401(k) · DOL Form 5500 · 2024

Fidelity Bank 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
466
Participants Below avg headcount
86th
Percentile by assets National rank
$122,643
Avg per participant Near avg balance/head
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Official DOL plan name: Fidelity Companies Employee Retirement Plan · Sponsored by Fidelity Bank · Kansas · Finance & Insurance

$57M in assets, 466 participants

Fidelity Bank's Fidelity Companies Employee Retirement Plan reported $57M in total assets and 466 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.

  • #6,633 in Finance & Insurance (8,549 peers)

Where Fidelity Companies Employee Retirement Plan sits by assets

Fidelity Companies Employee Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 466 participants (~$122,643/participant), up 14.4% in 2024.

#6,633
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fidelity Companies Employee Retirement Plan's outsized position by total assets

Fidelity Companies Employee Retirement Plan vs every filed plan by assets

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

$57,151,765 Top 14% higher than 86% 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 Companies Employee 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 Companies Employee Retirement Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Companies Employee Retirement Plan end-of-year assets rose from $50M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Fidelity Companies Employee Retirement Plan reported participants fell from 501 in the plan year 2023 filing to 466 in the plan year 2024 filing.
  • Fidelity Companies Employee Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 480630879 · Fidelity Bank PY 2024 · 401(k)

Fidelity Companies Employee Retirement Plan · $57M · 466 · 86th

  • PHOTO $57M
  • IND 466
  • EOY 86th
  • 5500 401(k)
  • ASSETS near Granicus, LLC 401(k)
  • PCT ind #6633

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 Kansas →

Fidelity Companies Employee Retirement Plan in the asset neighbourhood

Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and TrustBuckingham, Doolittle & Burr…$57MFidelity Companies Employee Retirement PlanFidelity Companies Employee …$57MGranicus, LLC 401(k)$57MThe Kolter Group LLC 401(k) PlanThe Kolter Group LLC 401(k) …$57MDiagnostic Pathology Medical Group, Inc. 401(k) Profit Sharing PlanDiagnostic Pathology Medical…$57M
End-of-year total assets ($M) among Fidelity Companies Employee 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)$50M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN480630879
Plan Effective Date1988-08-15
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
$57M 34.16069466567495% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.6M $57.2M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 526 $43M
2023 1 501 $50M
2024 1 466 $57M

Nearby 401(k) Plans in Kansas

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

Fidelity Companies Employee Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Fidelity Companies Employee Retirement Plan, Total assets ($B): 0.057151765 · Participants: 466Fidelity Companies Employee Retirement PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Fidelity Companies Employee Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Fidelity Companies Employee Retirement Plan side-by-side with 3 peers →

Fidelity Companies Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Granicus, LLC 401(k) in DC ($57M); by covered participants it is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Companies Employee Retirement Plan assets move in 2024? ▼
Fidelity Companies Employee Retirement Plan grew at a solid clip - up 14.4% during 2024, from $50M to $57M. Reported net income was $7M.
How have Fidelity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Bank's sponsor-wide assets grew 34.2%, from $43M to $57M.
Where does Fidelity Companies Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Fidelity Companies Employee Retirement Plan ranks in the 86th 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 Companies Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Granicus, LLC 401(k) in DC ($57M, 935 participants).
Which 401(k) plans cover a similar participant headcount to Fidelity Companies Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants, $8M 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 480630879.

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.