Other
2022 plan-year Other DOL Form 5500

FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FAIRWAY INDEPENDENT MORTGAGE CORPORATION

This Other plan holds $122M in total assets and serves 11,676 participants as of 2022. It is sponsored by FAIRWAY INDEPENDENT MORTGAGE CORPORATION in Wisconsin. The plan reported a net loss of $55M for the year.

Total Assets (2023)
$122M
Participants
11,676
State
Industry
Finance & Insurance

What the Filing Says About FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by FAIRWAY INDEPENDENT MORTGAGE CORPORATION, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $122M in total end-of-year assets and covers 11,676 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 760503625, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $177M at the beginning of 2022 to $122M at year-end — a decline of 31.0%. Net assets (after liabilities) closed the year at $122M, with reported net income of $-54,880,971 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$177M
Total Assets (End of Year)$122M
Net Assets (End of Year)$122M
Net Income$-54,880,971
Plan TypeOther
Employer EIN760503625
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAIRWAY INDEPENDENT MORTGAGE CORPORATION)

Year Plans Participants Total Assets
2022 2 21,932 $519M
2023 2 14,777 $542M
2024 2 10,220 $578M

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Frequently Asked Questions

How much money is in the FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN holds $122M in total assets with 11,676 participants. It is sponsored by FAIRWAY INDEPENDENT MORTGAGE CORPORATION.
What type of plan is FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 760503625.
Who sponsors the FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by FAIRWAY INDEPENDENT MORTGAGE CORPORATION, located in Wisconsin. The sponsor's EIN is 760503625 and the plan operates in the Finance & Insurance industry.
How did FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN declined by 31.0% during 2022, moving from $177M to $122M in total assets. Net income was $-54,880,971.
Where can I find official filings for FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760503625 or plan name at efast.dol.gov.
How does FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.