ESOP · DOL Form 5500 · 2024

Fidelity Bank ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
290
Participants Below avg headcount
69th
Percentile by assets National rank
$65,231
Avg per participant Low balance/head
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Official DOL plan name: Fidelity Bank Employee Stock Ownership Plan · Sponsored by Fidelity Bank · Louisiana · Finance & Insurance

$19M in assets, 290 participants

Fidelity Bank's Fidelity Bank Employee Stock Ownership Plan reported $19M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,607 in Finance & Insurance (8,549 peers)

Fidelity Bank multi-year trail

Fidelity Bank's plans moved +86.1% in assets from 2022 to 2024; this filing shows Fidelity Bank Employee Stock Ownership Plan at $19M / 290 participants.

#4,607
in Finance & Insurance (8,549 peers)
$2M
reported net income

Fidelity Bank Employee Stock Ownership Plan's outsized position by total assets

Fidelity Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$18,917,040 Top 31% higher than 69% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (290 participants).

EBSA filing schedule strip

Filing strip 720184470 · Fidelity Bank PY 2024 · ESOP

Fidelity Bank Employee Stock Ownership Plan · $19M · 290 · 69th

  • SCH $19M
  • SCH 290
  • SCH 69th
  • SCH ESOP
  • SCH near Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement
  • SCH ind #4607

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 Louisiana →

Fidelity Bank Employee Stock Ownership Plan in the asset neighbourhood

Woodruff Construction Employee Stock Ownership PlanWoodruff Construction Employ…$19MEnnis Electric Company, Inc. Employee Stock Ownership Plan and TrustEnnis Electric Company, Inc.…$19MFidelity Bank Employee Stock Ownership PlanFidelity Bank Employee Stock…$19MTuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementTuxedo Investments, Inc. Emp…$19MPrisoner Transportation Services, Inc Employee Stock Ownership PlanPrisoner Transportation Serv…$19M
End-of-year total assets ($M) among Fidelity Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Fidelity Bank multi-year asset trail

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

Fidelity Bank filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN720184470
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Fidelity Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Fidelity Bank Employee Stock Ownership Plan, Total assets ($M): 18.91704 · Participants: 290Fidelity Bank Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 731.482952 · Participants: 745Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 528.169396 · Participants: 3705Acadian Ambulance Service, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 160.596658 · Participants: 142Rogers Manufacturing Corporation Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 142.07737 · Participants: 573Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 139.403332 · Participants: 867Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Fidelity Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Fidelity Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Fidelity Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement in TX ($19M); by covered participants it is Tampa Bay Banking Company Employee Stock Ownership Plan in FL (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 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.
Which ESOP plans are similar in size to Fidelity Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement in TX ($19M, N/A participants).
Which ESOP plans cover a similar participant headcount to Fidelity Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tampa Bay Banking Company Employee Stock Ownership Plan in FL (290 participants, $18M 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.