ESOP · DOL Form 5500 · 2023

Fmh Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
112
Participants Small participant base
60th
Percentile by assets National rank
$93,304
Avg per participant Below avg balance/head
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Official DOL plan name: Fmh Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Fmh Holdings, Inc. · Virginia · Construction

$10M in assets, 112 participants

Fmh Holdings, Inc.'s Fmh Holdings, Inc. Employee Stock Ownership Plan reported $10M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,233 in Construction (9,030 peers)

Coverage in Virginia

Fmh Holdings, Inc. Employee Stock Ownership Plan covers 112 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#5,233
in Construction (9,030 peers)
+29.0%
assets growth YoY

Fmh Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Fmh Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,450,000 Top 40% higher than 60% 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

Fmh Holdings, Inc. Employee Stock Ownership 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. Fmh Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fmh Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $839K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fmh Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fmh Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 115 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271857016 · Fmh Holdings, Inc. PY 2023 · ESOP

Fmh Holdings, Inc. Employee Stock Ownership Plan · $10M · 112 · 60th

  • BOY $10M
  • BOY 112
  • BOY 60th
  • BOY ESOP
  • BOY near D Gormley Inc Employees Profit Sharing Plan
  • BOY ind #5233

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 What is an ESOP? → · Plans in Virginia →

Fmh Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jenner Ag Employee Stock Ownership Plan and TrustJenner Ag Employee Stock Own…$10MFmh Holdings, Inc. Employee Stock Ownership PlanFmh Holdings, Inc. Employee …$10MD Gormley Inc Employees Profit Sharing PlanD Gormley Inc Employees Prof…$10M859 US Employee Stock Ownership Plan859 US Employee Stock Owners…$10MIronsmith, Inc. Employee Stock Ownership PlanIronsmith, Inc. Employee Sto…$10M
End-of-year total assets ($M) among Fmh Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN271857016
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fmh Holdings, Inc.)

Sponsor-wide plan assets over time

All Fmh Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 77.77777777777779% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.1M $14.4M ▲ +77.8%
Year Plans Participants Total Assets
2022 1 115 $8M
2023 1 112 $10M
2024 1 115 $14M

Nearby ESOP Plans in Virginia

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

Fmh Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Fmh Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01045 · Participants: 112Fmh Holdings, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Fmh Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Fmh Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fmh Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is D Gormley Inc Employees Profit Sharing Plan in TX ($10M); by covered participants it is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Fmh Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fmh Holdings, Inc. Employee Stock Ownership Plan grew sharply - up 29.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Fmh Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fmh Holdings, Inc.'s sponsor-wide assets grew 77.8%, from $8M to $14M.
Which ESOP plans are similar in size to Fmh Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D Gormley Inc Employees Profit Sharing Plan in TX ($10M, 3 participants).
Which ESOP plans cover a similar participant headcount to Fmh Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants, $12M 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 271857016.

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.