401(k) · DOL Form 5500 · 2023

Fm Home Loans 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
165
Participants Small participant base
42nd
Percentile by assets National rank
$27,307
Avg per participant Low balance/head
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Official DOL plan name: Fm Home Loans 401(k) Plan · Sponsored by Fm Home Loans · New York · Finance & Insurance

$5M in assets, 165 participants

Fm Home Loans's Fm Home Loans 401(k) Plan reported $5M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,637 in Finance & Insurance (8,869 peers)

Coverage in New York

Fm Home Loans 401(k) Plan covers 165 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,637
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY

Fm Home Loans 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fm Home Loans 401(k) Plan vs every filed plan by assets

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

$4,505,679 42nd percentile higher than 42% of 127,068 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 2023

Fm Home Loans 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fm Home Loans 401(k) Plan sits mid-pack in the medium band (165 participants).

Plan-year Form 5500 strip

Filing strip 020594137 · Fm Home Loans PY 2023 · 401(k)

Fm Home Loans 401(k) Plan · $5M · 165 · 42nd

  • TYPE $5M
  • NET 165
  • BOOK 42nd
  • VS-ST 401(k)
  • BOY near Valley Forge Flag Company Retirement Savings Plan
  • SCH ind #2637

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 New York →

Fm Home Loans 401(k) Plan in the asset neighbourhood

Fm Home Loans 401(k) Plan$5MValley Forge Flag Company Retirement Savings PlanValley Forge Flag Company Re…$5MSun Tran Bargaining Unit 401(k) PlanSun Tran Bargaining Unit 401…$5MPharmacord, LLC 401(k) Plan$5MMaxxus 401(k) Plan$5M
End-of-year total assets ($M) among Fm Home Loans 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$595K
Employer EIN020594137
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fm Home Loans)

Sponsor-wide plan assets over time

All Fm Home Loans plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.7029630828117135% vs 2023
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M$4.9M 20232024 $4.51M $4.81M ▲ +6.7%
Year Plans Participants Total Assets
2023 1 165 $5M
2024 1 150 $5M

Nearby 401(k) Plans in New York

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

Fm Home Loans 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fm Home Loans 401(k) Plan, Total assets ($B): 0.004505679 · Participants: 165Fm Home Loans 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Fm Home Loans 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fm Home Loans 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Valley Forge Flag Company Retirement Savings Plan in PA ($5M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

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 Fm Home Loans 401(k) Plan assets move in 2023? ▼
Fm Home Loans 401(k) Plan grew sharply - up 15.2% during 2023, from $4M to $5M. Reported net income was $595K.
How have Fm Home Loans plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fm Home Loans's sponsor-wide assets grew 6.7%, from $5M to $5M.
Which 401(k) plans are similar in size to Fm Home Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Forge Flag Company Retirement Savings Plan in PA ($5M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Fm Home Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 020594137.

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.