Defined Benefit (Pension) · DOL Form 5500 · 2022
Fidelity Mortgage Lenders, Inc. Pension Plan
Data updated 2026-08-11
- $2M
- Total assets
- 7
- Participants
- 32nd
- Percentile by assets
- $245,548
- Avg per participant
Official DOL plan name: Fidelity Mortgage Lenders, Inc. Pension Plan · Sponsored by Fidelity Mortgage Lenders, Inc. · California · Finance & Insurance
$2M in assets, 7 participants
Fidelity Mortgage Lenders, Inc.'s Fidelity Mortgage Lenders, Inc. Pension Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- 32nd percentile by assets (of 139,126 plans)
- #1,968 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Fidelity Mortgage Lenders, Inc. Pension Plan holds $2M for 7 participants - about $245,548 per participant, in the lower half of filed plans by assets.
- $2M
- total plan assets (2022 EOY)
- 7
- covered participants
- 32nd
- percentile by assets (of 139,126 plans)
- $245,548
- avg assets per participant
The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit (Pension) filing for Fidelity Mortgage Lenders, Inc. Pension Plan
Defined Benefit (Pension) filing for plan year 2022: EIN 952682899 ; effective since 2004-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$32K |
| Employer EIN | 952682899 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fidelity Mortgage Lenders, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20 | $8M |
| 2023 | 2 | 21 | $8M |
| 2024 | 2 | 20 | $8M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Fidelity Mortgage Lenders, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Fidelity Mortgage Lenders, Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Fidelity Mortgage Lenders, Inc. Pension Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Fidelity Mortgage Lenders, Inc. Pension Plan's numbers.
- By total assets, Fidelity Mortgage Lenders, Inc. Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Fidelity Mortgage Lenders, Inc.'s sponsor-wide assets have declined 1.0% since 2022 across 3 plan years on file. More Finance & Insurance plans