401(k) · DOL Form 5500 · 2023
Fairway Independent Mortgage Corporation 401(k) Plan
Data updated 2026-08-11
- $436M
- Total assets
- 7,649
- Participants
- 97th
- Percentile by assets
- $56,979
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $436M
- total plan assets (2023 EOY)
- 7,649
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $56,979
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Fairway Mortgage Corp. Savings & Investment Plan reports 7,649 participants - 14x that state average ($436M EOY assets).
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)
| 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.
Fairway Mortgage Corp. Savings & Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fairway Mortgage Corp. Savings & Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Fairway Mortgage Corp. Savings & Investment Plan assets move in 2023? ▼
How have Fairway Independent Mortgage Corporation plan assets changed over time? ▼
Where does Fairway Mortgage Corp. Savings & Investment Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Fairway Mortgage Corp. Savings & Investment Plan's numbers.
- By total assets, Fairway Mortgage Corp. Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Fairway Independent Mortgage Corporation's sponsor-wide assets have grown 11.2% since 2022 across 3 plan years on file. More Finance & Insurance plans