401(k) · DOL Form 5500 · 2022
Family Tree Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $316K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $158,007
- Avg per participant Above avg balance/head
Official DOL plan name: Family Tree Holdings Inc. Retirement Plan · Sponsored by Family Tree Holdings Inc. · Illinois · Healthcare & Social Assistance
$316K in assets, 2 participants
Family Tree Holdings Inc.'s Family Tree Holdings Inc. Retirement Plan reported $316K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #2,054 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Family Tree Holdings Inc. Retirement Plan surged 320.6% in 2022 ($75K → $316K) for 2 participants.
- #2,054
- in Healthcare & Social Assistance (20,060 peers)
- +320.6%
- assets growth YoY
Family Tree Holdings Inc. Retirement Plan among the smaller filed plans by assets
Family Tree Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$316,013 14th percentile higher than 14% 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
Family Tree Holdings Inc. Retirement 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 Holdings Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 850774765 · Family Tree Holdings Inc. PY 2022 · 401(k)
Family Tree Holdings Inc. Retirement Plan · $316K · 2 · 14th
- 5500 $316K
- ASSETS 2
- PCT 14th
- EIN 401(k)
- RANK near US Materials Handling Corp Profit Sharing Plan and Trust
- PHOTO ind #2054
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 Illinois →
Family Tree Holdings Inc. Retirement Plan in the asset neighbourhood
Family Tree Holdings Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Family Tree Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $316K |
| 2023 | 1 | 3 | $382K |
| 2024 | 1 | 4 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $75K |
|---|---|
| Net Assets (End of Year) | $316K |
| Net Income | $241K |
| Employer EIN | 850774765 |
| Plan Effective Date | 2020-04-24 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Family Tree Holdings Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is US Materials Handling Corp Profit Sharing Plan and Trust in NY ($316K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($316K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.