |
| Employer EIN | 560132040 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 539 | $73M |
| 2023 | 2 | 542 | $88M |
| 2024 | 2 | 556 | $99M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan in MA ($60M); by covered participants it is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA (486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.
- 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries (CA) 486 · 0 off
- Tampa Bay Rays 401(k) Plan (FL) 486 · 0 off
- Arborworks, Inc. 401(k) Plan (CA) 486 · 0 off
- Malvern Health 401(k) Plan (PA) 486 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.