Defined Benefit (Pension) · DOL Form 5500 · 2022

Family Services, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
35th
Percentile by assets National rank
$105,840
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Benefit Plan of Family Services, Inc. · Sponsored by Family Services, Inc. · North Carolina · Healthcare & Social Assistance

$2M in assets, 21 participants

Family Services, Inc.'s Employee Benefit Plan of Family Services, Inc. reported $2M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,472 in Healthcare & Social Assistance (20,060 peers)

Family Services, Inc. multi-year trail

Family Services, Inc.'s plans moved -43.6% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Family Services, Inc. at $2M / 21 participants.

#7,472
in Healthcare & Social Assistance (20,060 peers)
-22.2%
assets change YoY

The plan reported a net loss of $635K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of Family Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Family Services, Inc. vs every filed plan by assets

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

$2,222,630 35th percentile higher than 35% 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

Employee Benefit Plan of Family Services, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Family Services, Inc. is a small filing (21 participants) on this national headcount ladder.

DOL schedule card

Filing strip 560689235 · Family Services, Inc. PY 2022 · Defined Benefit (Pension)

Employee Benefit Plan of Family Services, Inc. · $2M · 21 · 35th

  • RANK $2M
  • PHOTO 21
  • IND 35th
  • EOY Defined Benefit (Pension)
  • 5500 near Otis Elevator Company Puerto Rico Pension Plan
  • ASSETS ind #7472

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 North Carolina →

Employee Benefit Plan of Family Services, Inc. in the asset neighbourhood

Ticket Escape Corp. Defined Benefit Pension PlanTicket Escape Corp. Defined …$2MEmployee Benefit Plan of Family Services, Inc.Employee Benefit Plan of Fam…$2MOtis Elevator Company Puerto Rico Pension PlanOtis Elevator Company Puerto…$2MThe Perry Company Retirement Plan & TrustThe Perry Company Retirement…$2MBrookwood Dermatology, PC Cash Balance PlanBrookwood Dermatology, PC Ca…$2M
End-of-year total assets ($M) among Employee Benefit Plan of Family Services, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Family Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.61999784639629% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.1M $2.31M ▼ -43.7%
Year Plans Participants Total Assets
2022 2 186 $4M
2023 1 18 $3M
2024 1 16 $2M

Family Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$635K
Employer EIN560689235
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Family Services, Inc. vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Employee Benefit Plan of Family Services, Inc., Total assets ($B): 0.00222263 · Participants: 21Employee Benefit Plan of Family Services, Inc.Honeywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Employee Benefit Plan of Family Services, Inc. vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Employee Benefit Plan of Family Services, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Family Services, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Otis Elevator Company Puerto Rico Pension Plan in CT ($2M); by covered participants it is Halliburton Retirement Plan in TX (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Employee Benefit Plan of Family Services, Inc. assets move in 2022? ▼
Employee Benefit Plan of Family Services, Inc. declined sharply - down 22.2% during 2022, from $3M to $2M. Reported net income was -$635K.
How have Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Services, Inc.'s sponsor-wide assets declined 43.6%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Employee Benefit Plan of Family Services, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Otis Elevator Company Puerto Rico Pension Plan in CT ($2M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employee Benefit Plan of Family Services, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Halliburton Retirement Plan in TX (21 participants, $36M 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 560689235.

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.