Profit Sharing · DOL Form 5500 · 2022

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
56th
Percentile by assets National rank
$504,188
Avg per participant High balance/head
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Official DOL plan name: Fidelity Mortgage Lenders, Inc. Profit Sharing Plan · Sponsored by Fidelity Mortgage Lenders, Inc. · California · Finance & Insurance

$7M in assets, 13 participants

Fidelity Mortgage Lenders, Inc.'s Fidelity Mortgage Lenders, Inc. Profit Sharing Plan reported $7M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,680 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan holds $7M for 13 participants - about $504,188 per participant, above the median plan by assets.

#3,680
in Finance & Insurance (9,261 peers)
-5.8%
assets change YoY

The plan reported a net loss of $406K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$6,554,448 Top 44% higher than 56% 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. Profit Sharing Plan among smaller 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. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 952682899 · Fidelity Mortgage Lenders, Inc. PY 2022 · Profit Sharing

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan · $7M · 13 · 56th

  • ASSETS $7M
  • PCT 13
  • EIN 56th
  • RANK Profit Sharing
  • PHOTO near The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc.
  • IND ind #3680

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. Profit Sharing Plan in the asset neighbourhood

Jose a. Alonso Alonso Retirement PlanJose a. Alonso Alonso Retire…$7MFidelity Mortgage Lenders, Inc. Profit Sharing PlanFidelity Mortgage Lenders, I…$7MThe 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc.The 401(a) Profit Sharing Pl…$7MPrager, Simon & Associates, LLP Profit Sharing PlanPrager, Simon & Associates, …$7MCitibank Business & Professional Retirement PlanCitibank Business & Professi…$7M
End-of-year total assets ($M) among Fidelity Mortgage Lenders, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$406K
Employer EIN952682899
Plan Effective Date1991-01-01
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 Profit Sharing Plans in California

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

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Fidelity Mortgage Lenders, Inc. Profit Sharing Plan, Total assets ($B): 0.006554448 · Participants: 13Fidelity Mortgage Lenders, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Fidelity Mortgage Lenders, Inc. Profit Sharing Plan side-by-side with 3 peers →

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc. in NJ ($7M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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. Profit Sharing Plan assets move in 2022? ▼
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan pulled back noticeably - down 5.8% during 2022, from $7M to $7M. Reported net income was -$406K.
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 Profit Sharing plans are similar in size to Fidelity Mortgage Lenders, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc. in NJ ($7M, 252 participants).
Which Profit Sharing plans cover a similar participant headcount to Fidelity Mortgage Lenders, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 participants, N/A 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.