401(k) · DOL Form 5500 · 2024

Fms Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
54
Participants Small participant base
64th
Percentile by assets National rank
$266,768
Avg per participant High balance/head
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Official DOL plan name: Fms Bank Employee Stock Ownership and 401(k) Plan · Sponsored by Fms Bank · Colorado · Finance & Insurance

$14M in assets, 54 participants

Fms Bank's Fms Bank Employee Stock Ownership and 401(k) Plan reported $14M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,077 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Fms Bank Employee Stock Ownership and 401(k) Plan holds $14M for 54 participants - about $266,768 per participant, above the median plan by assets.

#4,077
in Finance & Insurance (8,549 peers)
+5.3%
assets growth YoY

Fms Bank Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fms Bank Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,405,473 Top 36% higher than 64% of 123,620 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 2024

Fms Bank Employee Stock Ownership and 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fms Bank Employee Stock Ownership and 401(k) Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fms Bank Employee Stock Ownership and 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fms Bank Employee Stock Ownership and 401(k) Plan reported participants rose from 50 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Fms Bank Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840882445 · Fms Bank PY 2024 · 401(k)

Fms Bank Employee Stock Ownership and 401(k) Plan · $14M · 54 · 64th

  • BOOK $14M
  • VS-ST 54
  • BOY 64th
  • SCH 401(k)
  • EBSA near Napleton Auto Werks 401(k) Plan
  • PART ind #4077

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 Colorado →

Fms Bank Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Fms Bank Employee Stock Ownership and 401(k) PlanFms Bank Employee Stock Owne…$14MNapleton Auto Werks 401(k) PlanNapleton Auto Werks 401(k) P…$14MDsc Dredge 401(k) Plan$14MSan Diego Sports Medicine and Family Health Center 401(k) Profit Sharing PlanSan Diego Sports Medicine an…$14MFirst National Bank 401(k) Profit Sharing PlanFirst National Bank 401(k) P…$14M
End-of-year total assets ($M) among Fms Bank Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN840882445
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fms Bank)

Sponsor-wide plan assets over time

All Fms Bank plans reported in each filing year

Latest sponsor-wide plan assets
$14M 5.318223863002634% vs 2023
2024 filing year
$13.5M$14M$14.5M 20232024 $13.7M $14.4M ▲ +5.3%
Year Plans Participants Total Assets
2023 1 50 $14M
2024 1 54 $14M

Nearby 401(k) Plans in Colorado

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

Fms Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Fms Bank Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.014405473 · Participants: 54Fms Bank Employee Stock Ownership and 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Fms Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Fms Bank Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Napleton Auto Werks 401(k) Plan in IL ($14M); by covered participants it is West Tennessee Ready Mix 401(k) Plan in TN (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fms Bank Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
Fms Bank Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 5.3% during 2024, from $14M to $14M. Reported net income was $1M.
How have Fms Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fms Bank's sponsor-wide assets grew 5.3%, from $14M to $14M.
Which 401(k) plans are similar in size to Fms Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Napleton Auto Werks 401(k) Plan in IL ($14M, 525 participants).
Which 401(k) plans cover a similar participant headcount to Fms Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Ready Mix 401(k) Plan in TN (54 participants, $112K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840882445.

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.