401(k) · DOL Form 5500 · 2023

Fishman Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 3
Participants Small participant base: 53rd
Percentile by assets National rank: $2.5M
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Fmc Profit Sharing Plan and Trust · Sponsored by Fishman Mortgage Corporation · Florida · Finance & Insurance

$8M in assets, 3 participants

Fishman Mortgage Corporation's Fmc Profit Sharing Plan and Trust reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#3,361 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Fmc Profit Sharing Plan and Trust holds $8M for 3 participants - about $2.5M per participant, above the median plan by assets.

#3,361
in Finance & Insurance (8,869 peers): -2.4%
assets change YoY

The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fmc Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Fmc Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,600,024 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Fmc Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fmc Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Fmc Profit Sharing Plan and Trust reported net income rose from -$325K in the plan year 2022 filing to -$191K in the plan year 2023 filing.
Fmc Profit Sharing Plan and Trust end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593603823 · Fishman Mortgage Corporation PY 2023 · 401(k)

Fmc Profit Sharing Plan and Trust · $8M · 3 · 53rd

EIN $8M
EIN 3
EIN 53rd
EIN 401(k)
EIN near Wolfsdorf Rosenthal LLP Profit Sharing Plan
EIN ind #3361

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 →

End-of-year total assets ($M) among Fmc Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	-$191K
Employer EIN	593603823
Plan Effective Date	1970-05-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Fishman Mortgage Corporation)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$8M
2023	1	3	$8M
2024	1	3	N/A

Nearby 401(k) Plans in Florida

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

Fmc Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Fmc Profit Sharing Plan and Trust side-by-side with 3 peers →

Fmc Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wolfsdorf Rosenthal LLP Profit Sharing Plan in CA ($8M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Wolfsdorf Rosenthal LLP Profit Sharing Plan (CA) $8M · 137
Northern Illinois Food Bank Retirement Savings Plan (IL) $8M · 165
New York Cruise Lines Retirement and 401(k) Plan (NY) $8M · 204
Northland Forest Products, Inc. Employees Profit Sharing Retirement Plan (NH) $8M · 47

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fmc Profit Sharing Plan and Trust assets move in 2023? ▼

Fmc Profit Sharing Plan and Trust edged down modestly - down 2.4% during 2023, from $8M to $8M. Reported net income was -$191K.

Which 401(k) plans are similar in size to Fmc Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Wolfsdorf Rosenthal LLP Profit Sharing Plan in CA ($8M, 137 participants).

Which 401(k) plans cover a similar participant headcount to Fmc Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593603823.