401(k) · DOL Form 5500 · 2024

Fms Financial Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
248
Participants Below avg headcount
71st
Percentile by assets National rank
$84,523
Avg per participant Below avg balance/head
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Official DOL plan name: Fms 401(k) Plan · Sponsored by Fms Financial Management Services, LLC · Florida · Professional & Technical Services

$21M in assets, 248 participants

Fms Financial Management Services, LLC's Fms 401(k) Plan reported $21M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,216 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Fms 401(k) Plan covers 248 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $21M.

#14,216
in Professional & Technical Services (20,173 peers)
+20.3%
assets growth YoY

Fms 401(k) Plan's outsized position by total assets

Fms 401(k) Plan vs every filed plan by assets

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

$20,961,642 Top 29% higher than 71% 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 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. Fms 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fms 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fms 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Fms 401(k) Plan reported participants fell from 258 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 473105463 · Fms Financial Management Services, LLC PY 2024 · 401(k)

Fms 401(k) Plan · $21M · 248 · 71st

  • BOOK $21M
  • VS-ST 248
  • BOY 71st
  • SCH 401(k)
  • EBSA near Pan Communications, Inc. 401(k) Profit Sharing Plan & Trust
  • PART ind #14216

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 Professional & Technical Services retirement plans → · Plans in Florida →

Fms 401(k) Plan in the asset neighbourhood

Fms 401(k) Plan$21MPan Communications, Inc. 401(k) Profit Sharing Plan & TrustPan Communications, Inc. 401…$21MArkansas Federal Credit Union 401(k) Plan and TrustArkansas Federal Credit Unio…$21MFrankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing PlanFrankfurt-Short-Bruza Associ…$21MSentinel Integrity Solutions, Inc. 401(k) PlanSentinel Integrity Solutions…$21M
End-of-year total assets ($M) among Fms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN473105463
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fms Financial Management Services, LLC)

Sponsor-wide plan assets over time

All Fms Financial Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 36.39630538120009% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $21M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 238 $15M
2023 1 258 $17M
2024 1 248 $21M

Nearby 401(k) Plans in Florida

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

Fms 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fms 401(k) Plan, Total assets ($B): 0.020961642 · Participants: 248Fms 401(k) PlanL3harris 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
Fms 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fms 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Pan Communications, Inc. 401(k) Profit Sharing Plan & Trust in MA ($21M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 401(k) Plan assets move in 2024? ▼
Fms 401(k) Plan grew sharply - up 20.3% during 2024, from $17M to $21M. Reported net income was $4M.
How have Fms Financial Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fms Financial Management Services, LLC's sponsor-wide assets grew 36.4%, from $15M to $21M.
Which 401(k) plans are similar in size to Fms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pan Communications, Inc. 401(k) Profit Sharing Plan & Trust in MA ($21M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Fms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 473105463.

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.