ESOP · DOL Form 5500 · 2023

Financial Management Network, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
32nd
Percentile by assets National rank
$90,463
Avg per participant Below avg balance/head
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Official DOL plan name: Fmn ESOP · Sponsored by Financial Management Network, Inc. · California · Finance & Insurance

$2M in assets, 26 participants

Financial Management Network, Inc.'s Fmn ESOP reported $2M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,975 in Finance & Insurance (8,869 peers)

Financial Management Network, Inc. multi-year trail

Financial Management Network, Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Fmn ESOP at $2M / 26 participants.

#1,975
in Finance & Insurance (8,869 peers)
+0.0%
assets growth YoY

Fmn ESOP among the smaller filed plans by assets

Fmn ESOP vs every filed plan by assets

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

$2,352,040 32nd percentile higher than 32% 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

Fmn ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fmn ESOP is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fmn ESOP reported participants rose from 25 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330490707 · Financial Management Network, Inc. PY 2023 · ESOP

Fmn ESOP · $2M · 26 · 32nd

  • VS-ST $2M
  • BOY 26
  • SCH 32nd
  • EBSA ESOP
  • PART near The Peoples Bank Employee Stock Ownership Plan
  • TYPE ind #1975

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 California →

Fmn ESOP in the asset neighbourhood

Rees Associates, Inc. Employee Stock Ownership PlanRees Associates, Inc. Employ…$2MProst Builders Employee Stock Ownership PlanProst Builders Employee Stoc…$2MFmn ESOP$2MThe Peoples Bank Employee Stock Ownership PlanThe Peoples Bank Employee St…$2MCross Keys Bank Employee Stock Ownership PlanCross Keys Bank Employee Sto…$2M
End-of-year total assets ($M) among Fmn ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Financial Management Network, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Financial Management Network, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.184648220268365% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.35M $2.94M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 26 $2M
2024 1 26 $3M

Financial Management Network, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Employer EIN330490707
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Fmn ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Fmn ESOP, Total assets ($B): 0.00235204 · Participants: 26Fmn ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Fmn ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Fmn ESOP side-by-side with 3 peers →

Fmn ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Peoples Bank Employee Stock Ownership Plan in AR ($2M); by covered participants it is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Fmn ESOP assets move in 2023? ▼
Fmn ESOP held essentially flat - up 0.0% during 2023, from $2M to $2M.
How have Financial Management Network, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Management Network, Inc.'s sponsor-wide assets grew 25.2%, from $2M to $3M.
Which ESOP plans are similar in size to Fmn ESOP? ▼
Among ESOP plans in other states, the closest by assets is The Peoples Bank Employee Stock Ownership Plan in AR ($2M, 82 participants).
Which ESOP plans cover a similar participant headcount to Fmn ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants, $17M 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 330490707.

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.