401(k) · DOL Form 5500 · 2024

Fmsbonds, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
116
Participants Small participant base
87th
Percentile by assets National rank
$546,369
Avg per participant High balance/head
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Official DOL plan name: Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust · Sponsored by Fmsbonds, Inc. · Florida · Finance & Insurance

$63M in assets, 116 participants

Fmsbonds, Inc.'s Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust reported $63M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,788 in Finance & Insurance (8,549 peers)

Coverage in Florida

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust covers 116 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $63M.

#6,788
in Finance & Insurance (8,549 peers)
+22.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$63,378,825 Top 13% higher than 87% 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

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust 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. Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $52M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust reported participants rose from 111 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591842344 · Fmsbonds, Inc. PY 2024 · 401(k)

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust · $63M · 116 · 87th

  • PART $63M
  • PART 116
  • PART 87th
  • PART 401(k)
  • PART near Harmonycares 401(k) Plan
  • PART ind #6788

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 Florida →

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Axios Incorporated Multiple Employer Retirement Savings Plan and TrustAxios Incorporated Multiple …$63MFmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & TrustFmsbonds, Inc. Employees' 40…$63MHarmonycares 401(k) Plan$63MNcmic Group, Inc. Retirement Savings PlanNcmic Group, Inc. Retirement…$63MAssociated Pathologists II, PC Profit Sharing PlanAssociated Pathologists II, …$63M
End-of-year total assets ($M) among Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$63M
Net Income$12M
Employer EIN591842344
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fmsbonds, Inc.)

Sponsor-wide plan assets over time

All Fmsbonds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 55.06897785873419% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.9M $63.4M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 103 $41M
2023 1 111 $52M
2024 1 116 $63M

Nearby 401(k) Plans in Florida

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

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.063378825 · Participants: 116Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Harmonycares 401(k) Plan in MI ($63M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust grew sharply - up 22.5% during 2024, from $52M to $63M. Reported net income was $12M.
How have Fmsbonds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fmsbonds, Inc.'s sponsor-wide assets grew 55.1%, from $41M to $63M.
Where does Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harmonycares 401(k) Plan in MI ($63M, 1,684 participants).
Which 401(k) plans cover a similar participant headcount to Fmsbonds, Inc. Employees' 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 591842344.

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.