401(k) · DOL Form 5500 · 2022

Family Allergy Mso, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
362
Participants Below avg headcount
82nd
Percentile by assets National rank
$75,784
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Allergy and Asthma Safe Harbor 401(k) Plan · Sponsored by Family Allergy Mso, LLC · Kentucky · Healthcare & Social Assistance

$27M in assets, 362 participants

Family Allergy Mso, LLC's Family Allergy and Asthma Safe Harbor 401(k) Plan reported $27M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,940 in Healthcare & Social Assistance (20,060 peers)

Where Family Allergy and Asthma Safe Harbor 401(k) Plan sits by assets

Family Allergy and Asthma Safe Harbor 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 362 participants (~$75,784/participant), down 6.6% in 2022.

#16,940
in Healthcare & Social Assistance (20,060 peers)
-6.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Family Allergy and Asthma Safe Harbor 401(k) Plan's outsized position by total assets

Family Allergy and Asthma Safe Harbor 401(k) Plan vs every filed plan by assets

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

$27,433,734 Top 18% higher than 82% 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

Family Allergy and Asthma Safe Harbor 401(k) 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. Family Allergy and Asthma Safe Harbor 401(k) Plan sits mid-pack in the medium band (362 participants).

Published 5500 schedule card

Filing strip 824503357 · Family Allergy Mso, LLC PY 2022 · 401(k)

Family Allergy and Asthma Safe Harbor 401(k) Plan · $27M · 362 · 82nd

  • EBSA $27M
  • EBSA 362
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Great Lakes Energy Non-Union 401(k) Plan
  • EBSA ind #16940

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 Kentucky →

Family Allergy and Asthma Safe Harbor 401(k) Plan in the asset neighbourhood

Great Lakes Energy Non-Union 401(k) PlanGreat Lakes Energy Non-Union…$27MSmiley Brothers, Inc. 401(k) PlanSmiley Brothers, Inc. 401(k)…$27MFamily Allergy and Asthma Safe Harbor 401(k) PlanFamily Allergy and Asthma Sa…$27MRlj-Mclarty-Landers Automotive Holdings, LLC 401(k) PlanRlj-Mclarty-Landers Automoti…$27MKarma Automotive LLC Retirement PlanKarma Automotive LLC Retirem…$27M
End-of-year total assets ($M) among Family Allergy and Asthma Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$27M
Net Income-$2M
Employer EIN824503357
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Allergy Mso, LLC)

Sponsor-wide plan assets over time

All Family Allergy Mso, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 35.76022133917315% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $37.2M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 362 $27M
2023 1 457 $34M
2024 1 459 $37M

Nearby 401(k) Plans in Kentucky

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

Family Allergy and Asthma Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Family Allergy and Asthma Safe Harbor 401(k) Plan, Total assets ($B): 0.027433734 · Participants: 362Family Allergy and Asthma Safe Harbor 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Family Allergy and Asthma Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Family Allergy and Asthma Safe Harbor 401(k) Plan side-by-side with 3 peers →

Family Allergy and Asthma Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Great Lakes Energy Non-Union 401(k) Plan in MI ($27M); by covered participants it is Choice Investments Savings Plan in WV (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Family Allergy and Asthma Safe Harbor 401(k) Plan assets move in 2022? ▼
Family Allergy and Asthma Safe Harbor 401(k) Plan pulled back noticeably - down 6.6% during 2022, from $29M to $27M. Reported net income was -$2M.
How have Family Allergy Mso, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Allergy Mso, LLC's sponsor-wide assets grew 35.8%, from $27M to $37M.
Where does Family Allergy and Asthma Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Family Allergy and Asthma Safe Harbor 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Family Allergy and Asthma Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Lakes Energy Non-Union 401(k) Plan in MI ($27M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Family Allergy and Asthma Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Choice Investments Savings Plan in WV (362 participants, $14M 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 824503357.

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.