401(k) · DOL Form 5500 · 2023
Fmi Agency Inc 401(k) Plan
Data updated 2026-08-25
- $151K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $12,549
- Avg per participant Low balance/head
Official DOL plan name: Fmi Agency Inc Profit Sharing & Savings Retirement Plan · Sponsored by Fmi Agency Inc · Puerto Rico · Other Services
$151K in assets, 12 participants
Fmi Agency Inc's Fmi Agency Inc Profit Sharing & Savings Retirement Plan reported $151K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,469 in Other Services (7,857 peers)
Fmi Agency Inc multi-year trail
Fmi Agency Inc's plans moved -17.3% in assets from 2022 to 2024; this filing shows Fmi Agency Inc Profit Sharing & Savings Retirement Plan at $151K / 12 participants.
- #1,469
- in Other Services (7,857 peers)
- -15.8%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fmi Agency Inc Profit Sharing & Savings Retirement Plan among the smaller filed plans by assets
Fmi Agency Inc Profit Sharing & Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$150,585 9th percentile higher than 9% 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
Fmi Agency Inc Profit Sharing & Savings Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fmi Agency Inc Profit Sharing & Savings Retirement Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fmi Agency Inc Profit Sharing & Savings Retirement Plan reported net income fell from $166K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
- Fmi Agency Inc Profit Sharing & Savings Retirement Plan end-of-year assets fell from $179K in the plan year 2022 filing to $151K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660829612 · Fmi Agency Inc PY 2023 · 401(k)
Fmi Agency Inc Profit Sharing & Savings Retirement Plan · $151K · 12 · 9th
- BOOK $151K
- VS-ST 12
- BOY 9th
- SCH 401(k)
- EBSA near Fsmam Services Incorporated Retirement Plan
- PART ind #1469
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 Other Services retirement plans → · Plans in Puerto Rico →
Fmi Agency Inc Profit Sharing & Savings Retirement Plan in the asset neighbourhood
Fmi Agency Inc multi-year asset trail
Sponsor-wide plan assets over time
All Fmi Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $148K 17.27688659194129% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $179K |
| 2023 | 1 | 12 | $151K |
| 2024 | 1 | 6 | $148K |
Fmi Agency Inc filing trail (2023)
| Total Assets (Beginning of Year) | $179K |
|---|---|
| Net Assets (End of Year) | $151K |
| Net Income | -$28K |
| Employer EIN | 660829612 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Fmi Agency Inc Profit Sharing & Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Fsmam Services Incorporated Retirement Plan in FL ($151K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151K here).
- Fsmam Services Incorporated Retirement Plan (FL) $151K · 1
- Mhb Retirement Plan (OR) $151K · 2
- Newman Enterprises 1901 Incorporated 401(k) Plan (AZ) $151K · N/A
- Gumbo, Inc. 401(k) Plan (TN) $151K · 10
Similar participant headcount
Nearest other-state filings by covered participants (12 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.