Profit Sharing · DOL Form 5500 · 2023

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
14
Participants Small participant base
50th
Percentile by assets National rank
$469,430
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$7M in assets, 14 participants

Fidelity Mortgage Lenders, Inc.'s Fidelity Mortgage Lenders, Inc. Profit Sharing Plan reported $7M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,148 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan holds $7M for 14 participants - about $469,430 per participant, above the median plan by assets.

#3,148
in Finance & Insurance (8,869 peers)
+0.3%
assets growth YoY

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$6,572,023 Top 50% higher than 50% 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. Profit Sharing Plan among smaller 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. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Mortgage Lenders, Inc. Profit Sharing Plan reported net income rose from -$406K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Fidelity Mortgage Lenders, Inc. Profit Sharing Plan reported participants rose from 13 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952682899 · Fidelity Mortgage Lenders, Inc. PY 2023 · Profit Sharing

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan · $7M · 14 · 50th

  • TYPE $7M
  • NET 14
  • BOOK 50th
  • VS-ST Profit Sharing
  • BOY near Deneweth Dugan & Parfitt PC Profit Sharing Trust
  • SCH ind #3148

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. Profit Sharing Plan in the asset neighbourhood

Deneweth Dugan & Parfitt PC Profit Sharing TrustDeneweth Dugan & Parfitt PC …$7MCentro De Servicios Primarios De Salud De Patillas Inc Savings PlanCentro De Servicios Primario…$7MFidelity Mortgage Lenders, Inc. Profit Sharing PlanFidelity Mortgage Lenders, I…$7MPowers & Therrien Profit Sharing PlanPowers & Therrien Profit Sha…$7MIpe Profit Sharing Plan$7M
End-of-year total assets ($M) among Fidelity Mortgage Lenders, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$18K
Employer EIN952682899
Plan Effective Date1991-01-01
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 Profit Sharing Plans in California

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

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Fidelity Mortgage Lenders, Inc. Profit Sharing Plan, Total assets ($B): 0.006572023 · Participants: 14Fidelity Mortgage Lenders, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Fidelity Mortgage Lenders, Inc. Profit Sharing Plan side-by-side with 3 peers →

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Deneweth Dugan & Parfitt PC Profit Sharing Trust in MI ($7M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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. Profit Sharing Plan assets move in 2023? ▼
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan held essentially flat - up 0.3% during 2023, from $7M to $7M. Reported net income was $18K.
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 Profit Sharing plans are similar in size to Fidelity Mortgage Lenders, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Deneweth Dugan & Parfitt PC Profit Sharing Trust in MI ($7M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Fidelity Mortgage Lenders, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 participants, N/A 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.