Other · DOL Form 5500 · 2022
Children and Families First Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 225
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $22,707
- Avg per participant Low balance/head
Official DOL plan name: Children and Families First 403(b) DC Plan · Sponsored by Children and Families First · North Carolina · Other Services
$5M in assets, 225 participants
Children and Families First's Children and Families First 403(b) DC Plan reported $5M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #5,875 in Other Services (8,398 peers)
Coverage in North Carolina
Children and Families First 403(b) DC Plan covers 225 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #5,875
- in Other Services (8,398 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $489K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Children and Families First 403(b) DC Plan's mid-pack asset rank among Other Services and all filers
Children and Families First 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,109,132 Top 49% higher than 51% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Children and Families First 403(b) DC Plan 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. Children and Families First 403(b) DC Plan sits mid-pack in the medium band (225 participants).
Plan-year Form 5500 strip
Filing strip 560863474 · Children and Families First PY 2022 · Other
Children and Families First 403(b) DC Plan · $5M · 225 · 51st
- 5500 $5M
- 5500 225
- 5500 51st
- 5500 Other
- 5500 near 401(k) Profit Sharing Plan of the Chanhassen Theatre, LLC
- 5500 ind #5875
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 Other Services retirement plans → · Plans in North Carolina →
Children and Families First 403(b) DC Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$489K |
| Employer EIN | 560863474 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Children and Families First)
Sponsor-wide plan assets over time
All Children and Families First plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 19.302265356642977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 598 | $11M |
| 2023 | 2 | 565 | $7M |
| 2024 | 1 | 325 | $9M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Children and Families First 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is 401(k) Profit Sharing Plan of the Chanhassen Theatre, LLC in MN ($5M); by covered participants it is The Community at Brookmeade 403(b) Plan in NY (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- The Community at Brookmeade 403(b) Plan (NY) 225 · 0 off
- The New 42nd Street, Inc. 403(b) Plan (NY) 225 · 0 off
- Lycee International De Los Angeles 403(b) Plan (CA) 225 · 0 off
- Sobro Tax Deferred Annuity Plan (NY) 225 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.