401(k) · DOL Form 5500 · 2024
Fairway Independent Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $455M
- Total assets Above avg plan size
- 5,191
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $87,720
- Avg per participant Below avg balance/head
Official DOL plan name: Fairway Mortgage Corp. Savings & Investment Plan · Sponsored by Fairway Independent Mortgage Corporation · Wisconsin · Finance & Insurance
$455M in assets, 5,191 participants
Fairway Independent Mortgage Corporation's Fairway Mortgage Corp. Savings & Investment Plan reported $455M in total assets and 5,191 participants in its 2024 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.
- #8,090 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
Fairway Mortgage Corp. Savings & Investment Plan covers 5,191 participants in Wisconsin, 9.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $455M.
- #8,090
- in Finance & Insurance (8,549 peers)
- +4.5%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Fairway Mortgage Corp. Savings & Investment Plan's outsized position by total assets
Fairway Mortgage Corp. Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$455,353,673 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fairway Mortgage Corp. Savings & Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fairway Mortgage Corp. Savings & Investment Plan lands in the large band (5,191 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fairway Mortgage Corp. Savings & Investment Plan reported net income fell from $39M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Fairway Mortgage Corp. Savings & Investment Plan reported participants fell from 7,649 in the plan year 2023 filing to 5,191 in the plan year 2024 filing.
- Fairway Mortgage Corp. Savings & Investment Plan end-of-year assets rose from $436M in the plan year 2023 filing to $455M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 760503625 · Fairway Independent Mortgage Corporation PY 2024 · 401(k)
Fairway Mortgage Corp. Savings & Investment Plan · $455M · 5,191 · 97th
- EOY $455M
- EOY 5,191
- EOY 97th
- EOY 401(k)
- EOY near Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan
- EOY ind #8090
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 Wisconsin →
Fairway Mortgage Corp. Savings & Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $436M |
|---|---|
| Net Assets (End of Year) | $455M |
| Net Income | $20M |
| Employer EIN | 760503625 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING 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
| 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.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Fairway Mortgage Corp. Savings & Investment Plan
Fairway Mortgage Corp. Savings & Investment Plan reports $455M in end-of-year assets across 5,191 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $87,720 per participant (63% of the national average assets-per-participant) . Net income for plan year 2024 was $20M.
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 | Open filing |
| 2024 · index core | 5,191 | $455M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Fairway Independent Mortgage Corporation Employee Stock Ownership (ESOP, $123M, 5,029 participants)
Fairway Mortgage Corp. Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan in FL ($455M); by covered participants it is Childrens Hospital Los Angeles Employees' 401(k) Plan in CA (5,190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($455M here).
- Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan (FL) $455M · 1,838
- Cooperative Savings Plan (IN) $455M · 4,961
- Giant of Maryland 401(k) Plan (MD) $455M · 1,959
- Purdue Pharma L.P. and Participating Associated Companies Retirement Savings 401(k) Plan (CT) $455M · 459
Similar participant headcount
Nearest other-state filings by covered participants (5,191 participants); asset peers above are excluded.
- Childrens Hospital Los Angeles Employees' 401(k) Plan (CA) 5,190 · 1 off
- Cook Inlet Region 401(k) Retirement Plan (AK) 5,189 · 2 off
- Shamrock Foods Company 401(k) Plan and Trust (AZ) 5,194 · 3 off
- Tlc Retirement Savings Plan (FL) 5,195 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.