401(k) · DOL Form 5500 · 2024

Fidelity Ban Corporation 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
130
Participants Small participant base
76th
Percentile by assets National rank
$217,441
Avg per participant Above avg balance/head
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Official DOL plan name: Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan · Sponsored by Fidelity Ban Corporation · Iowa · Finance & Insurance

$28M in assets, 130 participants

Fidelity Ban Corporation's Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan reported $28M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,428 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan covers 130 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $28M.

#5,428
in Finance & Insurance (8,549 peers)
+6.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$28,267,354 Top 24% higher than 76% 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 Ban Corporation Employee Stock Ownership and 401(k) 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 Ban Corporation Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan reported participants rose from 120 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421147211 · Fidelity Ban Corporation PY 2024 · 401(k)

Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan · $28M · 130 · 76th

  • EIN $28M
  • EIN 130
  • EIN 76th
  • EIN 401(k)
  • EIN near Precision Walls, Inc. 401(k) Plan
  • EIN ind #5428

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 Iowa →

Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Fidelity Ban Corporation Employee Stock Ownership and 401(k) PlanFidelity Ban Corporation Emp…$28MPrecision Walls, Inc. 401(k) PlanPrecision Walls, Inc. 401(k)…$28MCounty National Bank 401(k) PlanCounty National Bank 401(k) …$28MAmerican Service Center Associates of Arlington 401(k) PlanAmerican Service Center Asso…$28MFederation of State Boards of Physical Therapy 401(k) PlanFederation of State Boards o…$28M
End-of-year total assets ($M) among Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN421147211
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Ban Corporation)

Sponsor-wide plan assets over time

All Fidelity Ban Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.825469462604278% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.6M $28.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 127 $25M
2023 1 120 $26M
2024 1 130 $28M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.028267354 · Participants: 130Fidelity Ban Corporation Employee Stock Ownership and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Precision Walls, Inc. 401(k) Plan in NC ($28M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Ban Corporation Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $26M to $28M. Reported net income was $2M.
How have Fidelity Ban Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Ban Corporation's sponsor-wide assets grew 14.8%, from $25M to $28M.
Where does Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan ranks in the 76th 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 Ban Corporation Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision Walls, Inc. 401(k) Plan in NC ($28M, 1,036 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity Ban Corporation Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 421147211.

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.