Defined Benefit (Pension) · DOL Form 5500 · 2023

Fidelity Mortgage Lenders, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
29th
Percentile by assets National rank
$256,911
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fidelity Mortgage Lenders, Inc. Pension Plan · Sponsored by Fidelity Mortgage Lenders, Inc. · California · Finance & Insurance

$2M in assets, 7 participants

Fidelity Mortgage Lenders, Inc.'s Fidelity Mortgage Lenders, Inc. Pension Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,755 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Fidelity Mortgage Lenders, Inc. Pension Plan holds $2M for 7 participants - about $256,911 per participant, in the lower half of filed plans by assets.

#1,755
in Finance & Insurance (8,869 peers)
+4.6%
assets growth YoY

Fidelity Mortgage Lenders, Inc. Pension Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,798,376 29th percentile higher than 29% of 127,068 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 2023

Fidelity Mortgage Lenders, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Mortgage Lenders, Inc. Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Mortgage Lenders, Inc. Pension Plan reported net income rose from -$32K in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Fidelity Mortgage Lenders, Inc. Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952682899 · Fidelity Mortgage Lenders, Inc. PY 2023 · Defined Benefit (Pension)

Fidelity Mortgage Lenders, Inc. Pension Plan · $2M · 7 · 29th

  • BOOK $2M
  • VS-ST 7
  • BOY 29th
  • SCH Defined Benefit (Pension)
  • EBSA near Dilip Shah, Md Defined Benefit Pension Plan
  • PART ind #1755

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. Pension Plan in the asset neighbourhood

The Lawrence Firm, PLLC Defined Benefit Pension PlanThe Lawrence Firm, PLLC Defi…$2MFidelity Mortgage Lenders, Inc. Pension PlanFidelity Mortgage Lenders, I…$2MDilip Shah, Md Defined Benefit Pension PlanDilip Shah, Md Defined Benef…$2MFried, Frank, Harris, Shriver & Jacobson LLP Employees' Retirement PlanFried, Frank, Harris, Shrive…$2MCroft Workplace Drug Programs, Inc. Defined Benefit Pension PlanCroft Workplace Drug Program…$2M
End-of-year total assets ($M) among Fidelity Mortgage Lenders, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$80K
Employer EIN952682899
Plan Effective Date2004-01-01
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 Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Fidelity Mortgage Lenders, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fidelity Mortgage Lenders, Inc. Pension Plan, Total assets ($B): 0.001798376 · Participants: 7Fidelity Mortgage Lenders, Inc. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Fidelity Mortgage Lenders, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Fidelity Mortgage Lenders, Inc. Pension Plan side-by-side with 3 peers →

Fidelity Mortgage Lenders, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Dilip Shah, Md Defined Benefit Pension Plan in NJ ($2M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fidelity Mortgage Lenders, Inc. Pension Plan assets move in 2023? ▼
Fidelity Mortgage Lenders, Inc. Pension Plan edged up modestly - up 4.6% during 2023, from $2M to $2M. Reported net income was $80K.
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 Defined Benefit (Pension) plans are similar in size to Fidelity Mortgage Lenders, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dilip Shah, Md Defined Benefit Pension Plan in NJ ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fidelity Mortgage Lenders, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.