Profit Sharing · DOL Form 5500 · 2023

Financial Resources Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Financial Resources Management, Inc. Profit Sharing Plan · Sponsored by Financial Resources Management, Inc. · Montana · Professional & Technical Services

$1M in assets, 1 participants

Financial Resources Management, Inc.'s Financial Resources Management, Inc. Profit Sharing Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,946 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Financial Resources Management, Inc. Profit Sharing Plan holds $1M for 1 participant - about $1.1M per participant, among the smaller plans by assets on file.

#3,946
in Professional & Technical Services (20,321 peers)
+3.4%
assets growth YoY

Financial Resources Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Financial Resources Management, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,061,650 24th percentile higher than 24% 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 Management, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Resources Management, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Resources Management, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $35K in the plan year 2023 filing.
  • Financial Resources Management, Inc. Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Financial Resources Management, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953560530 · Financial Resources Management, Inc. PY 2023 · Profit Sharing

Financial Resources Management, Inc. Profit Sharing Plan · $1M · 1 · 24th

  • IND $1M
  • IND 1
  • IND 24th
  • IND Profit Sharing
  • IND near Mark D Sikes Interiors Inc Profit Sharing Plan
  • IND ind #3946

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 Montana →

Financial Resources Management, Inc. Profit Sharing Plan in the asset neighbourhood

Financial Resources Management, Inc. Profit Sharing PlanFinancial Resources Manageme…$1MMark D Sikes Interiors Inc Profit Sharing PlanMark D Sikes Interiors Inc P…$1MJ. Myers Enterprises Inc. Retirement PlanJ. Myers Enterprises Inc. Re…$1MDavid Winston Inc Profit Sharing PlanDavid Winston Inc Profit Sha…$1MOregon Land Mortgage Profit Sharing PlanOregon Land Mortgage Profit …$1M
End-of-year total assets ($M) among Financial Resources Management, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$35K
Employer EIN953560530
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Resources Management, Inc.)

Sponsor-wide plan assets over time

All Financial Resources Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.4431016658660663% vs 2022
2023 filing year
$1.02M$1.03M$1.04M$1.05M$1.06M$1.07M 20222023 $1.03M $1.06M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 1 $1M

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Financial Resources Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300 05101520 Total assets ($M) Participants Financial Resources Management, Inc. Profit Sharing Plan, Total assets ($M): 1.06165 · Participants: 1Financial Resources Management, Inc. Profit Sharing PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 18.151451 · Participants: 226Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 17.914225 · Participants: 26Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 15.392545 · Participants: 165Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 13.548868 · Participants: 279Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 11.923551 · Participants: 77Blue Rock Products Company Profit Sharing Plan
Financial Resources Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Financial Resources Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Financial Resources Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Mark D Sikes Interiors Inc Profit Sharing Plan in CA ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Management, Inc. Profit Sharing Plan assets move in 2023? ▼
Financial Resources Management, Inc. Profit Sharing Plan edged up modestly - up 3.4% during 2023, from $1M to $1M. Reported net income was $35K.
How have Financial Resources Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Financial Resources Management, Inc.'s sponsor-wide assets grew 3.4%, from $1M to $1M.
Where does Financial Resources Management, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Financial Resources Management, Inc. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Financial Resources Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark D Sikes Interiors Inc Profit Sharing Plan in CA ($1M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Financial Resources Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 953560530.

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.