401(k) · DOL Form 5500 · 2023

Fmsbonds, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
111
Participants Small participant base
86th
Percentile by assets National rank
$465,925
Avg per participant High balance/head
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Official DOL plan name: Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust · Sponsored by Fmsbonds, Inc. · Florida · Finance & Insurance

$52M in assets, 111 participants

Fmsbonds, Inc.'s Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust reported $52M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,944 in Finance & Insurance (8,869 peers)

Coverage in Florida

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust covers 111 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $52M.

#6,944
in Finance & Insurance (8,869 peers)
+26.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$51,717,680 Top 14% higher than 86% 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

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust 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. Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $41M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust reported participants rose from 103 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591842344 · Fmsbonds, Inc. PY 2023 · 401(k)

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust · $52M · 111 · 86th

  • TYPE $52M
  • NET 111
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan
  • SCH ind #6944

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 →

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & TrustFmsbonds, Inc. Employees' 40…$52MHitchiner Manufacturing Co., Inc. 401(k) Retirement Savings PlanHitchiner Manufacturing Co.,…$52MUtah Valley Pediatrics, L.C. 401(k) Profit Sharing PlanUtah Valley Pediatrics, L.C.…$52MCrownquest 401(k) Plan$52MRoyal Technologies Corporation Profit Sharing and Retirement Savings PlanRoyal Technologies Corporati…$52M
End-of-year total assets ($M) among Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$52M
Net Income$11M
Employer EIN591842344
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fmsbonds, Inc.)

Sponsor-wide plan assets over time

All Fmsbonds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 55.06897785873419% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.9M $63.4M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 103 $41M
2023 1 111 $52M
2024 1 116 $63M

Nearby 401(k) Plans in Florida

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

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.05171768 · Participants: 111Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH ($52M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust grew sharply - up 26.5% during 2023, from $41M to $52M. Reported net income was $11M.
How have Fmsbonds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fmsbonds, Inc.'s sponsor-wide assets grew 55.1%, from $41M to $63M.
Where does Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust ranks in the 86th 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 Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH ($52M, 512 participants).
Which 401(k) plans cover a similar participant headcount to Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 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 591842344.

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.