ESOP · DOL Form 5500 · 2023

Fairway Independent Mortgage Corporation ESOP

Data updated 2026-08-25

$107M
Total assets Near avg plan size
7,128
Participants Above avg headcount
92nd
Percentile by assets National rank
$14,948
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,742
in Finance & Insurance (8,869 peers)
-12.8%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Fairway Independent Mortgage Corporation Employee Stock Ownership's outsized position by total assets

Fairway Independent Mortgage Corporation Employee Stock Ownership vs every filed plan by assets

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

$106,551,368 Top 8% higher than 92% 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

Fairway Independent Mortgage Corporation Employee Stock Ownership'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 Independent Mortgage Corporation Employee Stock Ownership lands in the large band (7,128 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760503625 · Fairway Independent Mortgage Corporation PY 2023 · ESOP

Fairway Independent Mortgage Corporation Employee Stock Ownership · $107M · 7,128 · 92nd

  • NET $107M
  • NET 7,128
  • NET 92nd
  • NET ESOP
  • NET near Amboy Bancorporation Employee Stock Ownership Plan
  • NET ind #7742

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 What is an ESOP? → · Plans in Wisconsin →

Fairway Independent Mortgage Corporation Employee Stock Ownership in the asset neighbourhood

Pinnacle Solutions, Inc. Employee Stock Ownership PlanPinnacle Solutions, Inc. Emp…$107MFairway Independent Mortgage Corporation Employee Stock OwnershipFairway Independent Mortgage…$107MAmboy Bancorporation Employee Stock Ownership PlanAmboy Bancorporation Employe…$107MSierra Pacific Engineering & Products Employee Stock Ownership PlanSierra Pacific Engineering &…$106MTaylor-Listug, Inc. Employee Stock Ownership PlanTaylor-Listug, Inc. Employee…$106M
End-of-year total assets ($M) among Fairway Independent Mortgage Corporation Employee Stock Ownership and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$106M
Net Income-$16M
Employer EIN760503625
Plan Effective Date2015-01-01
Filing StatusFILING 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
$500M$520M$540M$560M$580M$600M 202220232024 $519M $578M ▲ +11.2%
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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Fairway Independent Mortgage Corporation Employee Stock Ownership, Total assets ($B): 0.106551368 · Participants: 7128Fairway Independent Mortgage Corporation Employee Stock OwnershipSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Fairway Independent Mortgage Corporation Employee Stock Ownership vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Fairway Independent Mortgage Corporation Employee Stock Ownership side-by-side with 3 peers →

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 Independent Mortgage Corporation Employee Stock Ownership's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Amboy Bancorporation Employee Stock Ownership Plan in NJ ($107M); by covered participants it is H&m Employee Stock Ownership Plan in NJ (7,293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,128 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 Fairway Independent Mortgage Corporation Employee Stock Ownership assets move in 2023? ▼
Fairway Independent Mortgage Corporation Employee Stock Ownership pulled back noticeably - down 12.8% during 2023, from $122M to $107M. Reported net income was -$16M.
How have Fairway Independent Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairway Independent Mortgage Corporation's sponsor-wide assets grew 11.2%, from $519M to $578M.
Where does Fairway Independent Mortgage Corporation Employee Stock Ownership rank by assets among Form 5500 filers? ▼
Fairway Independent Mortgage Corporation Employee Stock Ownership ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Fairway Independent Mortgage Corporation Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by assets is Amboy Bancorporation Employee Stock Ownership Plan in NJ ($107M, 193 participants).
Which ESOP plans cover a similar participant headcount to Fairway Independent Mortgage Corporation Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by covered participants is H&m Employee Stock Ownership Plan in NJ (7,293 participants, $4M 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 760503625.

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.