401(k) · DOL Form 5500 · 2023

Fms Financial Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 258
Participants Below avg headcount: 70th
Percentile by assets National rank: $67,510
Avg per participant Below avg balance/head

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Official DOL plan name: Fms 401(k) Plan · Sponsored by Fms Financial Management Services, LLC · Florida · Professional & Technical Services

$17M in assets, 258 participants

Fms Financial Management Services, LLC's Fms 401(k) Plan reported $17M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#14,139 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Fms 401(k) Plan covers 258 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#14,139
in Professional & Technical Services (20,321 peers): +13.3%
assets growth YoY

Fms 401(k) Plan's outsized position by total assets

Fms 401(k) Plan vs every filed plan by assets

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

$17,417,639 Top 30% higher than 70% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Fms 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. Fms 401(k) Plan sits mid-pack in the medium band (258 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Fms 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Fms 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Fms 401(k) Plan reported participants rose from 238 in the plan year 2022 filing to 258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473105463 · Fms Financial Management Services, LLC PY 2023 · 401(k)

Fms 401(k) Plan · $17M · 258 · 70th

PART $17M
TYPE 258
NET 70th
BOOK 401(k)
VS-ST near Freedom Care 401(k) Plan
BOY ind #14139

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 Florida →

End-of-year total assets ($M) among Fms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$17M
Net Income	$2M
Employer EIN	473105463
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fms Financial Management Services, LLC)

Latest sponsor-wide plan assets: $21M 36.39630538120009% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	238	$15M
2023	1	258	$17M
2024	1	248	$21M

Nearby 401(k) Plans in Florida

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

Fms 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Fms 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Freedom Care 401(k) Plan in NY ($17M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Freedom Care 401(k) Plan (NY) $17M · 26,393
Foam Supplies, Inc. 401(k) Profit Sharing Plan and Trust (MO) $17M · 105
Ocd Tech, LLC (MA) $17M · 138
Accumen 401(k) Plan (AZ) $17M · 369

Similar participant headcount

Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.

Validatek Retirement Savings Plan (VA) 258 · 0 off
North Star Resource Group Salary Savings Plan and Trust (MN) 258 · 0 off
Traditional Bank, Inc. 401(k) Profit Sharing Plan (KY) 258 · 0 off
Noble Inc. 401(k) Profit Sharing Plan and Trust (IN) 258 · 0 off

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 Fms 401(k) Plan assets move in 2023? ▼

Fms 401(k) Plan grew at a solid clip - up 13.3% during 2023, from $15M to $17M. Reported net income was $2M.

How have Fms Financial Management Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fms Financial Management Services, LLC's sponsor-wide assets grew 36.4%, from $15M to $21M.

Which 401(k) plans are similar in size to Fms 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Freedom Care 401(k) Plan in NY ($17M, 26,393 participants).

Which 401(k) plans cover a similar participant headcount to Fms 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 473105463.