401(k) · DOL Form 5500 · 2024

Fm Home Loans 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 150
Participants Small participant base: 41st
Percentile by assets National rank: $32,051
Avg per participant Low balance/head

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Official DOL plan name: Fm Home Loans 401(k) Plan · Sponsored by Fm Home Loans · New York · Finance & Insurance

$5M in assets, 150 participants

Fm Home Loans's Fm Home Loans 401(k) Plan reported $5M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#2,368 in Finance & Insurance (8,549 peers)

Coverage in New York

Fm Home Loans 401(k) Plan covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,368
in Finance & Insurance (8,549 peers): +6.7%
assets growth YoY

Fm Home Loans 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fm Home Loans 401(k) Plan vs every filed plan by assets

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

$4,807,693 41st percentile higher than 41% 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

Fm Home Loans 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fm Home Loans 401(k) Plan sits mid-pack in the medium band (150 participants).

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%)

Fm Home Loans 401(k) Plan reported net income fell from $595K in the plan year 2023 filing to $302K in the plan year 2024 filing.
Fm Home Loans 401(k) Plan reported participants fell from 165 in the plan year 2023 filing to 150 in the plan year 2024 filing.
Fm Home Loans 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 020594137 · Fm Home Loans PY 2024 · 401(k)

Fm Home Loans 401(k) Plan · $5M · 150 · 41st

VS-ST $5M
BOY 150
SCH 41st
EBSA 401(k)
PART near Lightnin Production Rentals 401(k) Plan
TYPE ind #2368

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 New York →

End-of-year total assets ($M) among Fm Home Loans 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$302K
Employer EIN	020594137
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fm Home Loans)

Latest sponsor-wide plan assets: $5M 6.7029630828117135% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	165	$5M
2024	1	150	$5M

Nearby 401(k) Plans in New York

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

Fm Home Loans 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Fm Home Loans 401(k) Plan side-by-side with 3 peers →

Fm Home Loans 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lightnin Production Rentals 401(k) Plan in GA ($5M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Lightnin Production Rentals 401(k) Plan (GA) $5M · 75
Redfield Financial Group 401(k) Plan (MI) $5M · 7
Central Valley Medical Services Corp 401(k) Plan (CA) $5M · 570
The Redland Company, Inc. 401(k) Plan (FL) $5M · 124

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
Xmek, Inc. Retirement Saving Plan (TX) 150 · 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 Fm Home Loans 401(k) Plan assets move in 2024? ▼

Fm Home Loans 401(k) Plan grew at a solid clip - up 6.7% during 2024, from $5M to $5M. Reported net income was $302K.

How have Fm Home Loans plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Fm Home Loans's sponsor-wide assets grew 6.7%, from $5M to $5M.

Which 401(k) plans are similar in size to Fm Home Loans 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lightnin Production Rentals 401(k) Plan in GA ($5M, 75 participants).

Which 401(k) plans cover a similar participant headcount to Fm Home Loans 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 020594137.