401(k) · DOL Form 5500 · 2022

Family Tree Inc. 401(k) Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$69,150
Avg per participant Below avg balance/head
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Official DOL plan name: Family Tree Inc. 401(k) Plan · Sponsored by Family Tree Inc. · Indiana · Arts, Entertainment & Recreation

$69K in assets, 1 participants

Family Tree Inc.'s Family Tree Inc. 401(k) Plan reported $69K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #354 in Arts, Entertainment & Recreation (3,077 peers)

Family Tree Inc. multi-year trail

Family Tree Inc.'s plans moved -45.6% in assets from 2022 to 2024; this filing shows Family Tree Inc. 401(k) Plan at $69K / 1 participant.

#354
in Arts, Entertainment & Recreation (3,077 peers)
+662.1%
assets growth YoY

Family Tree Inc. 401(k) Plan among the smaller filed plans by assets

Family Tree Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$69,150 4th percentile higher than 4% of 139,123 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 2022

Family Tree Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Tree Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 800457066 · Family Tree Inc. PY 2022 · 401(k)

Family Tree Inc. 401(k) Plan · $69K · 1 · 4th

  • NET $69K
  • BOOK 1
  • VS-ST 4th
  • BOY 401(k)
  • SCH near Adventure and Repose, Inc. 401(k) Plan
  • EBSA ind #354

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 Arts, Entertainment & Recreation retirement plans → · Plans in Indiana →

Family Tree Inc. 401(k) Plan in the asset neighbourhood

Family Tree Inc. 401(k) Plan$69KAdventure and Repose, Inc. 401(k) PlanAdventure and Repose, Inc. 4…$69KEnterprise Ventures Inc. 401(k) PlanEnterprise Ventures Inc. 401…$69KLife Balance Partners Inc. 401(k) PlanLife Balance Partners Inc. 4…$69KClassic Care Health Services IncClassic Care Health Services…$69K
End-of-year total assets ($M) among Family Tree Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Family Tree Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Family Tree Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38K 45.586406362979034% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.07M $0.04M ▼ -42.9%
Year Plans Participants Total Assets
2022 1 1 $69K
2023 1 1 $94K
2024 1 1 $38K

Family Tree Inc. filing trail (2022)

Total Assets (Beginning of Year)$9K
Net Assets (End of Year)$69K
Net Income$60K
Employer EIN800457066
Plan Effective Date2009-08-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Family Tree Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Family Tree Inc. 401(k) Plan, Total assets ($B): 0.00006915 · Participants: 1Family Tree Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Family Tree Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Family Tree Inc. 401(k) Plan side-by-side with 3 peers →

Family Tree Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Adventure and Repose, Inc. 401(k) Plan in WA ($69K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Family Tree Inc. 401(k) Plan assets move in 2022? ▼
Family Tree Inc. 401(k) Plan surged - up 662.1% during 2022, from $9K to $69K. Reported net income was $60K.
How have Family Tree Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Tree Inc.'s sponsor-wide assets declined 45.6%, from $69K to $38K.
Where does Family Tree Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Family Tree Inc. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Family Tree Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adventure and Repose, Inc. 401(k) Plan in WA ($69K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Family Tree Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800457066.

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.