401(k) · DOL Form 5500 · 2023

Fmi Corporation 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
154
Participants Small participant base
87th
Percentile by assets National rank
$359,399
Avg per participant High balance/head
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Official DOL plan name: Fmi Corporation Retirement Savings 401(k) Plan · Sponsored by Fmi Corporation · North Carolina · Professional & Technical Services

$55M in assets, 154 participants

Fmi Corporation's Fmi Corporation Retirement Savings 401(k) Plan reported $55M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,815 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Fmi Corporation Retirement Savings 401(k) Plan covers 154 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $55M.

#17,815
in Professional & Technical Services (20,321 peers)
+10.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fmi Corporation Retirement Savings 401(k) Plan's outsized position by total assets

Fmi Corporation Retirement Savings 401(k) Plan vs every filed plan by assets

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

$55,347,382 Top 13% higher than 87% 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

Fmi Corporation Retirement Savings 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. Fmi Corporation Retirement Savings 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fmi Corporation Retirement Savings 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fmi Corporation Retirement Savings 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 154 in the plan year 2023 filing.
  • Fmi Corporation Retirement Savings 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561223249 · Fmi Corporation PY 2023 · 401(k)

Fmi Corporation Retirement Savings 401(k) Plan · $55M · 154 · 87th

  • PART $55M
  • TYPE 154
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Elevate Credit, Inc. 401(k) Plan
  • BOY ind #17815

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 North Carolina →

Fmi Corporation Retirement Savings 401(k) Plan in the asset neighbourhood

Fmi Corporation Retirement Savings 401(k) PlanFmi Corporation Retirement S…$55MElevate Credit, Inc. 401(k) PlanElevate Credit, Inc. 401(k) …$55MUrban Health Plan, Inc. 401(k) PlanUrban Health Plan, Inc. 401(…$55MDevelopment Corporation for Israel 401(k) PlanDevelopment Corporation for …$55MJ. H. Fletcher & Co. Employees Profit Sharing PlanJ. H. Fletcher & Co. Employe…$55M
End-of-year total assets ($M) among Fmi Corporation Retirement Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN561223249
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fmi Corporation)

Sponsor-wide plan assets over time

All Fmi Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$67M 33.36916926713233% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $50.3M $67.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 129 $50M
2023 1 154 $55M
2024 1 166 $67M

Nearby 401(k) Plans in North Carolina

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

Fmi Corporation Retirement Savings 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Fmi Corporation Retirement Savings 401(k) Plan, Total assets ($B): 0.055347382 · Participants: 154Fmi Corporation Retirement Savings 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Fmi Corporation Retirement Savings 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Fmi Corporation Retirement Savings 401(k) Plan side-by-side with 3 peers →

Fmi Corporation Retirement Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Elevate Credit, Inc. 401(k) Plan in TX ($55M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Fmi Corporation Retirement Savings 401(k) Plan assets move in 2023? ▼
Fmi Corporation Retirement Savings 401(k) Plan grew at a solid clip - up 10.0% during 2023, from $50M to $55M. Reported net income was $5M.
How have Fmi Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fmi Corporation's sponsor-wide assets grew 33.4%, from $50M to $67M.
Where does Fmi Corporation Retirement Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Fmi Corporation Retirement Savings 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fmi Corporation Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevate Credit, Inc. 401(k) Plan in TX ($55M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Fmi Corporation Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 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 561223249.

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.