401(k) · DOL Form 5500 · 2022
Fairway Independent Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $397M
- Total assets Above avg plan size
- 10,256
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $38,735
- Avg per participant Low balance/head
Official DOL plan name: Fairway Mortgage Corp. Savings & Investment Plan · Sponsored by Fairway Independent Mortgage Corporation · Wisconsin · Finance & Insurance
$397M in assets, 10,256 participants
Fairway Independent Mortgage Corporation's Fairway Mortgage Corp. Savings & Investment Plan reported $397M in total assets and 10,256 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,835 in Finance & Insurance (9,261 peers)
Coverage in Wisconsin
Fairway Mortgage Corp. Savings & Investment Plan covers 10,256 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $397M.
- #8,835
- in Finance & Insurance (9,261 peers)
- -9.4%
- assets change YoY
- 4.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fairway Mortgage Corp. Savings & Investment Plan's outsized position by total assets
Fairway Mortgage Corp. Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$397,264,208 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fairway Mortgage Corp. Savings & Investment Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fairway Mortgage Corp. Savings & Investment Plan is a mega filing (10,256 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 760503625 · Fairway Independent Mortgage Corporation PY 2022 · 401(k)
Fairway Mortgage Corp. Savings & Investment Plan · $397M · 10,256 · 97th
- RANK $397M
- RANK 10,256
- RANK 97th
- RANK 401(k)
- RANK near Ryerson Savings Plan
- RANK ind #8835
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 Wisconsin →
Fairway Mortgage Corp. Savings & Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $438M |
|---|---|
| Net Assets (End of Year) | $397M |
| Net Income | -$41M |
| Employer EIN | 760503625 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fairway Independent Mortgage Corporation)
Sponsor-wide plan assets over time
All Fairway Independent Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $578M 11.244350312389956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,932 | $519M |
| 2023 | 2 | 14,777 | $542M |
| 2024 | 2 | 10,220 | $578M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Scale composition for Fairway Mortgage Corp. Savings & Investment Plan
Fairway Mortgage Corp. Savings & Investment Plan reports $397M in end-of-year assets across 10,256 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $38,735 per participant (28% of the national average assets-per-participant) . Net income for plan year 2022 was -$41M.
This plan identity (EIN 760503625, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $397M to $455M (+14.6%) while covered participants moved from 10,256 to 5,191 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,256 | $397M | This page |
| 2023 | 7,649 | $436M | Open filing |
| 2024 · index core | 5,191 | $455M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Fairway Mortgage Corp. Savings & Investment Plan (401(k), $455M, 5,191 participants)
- Fairway Independent Mortgage Corporation Employee Stock Ownership (ESOP, $123M, 5,029 participants)
Fairway Mortgage Corp. Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ryerson Savings Plan in IL ($397M); by covered participants it is Thomson Reuters 401(k) Savings Plan in MN (10,255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($397M here).
- Ryerson Savings Plan (IL) $397M · 2,518
- Nova Southeastern University 401(k) Plan (FL) $397M · 4,906
- Public Company Accounting Oversight Board Investment & Savings Plan (DC) $397M · 807
- Rush Enterprises, Inc. Employee 401(k) Plan (TX) $398M · 7,035
Similar participant headcount
Nearest other-state filings by covered participants (10,256 participants); asset peers above are excluded.
- Thomson Reuters 401(k) Savings Plan (MN) 10,255 · 1 off
- Broadcom U.S. 401(k) Plan (CA) 10,258 · 2 off
- Peraton Corp. Retirement Savings Plan (VA) 10,222 · 34 off
- Ally Financial Inc. Retirement Savings Plan (MI) 10,291 · 35 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.