Defined Benefit (Pension) · DOL Form 5500 · 2024

Fidelity Mortgage Lenders, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$301,126
Avg per participant High 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, 6 participants

Fidelity Mortgage Lenders, Inc.'s Fidelity Mortgage Lenders, Inc. Pension Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,506 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Fidelity Mortgage Lenders, Inc. Pension Plan holds $2M for 6 participants - about $301,126 per participant, in the lower half of filed plans by assets.

#1,506
in Finance & Insurance (8,549 peers)
+0.5%
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 2024 · DOL Form 5500

$1,806,756 28th percentile higher than 28% of 123,620 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 2024

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

Plan-year 2024 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 (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Mortgage Lenders, Inc. Pension Plan reported net income fell from $80K in the plan year 2023 filing to $8K in the plan year 2024 filing.
  • Fidelity Mortgage Lenders, Inc. Pension Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952682899 · Fidelity Mortgage Lenders, Inc. PY 2024 · Defined Benefit (Pension)

Fidelity Mortgage Lenders, Inc. Pension Plan · $2M · 6 · 28th

  • RANK $2M
  • PHOTO 6
  • IND 28th
  • EOY Defined Benefit (Pension)
  • 5500 near The Scott Fetzer Pension Plan for Hourly Employees of Wayne
  • ASSETS ind #1506

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

Fidelity Mortgage Lenders, Inc. Pension PlanFidelity Mortgage Lenders, I…$2MThe Scott Fetzer Pension Plan for Hourly Employees of WayneThe Scott Fetzer Pension Pla…$2MCroft Workplace Drug Programs, Inc. Defined Benefit Pension PlanCroft Workplace Drug Program…$2MArgos Cement LLC Pension Plan for Roberta Plant Hourly Compensated EmployeesArgos Cement LLC Pension Pla…$2MJackson Park Hospital Foundation Pension PlanJackson Park Hospital Founda…$2M
End-of-year total assets ($M) among Fidelity Mortgage Lenders, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$8K
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): 0.001806756 · Participants: 6Fidelity Mortgage Lenders, Inc. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
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 The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH ($2M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Fidelity Mortgage Lenders, Inc. Pension Plan held essentially flat - up 0.5% during 2024, from $2M to $2M. Reported net income was $8K.
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 The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH ($2M, 21 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 Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.