ESOP · DOL Form 5500 · 2024

Fairway Independent Mortgage Corporation ESOP

Data updated 2026-08-25

$123M
Total assets Near avg plan size
5,029
Participants Above avg headcount
92nd
Percentile by assets National rank
$24,361
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

$123M in assets, 5,029 participants

Fairway Independent Mortgage Corporation's Fairway Independent Mortgage Corporation Employee Stock Ownership reported $123M in total assets and 5,029 participants in its 2024 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.

  • #7,455 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Fairway Independent Mortgage Corporation Employee Stock Ownership covers 5,029 participants in Wisconsin, 8.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $123M.

#7,455
in Finance & Insurance (8,549 peers)
+15.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$122,513,428 Top 8% higher than 92% 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

Fairway Independent Mortgage Corporation Employee Stock Ownership'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 Independent Mortgage Corporation Employee Stock Ownership lands in the large band (5,029 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fairway Independent Mortgage Corporation Employee Stock Ownership reported net income rose from -$16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Fairway Independent Mortgage Corporation Employee Stock Ownership reported participants fell from 7,128 in the plan year 2023 filing to 5,029 in the plan year 2024 filing.
  • Fairway Independent Mortgage Corporation Employee Stock Ownership end-of-year assets rose from $107M in the plan year 2023 filing to $123M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760503625 · Fairway Independent Mortgage Corporation PY 2024 · ESOP

Fairway Independent Mortgage Corporation Employee Stock Ownership · $123M · 5,029 · 92nd

  • EIN $123M
  • RANK 5,029
  • PHOTO 92nd
  • IND ESOP
  • EOY near The Bernard Group Inc. Employee Stock Ownership Plan
  • 5500 ind #7455

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

Corgan Employee Stock Ownership PlanCorgan Employee Stock Owners…$123MHarkins Builders, Inc. Employee Stock Ownership PlanHarkins Builders, Inc. Emplo…$123MInterstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Service…$123MFairway Independent Mortgage Corporation Employee Stock OwnershipFairway Independent Mortgage…$123MThe Bernard Group Inc. Employee Stock Ownership PlanThe Bernard Group Inc. Emplo…$123M
End-of-year total assets ($M) among Fairway Independent Mortgage Corporation Employee Stock Ownership and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$123M
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): 0.122513428 · Participants: 5029Fairway Independent Mortgage Corporation Employee Stock OwnershipSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems 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 $123M in end-of-year assets across 5,029 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $24,361 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 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 Open filing
2024 · index core 5,029 $123M This page

The same sponsor also keeps 1 other index-core plan 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 The Bernard Group Inc. Employee Stock Ownership Plan in MN ($123M); by covered participants it is Amsted Industries Incorporated Employees' Stock Ownership Plan in IL (4,909 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,029 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 Fairway Independent Mortgage Corporation Employee Stock Ownership assets move in 2024? ▼
Fairway Independent Mortgage Corporation Employee Stock Ownership grew at a solid clip - up 15.0% during 2024, from $107M to $123M. 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 123,622 plans that reported assets for plan year 2024 (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 The Bernard Group Inc. Employee Stock Ownership Plan in MN ($123M, 758 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 Amsted Industries Incorporated Employees' Stock Ownership Plan in IL (4,909 participants, $3.7B 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 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.