401(k) · DOL Form 5500 · 2024

First Resource Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$173K
Total assets Small plan by assets: 3
Participants Small participant base: 9th
Percentile by assets National rank: $57,756
Avg per participant Low balance/head

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Official DOL plan name: First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan · Sponsored by First Resource Insurance Group, Inc. · Kentucky · Finance & Insurance

$173K in assets, 3 participants

First Resource Insurance Group, Inc.'s First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan reported $173K in total assets and 3 participants in its 2024 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.

#417 in Finance & Insurance (8,549 peers)

First Resource Insurance Group, Inc. multi-year trail

First Resource Insurance Group, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan at $173K / 3 participants.

#417
in Finance & Insurance (8,549 peers): -3.4%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$173,269 9th percentile higher than 9% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $52K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $179K in the plan year 2023 filing to $173K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 475265085 · First Resource Insurance Group, Inc. PY 2024 · 401(k)

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan · $173K · 3 · 9th

ASSETS $173K
ASSETS 3
ASSETS 9th
ASSETS 401(k)
ASSETS near M L Thompson & Associates Retirement Plan
ASSETS ind #417

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 Kentucky →

End-of-year total assets ($M) among First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First Resource Insurance Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $173K 36.20384709109918% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$127K
2023	1	3	$179K
2024	1	3	$173K

First Resource Insurance Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$179K
Net Assets (End of Year)	$173K
Net Income	-$6K
Employer EIN	475265085
Plan Effective Date	2015-10-08
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is M L Thompson & Associates Retirement Plan in NC ($173K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($173K here).

M L Thompson & Associates Retirement Plan (NC) $173K · 1
A and D Howard Marcus Enterprise Holdings Corporation 401(k) Plan (NC) $173K · N/A
Red Rock Place 401(k) Profit Sharing Plan (UT) $173K · 34
Bloomsbury Blends, Inc. 401(k) Plan (OR) $173K · 1

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust (TX) 3 · 0 off
Arizona Mortgage & Investments 401(k) Plan (AZ) 3 · 0 off
Power & Systems Innovations 401(k) Profit Sharing Plan (FL) 3 · 0 off
Delta T Mgmt Retirement Plan (WI) 3 · 0 off

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 First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan edged down modestly - down 3.4% during 2024, from $179K to $173K. Reported net income was -$6K.

How have First Resource Insurance Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), First Resource Insurance Group, Inc.'s sponsor-wide assets grew 36.2%, from $127K to $173K.

Where does First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is M L Thompson & Associates Retirement Plan in NC ($173K, 1 participant).

Which 401(k) plans cover a similar participant headcount to First Resource Insurance Group, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 475265085.