401(k) · DOL Form 5500 · 2022

Family Tree, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
104
Participants Small participant base
34th
Percentile by assets National rank
$19,574
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: 403(b) Thrift Plan for Family Tree, Inc. · Sponsored by Family Tree, Inc. · Colorado · Healthcare & Social Assistance

$2M in assets, 104 participants

Family Tree, Inc.'s 403(b) Thrift Plan for Family Tree, Inc. reported $2M in total assets and 104 participants in its 2022 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.

  • #7,067 in Healthcare & Social Assistance (20,060 peers)

Coverage in Colorado

403(b) Thrift Plan for Family Tree, Inc. covers 104 participants in Colorado, about 28% of the average Colorado filer (state average ~376 per filing). Assets: $2M.

#7,067
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Family Tree, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Family Tree, Inc. vs every filed plan by assets

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

$2,035,661 34th percentile higher than 34% 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

403(b) Thrift Plan for Family Tree, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Family Tree, Inc. sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 840730973 · Family Tree, Inc. PY 2022 · 401(k)

403(b) Thrift Plan for Family Tree, Inc. · $2M · 104 · 34th

  • PHOTO $2M
  • IND 104
  • EOY 34th
  • 5500 401(k)
  • ASSETS near 37th Street Bakery LLC 401(k) Plan
  • PCT ind #7067

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 Healthcare & Social Assistance retirement plans → · Plans in Colorado →

403(b) Thrift Plan for Family Tree, Inc. in the asset neighbourhood

403(b) Thrift Plan for Family Tree, Inc.403(b) Thrift Plan for Famil…$2M37th Street Bakery LLC 401(k) Plan37th Street Bakery LLC 401(k…$2MValor It Inc 401(k) Profit Sharing Plan & TrustValor It Inc 401(k) Profit S…$2MStarr Corporation 401(k) Plan$2MActron Entities, Inc. 401(k) PlanActron Entities, Inc. 401(k)…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan for Family Tree, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$351K
Employer EIN840730973
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

403(b) Thrift Plan for Family Tree, Inc. vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants 403(b) Thrift Plan for Family Tree, Inc., Total assets ($B): 0.002035661 · Participants: 104403(b) Thrift Plan for Family Tree, Inc.Davita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
403(b) Thrift Plan for Family Tree, Inc. vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare 403(b) Thrift Plan for Family Tree, Inc. side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is 37th Street Bakery LLC 401(k) Plan in IL ($2M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); 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 403(b) Thrift Plan for Family Tree, Inc. assets move in 2022? ▼
403(b) Thrift Plan for Family Tree, Inc. pulled back noticeably - down 14.7% during 2022, from $2M to $2M. Reported net income was -$351K.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Family Tree, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is 37th Street Bakery LLC 401(k) Plan in IL ($2M, 54 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Family Tree, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, 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 840730973.

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.