401(k) · DOL Form 5500 · 2023
Fairway Independent Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $436M
- Total assets Above avg plan size
- 7,649
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $56,979
- Avg per participant Low balance/head
Official DOL plan name: Fairway Mortgage Corp. Savings & Investment Plan · Sponsored by Fairway Independent Mortgage Corporation · Wisconsin · Finance & Insurance
$436M in assets, 7,649 participants
Fairway Independent Mortgage Corporation's Fairway Mortgage Corp. Savings & Investment Plan reported $436M in total assets and 7,649 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,430 in Finance & Insurance (8,869 peers)
Coverage in Wisconsin
Fairway Mortgage Corp. Savings & Investment Plan covers 7,649 participants in Wisconsin, 14x the typical Wisconsin plan (state average ~563 per filing). Assets: $436M.
- #8,430
- in Finance & Insurance (8,869 peers)
- +9.7%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Fairway Mortgage Corp. Savings & Investment Plan's outsized position by total assets
Fairway Mortgage Corp. Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$435,832,326 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fairway Mortgage Corp. Savings & Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fairway Mortgage Corp. Savings & Investment Plan lands in the large band (7,649 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fairway Mortgage Corp. Savings & Investment Plan reported net income rose from -$41M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Fairway Mortgage Corp. Savings & Investment Plan reported participants fell from 10,256 in the plan year 2022 filing to 7,649 in the plan year 2023 filing.
- Fairway Mortgage Corp. Savings & Investment Plan end-of-year assets rose from $397M in the plan year 2022 filing to $436M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760503625 · Fairway Independent Mortgage Corporation PY 2023 · 401(k)
Fairway Mortgage Corp. Savings & Investment Plan · $436M · 7,649 · 97th
- BOY $436M
- SCH 7,649
- EBSA 97th
- PART 401(k)
- TYPE near Credit Agricole Corporate and Investment Bank 401(k) Savings Plan
- NET ind #8430
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 Wisconsin →
Fairway Mortgage Corp. Savings & Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $397M |
|---|---|
| Net Assets (End of Year) | $436M |
| Net Income | $39M |
| Employer EIN | 760503625 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,932 | $519M |
| 2023 | 2 | 14,777 | $542M |
| 2024 | 2 | 10,220 | $578M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Fairway Mortgage Corp. Savings & Investment Plan
Fairway Mortgage Corp. Savings & Investment Plan reports $436M in end-of-year assets across 7,649 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $56,979 per participant (41% of the national average assets-per-participant) . Net income for plan year 2023 was $39M.
This plan identity (EIN 760503625, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $397M to $455M (+14.6%) while covered participants moved from 10,256 to 5,191 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,256 | $397M | Open filing |
| 2023 | 7,649 | $436M | This page |
| 2024 · index core | 5,191 | $455M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Fairway Mortgage Corp. Savings & Investment Plan (401(k), $455M, 5,191 participants)
- Fairway Independent Mortgage Corporation Employee Stock Ownership (ESOP, $123M, 5,029 participants)
Fairway Mortgage Corp. Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Credit Agricole Corporate and Investment Bank 401(k) Savings Plan in NY ($436M); by covered participants it is Group Health Plan, Inc. 401(k) Plan in MN (7,652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($436M here).
- Credit Agricole Corporate and Investment Bank 401(k) Savings Plan (NY) $436M · 828
- Ghd Inc. 401(k) Employees' Savings Plan (CA) $436M · 1,894
- Tufts Medical Center Physicians Organization, Inc. 401(a) Retirement Plan (MA) $435M · 821
- Valaris Savings Plan (TX) $435M · 1,428
Similar participant headcount
Nearest other-state filings by covered participants (7,649 participants); asset peers above are excluded.
- Group Health Plan, Inc. 401(k) Plan (MN) 7,652 · 3 off
- Rockport Clients 401(k) Plan and Trust (CA) 7,656 · 7 off
- Mountaire Corporation & Subsidiaries Retirement Plan (AR) 7,642 · 7 off
- Resource Management, Inc. 401(k) Plan (UT) 7,640 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.