ESOP · DOL Form 5500 · 2024

Fidelity Bank & Trust ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
247
Participants Below avg headcount
76th
Percentile by assets National rank
$109,205
Avg per participant Below avg balance/head
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Official DOL plan name: Fidelity Profit Sharing Plan - an ESOP · Sponsored by Fidelity Bank & Trust · Iowa · Finance & Insurance

$27M in assets, 247 participants

Fidelity Bank & Trust's Fidelity Profit Sharing Plan - an ESOP reported $27M in total assets and 247 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.

  • #5,335 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Fidelity Profit Sharing Plan - an ESOP covers 247 participants in Iowa, about 41% of the average Iowa filer (state average ~609 per filing). Assets: $27M.

#5,335
in Finance & Insurance (8,549 peers)
+4.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fidelity Profit Sharing Plan - an ESOP's outsized position by total assets

Fidelity Profit Sharing Plan - an ESOP vs every filed plan by assets

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

$26,973,609 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 Profit Sharing Plan - an ESOP 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 Profit Sharing Plan - an ESOP sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Profit Sharing Plan - an ESOP reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fidelity Profit Sharing Plan - an ESOP end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420388390 · Fidelity Bank & Trust PY 2024 · ESOP

Fidelity Profit Sharing Plan - an ESOP · $27M · 247 · 76th

  • BOY $27M
  • SCH 247
  • EBSA 76th
  • PART ESOP
  • TYPE near Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan
  • NET ind #5335

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 Iowa →

Fidelity Profit Sharing Plan - an ESOP in the asset neighbourhood

Fidelity Profit Sharing Plan - an ESOPFidelity Profit Sharing Plan…$27MWenthe-Davidson Engineering Co. Employee Stock Ownership PlanWenthe-Davidson Engineering …$27MAverest, Incorporated Employee Stock Ownership PlanAverest, Incorporated Employ…$27MInternational Decorators, Inc. Employee Stock Ownership PlanInternational Decorators, In…$27MLodor Enterprises, Inc. Employee Stock Ownership PlanLodor Enterprises, Inc. Empl…$27M
End-of-year total assets ($M) among Fidelity Profit Sharing Plan - an ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN420388390
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Bank & Trust)

Sponsor-wide plan assets over time

All Fidelity Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$36M 1.8837631832580384% vs 2022
2024 filing year
$34.5M$35M$35.5M$36M$36.5M$37M 202220232024 $35.8M $36.4M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 499 $36M
2023 2 498 $35M
2024 2 494 $36M

Nearby ESOP Plans in Iowa

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

Fidelity Profit Sharing Plan - an ESOP vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Fidelity Profit Sharing Plan - an ESOP, Total assets ($M): 26.973609 · Participants: 247Fidelity Profit Sharing Plan - an ESOPEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Fidelity Profit Sharing Plan - an ESOP vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Fidelity Profit Sharing Plan - an ESOP side-by-side with 3 peers →

Fidelity Profit Sharing Plan - an ESOP's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($27M); by covered participants it is Denbow Company ESOP in TX (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Profit Sharing Plan - an ESOP assets move in 2024? ▼
Fidelity Profit Sharing Plan - an ESOP edged up modestly - up 4.1% during 2024, from $26M to $27M. Reported net income was $1M.
How have Fidelity Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Bank & Trust's sponsor-wide assets grew 1.9%, from $36M to $36M.
Where does Fidelity Profit Sharing Plan - an ESOP rank by assets among Form 5500 filers? ▼
Fidelity Profit Sharing Plan - an ESOP 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 ESOP plans are similar in size to Fidelity Profit Sharing Plan - an ESOP? ▼
Among ESOP plans in other states, the closest by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($27M, 198 participants).
Which ESOP plans cover a similar participant headcount to Fidelity Profit Sharing Plan - an ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Denbow Company ESOP in TX (247 participants, $106M 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 420388390.

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.