401(k) · DOL Form 5500 · 2023

Fm Systems Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
155
Participants Small participant base
56th
Percentile by assets National rank
$58,292
Avg per participant Low balance/head
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Official DOL plan name: Fm Systems Group, LLC 401(k) Profit Sharing Plan · Sponsored by Fm Systems Group, LLC · North Carolina · Information & Media

$9M in assets, 155 participants

Fm Systems Group, LLC's Fm Systems Group, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,212 in Information & Media (2,818 peers)

Coverage in North Carolina

Fm Systems Group, LLC 401(k) Profit Sharing Plan covers 155 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#1,212
in Information & Media (2,818 peers)
+30.3%
assets growth YoY

Fm Systems Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Information & Media and all filers

Fm Systems Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,035,263 Top 44% higher than 56% 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

Fm Systems Group, LLC 401(k) Profit Sharing 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. Fm Systems Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fm Systems Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$259K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fm Systems Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Fm Systems Group, LLC 401(k) Profit Sharing Plan reported participants fell from 157 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561905175 · Fm Systems Group, LLC PY 2023 · 401(k)

Fm Systems Group, LLC 401(k) Profit Sharing Plan · $9M · 155 · 56th

  • BOOK $9M
  • VS-ST 155
  • BOY 56th
  • SCH 401(k)
  • EBSA near Bertrand, Fox & Elliot 401(k) Profit Sharing Plan
  • PART ind #1212

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 Information & Media retirement plans → · Plans in North Carolina →

Fm Systems Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fm Systems Group, LLC 401(k) Profit Sharing PlanFm Systems Group, LLC 401(k)…$9MBertrand, Fox & Elliot 401(k) Profit Sharing PlanBertrand, Fox & Elliot 401(k…$9MGrand Openings, Inc. Employees 401(k) Profit Sharing PlanGrand Openings, Inc. Employe…$9MMicrobest, Inc. 401(k) Profit Sharing PlanMicrobest, Inc. 401(k) Profi…$9MPrairie Knights Casino 401(k) PlanPrairie Knights Casino 401(k…$9M
End-of-year total assets ($M) among Fm Systems Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN561905175
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fm Systems Group, LLC)

Sponsor-wide plan assets over time

All Fm Systems Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $6.93M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 157 $7M
2023 1 155 $9M
2024 1 154 N/A

Nearby 401(k) Plans in North Carolina

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

Fm Systems Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Fm Systems Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009035263 · Participants: 155Fm Systems Group, LLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Fm Systems Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Fm Systems Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fm Systems Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bertrand, Fox & Elliot 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Fm Systems Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Fm Systems Group, LLC 401(k) Profit Sharing Plan surged - up 30.3% during 2023, from $7M to $9M. Reported net income was $2M.
Which 401(k) plans are similar in size to Fm Systems Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bertrand, Fox & Elliot 401(k) Profit Sharing Plan in CA ($9M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Fm Systems Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 561905175.

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.