ESOP · DOL Form 5500 · 2022

Fairway Independent Mortgage Corporation ESOP

Data updated 2026-08-25

$122M
Total assets Near avg plan size
11,676
Participants Very large workforce
94th
Percentile by assets National rank
$10,465
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fairway Independent Mortgage Corporation Employee Stock Ownership Plan · Sponsored by Fairway Independent Mortgage Corporation · Wisconsin · Finance & Insurance

$122M in assets, 11,676 participants

Fairway Independent Mortgage Corporation's Fairway Independent Mortgage Corporation Employee Stock Ownership Plan reported $122M in total assets and 11,676 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,320 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan covers 11,676 participants in Wisconsin, 21x the typical Wisconsin plan (state average ~563 per filing). Assets: $122M.

#8,320
in Finance & Insurance (9,261 peers)
-31.0%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan's outsized position by total assets

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$122,193,274 Top 6% higher than 94% 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

Fairway Independent Mortgage Corporation Employee Stock Ownership 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 Independent Mortgage Corporation Employee Stock Ownership Plan is a mega filing (11,676 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 760503625 · Fairway Independent Mortgage Corporation PY 2022 · ESOP

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan · $122M · 11,676 · 94th

  • VS-ST $122M
  • VS-ST 11,676
  • VS-ST 94th
  • VS-ST ESOP
  • VS-ST near Triple T Transport Employee Stock Ownership Plan
  • VS-ST ind #8320

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 What is an ESOP? → · Plans in Wisconsin →

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan in the asset neighbourhood

Stellar Industries, Inc. Employee Stock Ownership Plan & TrustStellar Industries, Inc. Emp…$123MJones-Hamilton Co. Employee Stock Ownership PlanJones-Hamilton Co. Employee …$123MTriple T Transport Employee Stock Ownership PlanTriple T Transport Employee …$123MFairway Independent Mortgage Corporation Employee Stock Ownership PlanFairway Independent Mortgage…$122MJrm Construction Management Employee Stock Ownership PlanJrm Construction Management …$121M
End-of-year total assets ($M) among Fairway Independent Mortgage Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$122M
Net Income-$55M
Employer EIN760503625
Plan Effective Date2015-01-01
Filing StatusFILING 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
$500M$520M$540M$560M$580M$600M 202220232024 $519M $578M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 21,932 $519M
2023 2 14,777 $542M
2024 2 10,220 $578M

Nearby ESOP Plans in Wisconsin

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

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Fairway Independent Mortgage Corporation Employee Stock Ownership Plan, Total assets ($B): 0.122193274 · Participants: 11676Fairway Independent Mortgage Corporation Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Fairway Independent Mortgage Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Fairway Independent Mortgage Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Fairway Independent Mortgage Corporation Employee Stock Ownership Plan

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan reports $122M in end-of-year assets across 11,676 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $10,465 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was -$55M.

This plan identity (EIN 760503625, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $122M to $123M (+0.3%) while covered participants moved from 11,676 to 5,029 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,676 $122M This page
2023 7,128 $107M Open filing
2024 · index core 5,029 $123M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Fairway Independent Mortgage Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Triple T Transport Employee Stock Ownership Plan in OH ($123M); by covered participants it is Sanderson Farms, Inc. and Affiliates ESOP in MS (11,231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,676 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 Fairway Independent Mortgage Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Fairway Independent Mortgage Corporation Employee Stock Ownership Plan contracted severely - down 31.0% during 2022, from $177M to $122M. Reported net income was -$55M.
How have Fairway Independent Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairway Independent Mortgage Corporation's sponsor-wide assets grew 11.2%, from $519M to $578M.
Where does Fairway Independent Mortgage Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fairway Independent Mortgage Corporation Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Fairway Independent Mortgage Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Triple T Transport Employee Stock Ownership Plan in OH ($123M, 100 participants).
Which ESOP plans cover a similar participant headcount to Fairway Independent Mortgage Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sanderson Farms, Inc. and Affiliates ESOP in MS (11,231 participants, $38M 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 760503625.

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.