Defined Benefit (Pension) · DOL Form 5500 · 2022

Fidelity Mortgage Lenders, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$245,548
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#1,968
in Finance & Insurance (9,261 peers)
-1.9%
assets change YoY

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.

Fidelity Mortgage Lenders, Inc. Pension Plan among the smaller filed plans by assets

Fidelity Mortgage Lenders, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,718,837 32nd percentile higher than 32% of 139,123 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 2022

Fidelity Mortgage Lenders, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Mortgage Lenders, Inc. Pension Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 952682899 · Fidelity Mortgage Lenders, Inc. PY 2022 · Defined Benefit (Pension)

Fidelity Mortgage Lenders, Inc. Pension Plan · $2M · 7 · 32nd

  • EIN $2M
  • RANK 7
  • PHOTO 32nd
  • IND Defined Benefit (Pension)
  • EOY near Joan Michelman Ltd. Retirement Trust
  • 5500 ind #1968

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 California →

Fidelity Mortgage Lenders, Inc. Pension Plan in the asset neighbourhood

Fidelity Mortgage Lenders, Inc. Pension PlanFidelity Mortgage Lenders, I…$2MJoan Michelman Ltd. Retirement TrustJoan Michelman Ltd. Retireme…$2MJames Seubert Farms, Inc. Pension Plan and TrustJames Seubert Farms, Inc. Pe…$2MChul H. Chai Pension Plan$2MHudson Transit Lines Union Employees Pension PlanHudson Transit Lines Union E…$2M
End-of-year total assets ($M) among Fidelity Mortgage Lenders, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$32K
Employer EIN952682899
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Mortgage Lenders, Inc.)

Sponsor-wide plan assets over time

All Fidelity Mortgage Lenders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 0.9659403731407779% vs 2022
2024 filing year
$8.1M$8.2M$8.3M$8.4M 202220232024 $8.27M $8.19M ▼ -1.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fidelity Mortgage Lenders, Inc. Pension Plan, Total assets ($B): 0.001718837 · Participants: 7Fidelity Mortgage Lenders, Inc. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Fidelity Mortgage Lenders, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Fidelity Mortgage Lenders, Inc. Pension Plan side-by-side with 3 peers →

Fidelity Mortgage Lenders, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Joan Michelman Ltd. Retirement Trust in NY ($2M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fidelity Mortgage Lenders, Inc. Pension Plan assets move in 2022? ▼
Fidelity Mortgage Lenders, Inc. Pension Plan edged down modestly - down 1.9% during 2022, from $2M to $2M. Reported net income was -$32K.
How have Fidelity Mortgage Lenders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidelity Mortgage Lenders, Inc.'s sponsor-wide assets declined 1.0%, from $8M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Fidelity Mortgage Lenders, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joan Michelman Ltd. Retirement Trust in NY ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fidelity Mortgage Lenders, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952682899.

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.