401(k) · DOL Form 5500 · 2022
Financial Resources Group Invest 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $102,933
- Avg per participant Below avg balance/head
Official DOL plan name: Financial Resources Group Investment Services, LLC Profit · Sponsored by Financial Resources Group Invest · South Carolina · Finance & Insurance
$16M in assets, 153 participants
Financial Resources Group Invest's Financial Resources Group Investment Services, LLC Profit reported $16M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,423 in Finance & Insurance (9,261 peers)
Coverage in South Carolina
Financial Resources Group Investment Services, LLC Profit covers 153 participants in South Carolina, about 42% of the average South Carolina filer (state average ~369 per filing). Assets: $16M.
- #5,423
- in Finance & Insurance (9,261 peers)
- -8.1%
- 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 Group Investment Services, LLC Profit's outsized position by total assets
Financial Resources Group Investment Services, LLC Profit vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,748,765 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Financial Resources Group Investment Services, LLC Profit among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Resources Group Investment Services, LLC Profit sits mid-pack in the medium band (153 participants).
Form 5500 schedule snapshot
Filing strip 464489444 · Financial Resources Group Invest PY 2022 · 401(k)
Financial Resources Group Investment Services, LLC Profit · $16M · 153 · 73rd
- EOY $16M
- EOY 153
- EOY 73rd
- EOY 401(k)
- EOY near Energy Services Group, LLC 401(k) Plan
- EOY ind #5423
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 South Carolina →
Financial Resources Group Investment Services, LLC Profit in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$1M |
| Employer EIN | 464489444 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Resources Group Invest)
Sponsor-wide plan assets over time
All Financial Resources Group Invest plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 55.818040335226286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $16M |
| 2023 | 1 | 200 | $20M |
| 2024 | 1 | 209 | $25M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Financial Resources Group Investment Services, LLC Profit's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Energy Services Group, LLC 401(k) Plan in MA ($16M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Energy Services Group, LLC 401(k) Plan (MA) $16M · 150
- Lightspeed Management Company Retirement Plan (CA) $16M · 96
- Fage USA Dairy Industry, Inc. 401(k) Plan (NY) $16M · 251
- Routesmart Employee Retirement Plan (MD) $16M · 56
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Btc Mobility, LLC 401(k) Retirement Plan (MA) 153 · 0 off
- Jewish Home of Greater Harrisburg 401(k) Plan (PA) 153 · 0 off
- Incorp Industries, LLC 401(k) Plan (IN) 153 · 0 off
- Konos, Inc. Profit Sharing Plan & Trust (MI) 153 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.