401(k) · DOL Form 5500 · 2022

Fms Financial Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
238
Participants Below avg headcount
73rd
Percentile by assets National rank
$64,572
Avg per participant Low balance/head
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Official DOL plan name: Fms 401(k) Plan · Sponsored by Fms Financial Management Services, LLC · Florida · Professional & Technical Services

$15M in assets, 238 participants

Fms Financial Management Services, LLC's Fms 401(k) Plan reported $15M in total assets and 238 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.

  • #15,657 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Fms 401(k) Plan covers 238 participants in Florida, about 38% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#15,657
in Professional & Technical Services (21,562 peers)
-6.8%
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.

Fms 401(k) Plan's outsized position by total assets

Fms 401(k) Plan vs every filed plan by assets

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

$15,368,189 Top 27% higher than 73% 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

Fms 401(k) Plan 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. Fms 401(k) Plan sits mid-pack in the medium band (238 participants).

Form 5500 schedule snapshot

Filing strip 473105463 · Fms Financial Management Services, LLC PY 2022 · 401(k)

Fms 401(k) Plan · $15M · 238 · 73rd

  • BOY $15M
  • BOY 238
  • BOY 73rd
  • BOY 401(k)
  • BOY near The Harvest Group, LLC 401(k) Plan
  • BOY ind #15657

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 Florida →

Fms 401(k) Plan in the asset neighbourhood

Fms 401(k) Plan$15MThe Harvest Group, LLC 401(k) PlanThe Harvest Group, LLC 401(k…$15MJohnson Equipment Company 401(k) Savings Plan & TrustJohnson Equipment Company 40…$15MSpectra Credit Union 401(k) Savings PlanSpectra Credit Union 401(k) …$15MCoates Field Service, Inc. Employees Savings and Profit Sharing PlanCoates Field Service, Inc. E…$15M
End-of-year total assets ($M) among Fms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN473105463
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fms Financial Management Services, LLC)

Sponsor-wide plan assets over time

All Fms Financial Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 36.39630538120009% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $21M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 238 $15M
2023 1 258 $17M
2024 1 248 $21M

Nearby 401(k) Plans in Florida

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

Fms 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Fms 401(k) Plan, Total assets ($B): 0.015368189 · Participants: 238Fms 401(k) PlanL3harris 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
Fms 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fms 401(k) Plan side-by-side with 3 peers →

Fms 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Harvest Group, LLC 401(k) Plan in AR ($15M); by covered participants it is Mandarin Holdings LP 401(k) Plan in MN (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Fms 401(k) Plan assets move in 2022? ▼
Fms 401(k) Plan pulled back noticeably - down 6.8% during 2022, from $16M to $15M. Reported net income was -$1M.
How have Fms Financial Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fms Financial Management Services, LLC's sponsor-wide assets grew 36.4%, from $15M to $21M.
Which 401(k) plans are similar in size to Fms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Harvest Group, LLC 401(k) Plan in AR ($15M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Fms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mandarin Holdings LP 401(k) Plan in MN (238 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 473105463.

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.