401(k) · DOL Form 5500 · 2022

Fmsbonds, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
103
Participants Small participant base
86th
Percentile by assets National rank
$396,809
Avg per participant High balance/head
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Official DOL plan name: Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust · Sponsored by Fmsbonds, Inc. · Florida · Finance & Insurance

$41M in assets, 103 participants

Fmsbonds, Inc.'s Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust reported $41M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,218 in Finance & Insurance (9,261 peers)

Coverage in Florida

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust covers 103 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $41M.

#7,218
in Finance & Insurance (9,261 peers)
-18.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$40,871,376 Top 14% higher than 86% 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

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust 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. Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (103 participants).

Form 5500 schedule snapshot

Filing strip 591842344 · Fmsbonds, Inc. PY 2022 · 401(k)

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust · $41M · 103 · 86th

  • IND $41M
  • EOY 103
  • 5500 86th
  • ASSETS 401(k)
  • PCT near John G. Shedd Aquarium Employees 401(k) Plan
  • EIN ind #7218

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 Florida →

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & TrustFmsbonds, Inc. Employees' 40…$41MJohn G. Shedd Aquarium Employees 401(k) PlanJohn G. Shedd Aquarium Emplo…$41MStandard Biotools Inc. 401(k) PlanStandard Biotools Inc. 401(k…$41M9dot 401(k) Plan$41MOdin, Feldman & Pittleman, P.C. 401(k) PlanOdin, Feldman & Pittleman, P…$41M
End-of-year total assets ($M) among Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$41M
Net Income-$9M
Employer EIN591842344
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fmsbonds, Inc.)

Sponsor-wide plan assets over time

All Fmsbonds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 55.06897785873419% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.9M $63.4M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 103 $41M
2023 1 111 $52M
2024 1 116 $63M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.040871376 · Participants: 103Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is John G. Shedd Aquarium Employees 401(k) Plan in IL ($41M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

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 Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust declined sharply - down 18.1% during 2022, from $50M to $41M. Reported net income was -$9M.
How have Fmsbonds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fmsbonds, Inc.'s sponsor-wide assets grew 55.1%, from $41M to $63M.
Where does Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is John G. Shedd Aquarium Employees 401(k) Plan in IL ($41M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 participants, N/A 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 591842344.

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.