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
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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

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

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

Children and Families First 403(b) DC PlanChildren and Families First …$5M401(k) Profit Sharing Plan of the Chanhassen Theatre, LLC401(k) Profit Sharing Plan o…$5MNational Capital Treatment and Recovery 403(b) PlanNational Capital Treatment a…$5MCircle of Life Retirement 403b PlanCircle of Life Retirement 40…$5MDoane Academy 403(b) DC Plan$5M
End-of-year total assets ($M) among Children and Families First 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$489K
Employer EIN560863474
Plan Effective Date1980-01-01
Filing StatusFILING 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
$6M$8M$10M$12M 202220232024 $11.3M $9.08M ▼ -19.4%
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.

Children and Families First 403(b) DC Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Children and Families First 403(b) DC Plan, Total assets ($B): 0.005109132 · Participants: 225Children and Families First 403(b) DC PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Children and Families First 403(b) DC Plan vs. nearby Other plans in North Carolina, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Children and Families First 403(b) DC Plan assets move in 2022?
Children and Families First 403(b) DC Plan pulled back noticeably - down 8.7% during 2022, from $6M to $5M. Reported net income was -$489K.
How have Children and Families First plan assets changed over time?
Across 3 plan years on file (2022-2024), Children and Families First's sponsor-wide assets declined 19.3%, from $11M to $9M.
Which Other plans are similar in size to Children and Families First 403(b) DC Plan?
Among Other plans in other states, the closest by assets is 401(k) Profit Sharing Plan of the Chanhassen Theatre, LLC in MN ($5M, 125 participants).
Which Other plans cover a similar participant headcount to Children and Families First 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is The Community at Brookmeade 403(b) Plan in NY (225 participants, $3M in assets).