401(k) · DOL Form 5500 · 2023

Financial Resources Group Invest 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
200
Participants Below avg headcount
73rd
Percentile by assets National rank
$101,182
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Resources Group Investment Services, LLC Profit · Sponsored by Financial Resources Group Invest · South Carolina · Finance & Insurance

$20M in assets, 200 participants

Financial Resources Group Invest's Financial Resources Group Investment Services, LLC Profit reported $20M in total assets and 200 participants in its 2023 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.

  • #5,269 in Finance & Insurance (8,869 peers)

Financial Resources Group Invest multi-year trail

Financial Resources Group Invest's plans moved +55.8% in assets from 2022 to 2024; this filing shows Financial Resources Group Investment Services, LLC Profit at $20M / 200 participants.

#5,269
in Finance & Insurance (8,869 peers)
+28.5%
assets growth YoY

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 2023 · DOL Form 5500

$20,236,393 Top 27% higher than 73% 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

Financial Resources Group Investment Services, LLC Profit 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. Financial Resources Group Investment Services, LLC Profit sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Resources Group Investment Services, LLC Profit reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Financial Resources Group Investment Services, LLC Profit reported participants rose from 153 in the plan year 2022 filing to 200 in the plan year 2023 filing.
  • Financial Resources Group Investment Services, LLC Profit end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464489444 · Financial Resources Group Invest PY 2023 · 401(k)

Financial Resources Group Investment Services, LLC Profit · $20M · 200 · 73rd

  • RANK $20M
  • PHOTO 200
  • IND 73rd
  • EOY 401(k)
  • 5500 near Sellars Absorbent Materials 401(k) Profit Sharing Plan
  • ASSETS ind #5269

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

Financial Resources Group Investment Services, LLC ProfitFinancial Resources Group In…$20MSellars Absorbent Materials 401(k) Profit Sharing PlanSellars Absorbent Materials …$20MWellspace Health 401(k) Retirement Savings PlanWellspace Health 401(k) Reti…$20MSn Servicing 401(k) Plan$20MGws Tool 401(k)Plan$20M
End-of-year total assets ($M) among Financial Resources Group Investment Services, LLC Profit and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Financial Resources Group Invest multi-year asset trail

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
$10M$15M$20M$25M$30M 202220232024 $15.8M $24.5M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 153 $16M
2023 1 200 $20M
2024 1 209 $25M

Financial Resources Group Invest filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN464489444
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Financial Resources Group Investment Services, LLC Profit vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Financial Resources Group Investment Services, LLC Profit, Total assets ($B): 0.020236393 · Participants: 200Financial Resources Group Investment Services, LLC ProfitMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Financial Resources Group Investment Services, LLC Profit vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Financial Resources Group Investment Services, LLC Profit side-by-side with 3 peers →

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 Sellars Absorbent Materials 401(k) Profit Sharing Plan in WI ($20M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Financial Resources Group Investment Services, LLC Profit assets move in 2023? ▼
Financial Resources Group Investment Services, LLC Profit grew sharply - up 28.5% during 2023, from $16M to $20M. Reported net income was $4M.
How have Financial Resources Group Invest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Resources Group Invest's sponsor-wide assets grew 55.8%, from $16M to $25M.
Which 401(k) plans are similar in size to Financial Resources Group Investment Services, LLC Profit? ▼
Among 401(k) plans in other states, the closest by assets is Sellars Absorbent Materials 401(k) Profit Sharing Plan in WI ($20M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Financial Resources Group Investment Services, LLC Profit? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 464489444.

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.