Money Purchase · DOL Form 5500 · 2024

Fidelity Bank & Trust Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
247
Participants Below avg headcount
55th
Percentile by assets National rank
$38,310
Avg per participant Low balance/head
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Official DOL plan name: Fidelity Money Purchase Plan · Sponsored by Fidelity Bank & Trust · Iowa · Finance & Insurance

$9M in assets, 247 participants

Fidelity Bank & Trust's Fidelity Money Purchase Plan reported $9M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,295 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Fidelity Money Purchase Plan covers 247 participants in Iowa, about 41% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#3,295
in Finance & Insurance (8,549 peers)
+4.6%
assets growth YoY

Fidelity Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers

Fidelity Money Purchase Plan vs every filed plan by assets

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

$9,462,474 Top 45% higher than 55% 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 Money Purchase 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 Money Purchase Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Money Purchase Plan reported net income rose from $284K in the plan year 2023 filing to $412K in the plan year 2024 filing.
  • Fidelity Money Purchase Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420388390 · Fidelity Bank & Trust PY 2024 · Money Purchase

Fidelity Money Purchase Plan · $9M · 247 · 55th

  • RANK $9M
  • PHOTO 247
  • IND 55th
  • EOY Money Purchase
  • 5500 near Lucas Limited Money Purchase Pension Plan
  • ASSETS ind #3295

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 Money Purchase Plan in the asset neighbourhood

National Production Workers Union Severance Trust FundNational Production Workers …$10MLarkin & Associates PLLC Keogh PlanLarkin & Associates PLLC Keo…$10MFidelity Money Purchase Plan$9MLucas Limited Money Purchase Pension PlanLucas Limited Money Purchase…$9MUnited Teamster Annuity Fund$9M
End-of-year total assets ($M) among Fidelity Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$412K
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 Money Purchase Plans in Iowa

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

Fidelity Money Purchase Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200400600800 020406080 Total assets ($M) Participants Fidelity Money Purchase Plan, Total assets ($M): 9.462474 · Participants: 247Fidelity Money Purchase PlanIowa Builders Retirement Plan, Total assets ($M): 74.62524 · Participants: 400Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 59.523069 · Participants: 270IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 42.160618 · Participants: 689Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 22.77937 · Participants: 170Morningside University Defined Contribution RetireGrand View University Employees' Money Purchase Plan, Total assets ($M): 20.297319 · Participants: 231Grand View University Employees' Money Purchase Plan
Fidelity Money Purchase Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Fidelity Money Purchase Plan side-by-side with 3 peers →

Fidelity Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Lucas Limited Money Purchase Pension Plan in CA ($9M); by covered participants it is Jefferson Community Health Center Inc. Employees Pension Plan in NE (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 Money Purchase Plan assets move in 2024? ▼
Fidelity Money Purchase Plan edged up modestly - up 4.6% during 2024, from $9M to $9M. Reported net income was $412K.
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.
Which Money Purchase plans are similar in size to Fidelity Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lucas Limited Money Purchase Pension Plan in CA ($9M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Fidelity Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jefferson Community Health Center Inc. Employees Pension Plan in NE (247 participants, $9M 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.