ESOP · DOL Form 5500 · 2024
Financial Management Network, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $113,246
- Avg per participant Below avg balance/head
Official DOL plan name: Fmn ESOP · Sponsored by Financial Management Network, Inc. · California · Finance & Insurance
$3M in assets, 26 participants
Financial Management Network, Inc.'s Fmn ESOP reported $3M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #1,881 in Finance & Insurance (8,549 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 $3M / 26 participants.
- #1,881
- in Finance & Insurance (8,549 peers)
- +25.2%
- assets growth YoY
Fmn ESOP's mid-pack asset rank among Finance & Insurance and all filers
Fmn ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,944,393 34th percentile higher than 34% 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
Fmn ESOP among smaller filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- Fmn ESOP end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330490707 · Financial Management Network, Inc. PY 2024 · ESOP
Fmn ESOP · $3M · 26 · 34th
- RANK $3M
- RANK 26
- RANK 34th
- RANK ESOP
- RANK near Valley Business Machines, Inc. Employee Stock Ownership Plan
- RANK ind #1881
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $2M |
| 2023 | 1 | 26 | $2M |
| 2024 | 1 | 26 | $3M |
Financial Management Network, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $592K |
| Employer EIN | 330490707 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Fmn ESOP's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Valley Business Machines, Inc. Employee Stock Ownership Plan in AK ($3M); by covered participants it is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 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.