ESOP · DOL Form 5500 · 2023
Fairway Independent Mortgage Corporation ESOP
Data updated 2026-08-11
- $107M
- Total assets
- 7,128
- Participants
- 92nd
- Percentile by assets
- $14,948
- Avg per participant
Official DOL plan name: Fairway Independent Mortgage Corporation Employee Stock Ownership · Sponsored by Fairway Independent Mortgage Corporation · Wisconsin · Finance & Insurance
$107M in assets, 7,128 participants
Fairway Independent Mortgage Corporation's Fairway Independent Mortgage Corporation Employee Stock Ownership reported $107M in total assets and 7,128 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #7,742 in Finance & Insurance (8,869 peers)
Coverage in Wisconsin
Fairway Independent Mortgage Corporation Employee Stock Ownership covers 7,128 participants in Wisconsin, 13x the typical Wisconsin plan (state average ~563 per filing). Assets: $107M.
- $107M
- total plan assets (2023 EOY)
- 7,128
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $14,948
- avg assets per participant
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fairway Independent Mortgage Corporation Employee Stock Ownership reported net income rose from -$55M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
- Fairway Independent Mortgage Corporation Employee Stock Ownership reported participants fell from 11,676 in the plan year 2022 filing to 7,128 in the plan year 2023 filing.
- Fairway Independent Mortgage Corporation Employee Stock Ownership end-of-year assets fell from $122M in the plan year 2022 filing to $107M in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Fairway Independent Mortgage Corporation Employee Stock Ownership reports 7,128 participants - 13x that state average ($107M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | -$16M |
| Employer EIN | 760503625 |
| Plan Effective Date | 2015-01-01 |
| 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 ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Fairway Independent Mortgage Corporation Employee Stock Ownership vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Scale composition for Fairway Independent Mortgage Corporation Employee Stock Ownership
Fairway Independent Mortgage Corporation Employee Stock Ownership reports $107M in end-of-year assets across 7,128 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $14,948 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was -$16M.
This plan identity (EIN 760503625, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $122M to $123M (+0.3%) while covered participants moved from 11,676 to 5,029 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,676 | $122M | Open filing |
| 2023 | 7,128 | $107M | This page |
| 2024 · index core | 5,029 | $123M | 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 ESOP Plans Nationally
ESOP plans in other states closest to Fairway Independent Mortgage Corporation Employee Stock Ownership by total assets, not by location.
Frequently Asked Questions
How did Fairway Independent Mortgage Corporation Employee Stock Ownership assets move in 2023? ▼
How have Fairway Independent Mortgage Corporation plan assets changed over time? ▼
Where does Fairway Independent Mortgage Corporation Employee Stock Ownership rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Fairway Independent Mortgage Corporation Employee Stock Ownership? ▼
Next read for Fairway Independent Mortgage Corporation…
Filing takeaways
Ways to act on Fairway Independent Mortgage Corporation Employee Stock Ownership's numbers.
- By total assets, Fairway Independent Mortgage Corporation Employee Stock Ownership ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP 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