Profit Sharing · DOL Form 5500 · 2024

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
46th
Percentile by assets National rank
$456,187
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

$6M in assets, 14 participants

Fidelity Mortgage Lenders, Inc.'s Fidelity Mortgage Lenders, Inc. Profit Sharing Plan reported $6M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,720 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan holds $6M for 14 participants - about $456,187 per participant, in the lower half of filed plans by assets.

#2,720
in Finance & Insurance (8,549 peers)
-2.8%
assets change YoY

The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$6,386,614 46th percentile higher than 46% 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. Profit Sharing Plan among smaller 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. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Mortgage Lenders, Inc. Profit Sharing Plan reported net income fell from $18K in the plan year 2023 filing to -$185K in the plan year 2024 filing.
  • Fidelity Mortgage Lenders, Inc. Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952682899 · Fidelity Mortgage Lenders, Inc. PY 2024 · Profit Sharing

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan · $6M · 14 · 46th

  • VS-ST $6M
  • VS-ST 14
  • VS-ST 46th
  • VS-ST Profit Sharing
  • VS-ST near River Hospital, Inc. 403(b) Plan
  • VS-ST ind #2720

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

Fidelity Mortgage Lenders, Inc. Profit Sharing PlanFidelity Mortgage Lenders, I…$6MRiver Hospital, Inc. 403(b) PlanRiver Hospital, Inc. 403(b) …$6MSara E Dysart PC Vip Basic Profit Sharing PlanSara E Dysart PC Vip Basic P…$6MHcj Investments Inc. Retirement PlanHcj Investments Inc. Retirem…$6MNetwork Trading LLC Profit Sharing PlanNetwork Trading LLC Profit S…$6M
End-of-year total assets ($M) among Fidelity Mortgage Lenders, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$185K
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 -20246810 Total assets ($B) Participants Fidelity Mortgage Lenders, Inc. Profit Sharing Plan, Total assets ($B): 0.006386614 · Participants: 14Fidelity Mortgage Lenders, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney 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 River Hospital, Inc. 403(b) Plan in NY ($6M); by covered participants it is Seaside Amusements, Inc. Profit Sharing Plan in PA (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 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. Profit Sharing Plan assets move in 2024? ▼
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan edged down modestly - down 2.8% during 2024, from $7M to $6M. Reported net income was -$185K.
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 River Hospital, Inc. 403(b) Plan in NY ($6M, 250 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 Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants, $22M 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.