Profit Sharing · DOL Form 5500 · 2022

Financial Resources Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$513,157
Avg per participant High balance/head
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Official DOL plan name: Financial Resources Management, Inc. Profit Sharing Plan · Sponsored by Financial Resources Management, Inc. · Montana · Professional & Technical Services

$1M in assets, 2 participants

Financial Resources Management, Inc.'s Financial Resources Management, Inc. Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,623 in Professional & Technical Services (21,562 peers)

2022 asset change

Financial Resources Management, Inc. Profit Sharing Plan contracted severely 56.6% in 2022 ($2M → $1M) for 2 participants.

#4,623
in Professional & Technical Services (21,562 peers)
-56.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Financial Resources Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Financial Resources Management, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,026,313 25th percentile higher than 25% of 139,123 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 2022

Financial Resources Management, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Resources Management, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 953560530 · Financial Resources Management, Inc. PY 2022 · Profit Sharing

Financial Resources Management, Inc. Profit Sharing Plan · $1M · 2 · 25th

  • NET $1M
  • BOOK 2
  • VS-ST 25th
  • BOY Profit Sharing
  • SCH near Swagger Foods Profit Sharing Plan
  • EBSA ind #4623

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 Professional & Technical Services retirement plans → · Plans in Montana →

Financial Resources Management, Inc. Profit Sharing Plan in the asset neighbourhood

Financial Resources Management, Inc. Profit Sharing PlanFinancial Resources Manageme…$1MSwagger Foods Profit Sharing PlanSwagger Foods Profit Sharing…$1MPremium Cushion, Inc. Profit Sharing PlanPremium Cushion, Inc. Profit…$1MValley Pathology LLC Money Purchase Pension & TrustValley Pathology LLC Money P…$1MJose Ricardo Llado Diaz Retirement PlanJose Ricardo Llado Diaz Reti…$1M
End-of-year total assets ($M) among Financial Resources Management, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Financial Resources Management, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Financial Resources Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.4431016658660663% vs 2022
2023 filing year
$1.02M$1.03M$1.04M$1.05M$1.06M$1.07M 20222023 $1.03M $1.06M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 1 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$1M
Employer EIN953560530
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Financial Resources Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -20020406080 Total assets ($M) Participants Financial Resources Management, Inc. Profit Sharing Plan, Total assets ($M): 1.026313 · Participants: 2Financial Resources Management, Inc. Profit Sharing PlanCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing Plan
Financial Resources Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Financial Resources Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Financial Resources Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Swagger Foods Profit Sharing Plan in IL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Financial Resources Management, Inc. Profit Sharing Plan assets move in 2022? ▼
Financial Resources Management, Inc. Profit Sharing Plan contracted severely - down 56.6% during 2022, from $2M to $1M. Reported net income was -$1M.
How have Financial Resources Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Financial Resources Management, Inc.'s sponsor-wide assets grew 3.4%, from $1M to $1M.
Where does Financial Resources Management, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Financial Resources Management, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Financial Resources Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Swagger Foods Profit Sharing Plan in IL ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Financial Resources Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953560530.

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.