401(k) · DOL Form 5500 · 2022

Family Resource & Referral Cen 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
141
Participants Small participant base
64th
Percentile by assets National rank
$66,401
Avg per participant Below avg balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin · Sponsored by Family Resource & Referral Cen · California · Healthcare & Social Assistance

$9M in assets, 141 participants

Family Resource & Referral Cen's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin reported $9M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,859 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin covers 141 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $9M.

#13,859
in Healthcare & Social Assistance (20,060 peers)
-14.1%
assets change YoY

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.

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin's mid-pack asset rank among Healthcare & Social Assistance and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin vs every filed plan by assets

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

$9,362,508 Top 36% higher than 64% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin sits mid-pack in the medium band (141 participants).

Published 5500 schedule card

Filing strip 941691503 · Family Resource & Referral Cen PY 2022 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin · $9M · 141 · 64th

  • ASSETS $9M
  • PCT 141
  • EIN 64th
  • RANK 401(k)
  • PHOTO near Liberty Electronics, Inc. 401(k) Plan
  • IND ind #13859

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 California →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San JoaquinSafe-Harbor 401(k) Profit Sh…$9MLiberty Electronics, Inc. 401(k) PlanLiberty Electronics, Inc. 40…$9MTransource, Inc. 401(k) Investment PlanTransource, Inc. 401(k) Inve…$9MVorteq Coil Finishers, LLC Profit Sharing and Savings PlanVorteq Coil Finishers, LLC P…$9MBmt Aerospace USA, Inc. Employee's 401(k) PlanBmt Aerospace USA, Inc. Empl…$9M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN941691503
Plan Effective Date2000-09-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Resource & Referral Cen)

Sponsor-wide plan assets over time

All Family Resource & Referral Cen plans reported in each filing year

Latest sponsor-wide plan assets
$13M 38.757264613285244% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.36M $13M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 141 $9M
2023 1 152 $11M
2024 1 177 $13M

Nearby 401(k) Plans in California

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin, Total assets ($B): 0.009362508 · Participants: 141Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San JoaquinWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Liberty Electronics, Inc. 401(k) Plan in PA ($9M); by covered participants it is Bel Red Energy Solutions 401(k) Plan in WA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin assets move in 2022? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin pulled back noticeably - down 14.1% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Family Resource & Referral Cen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Resource & Referral Cen's sponsor-wide assets grew 38.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Electronics, Inc. 401(k) Plan in PA ($9M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin? ▼
Among 401(k) plans in other states, the closest by covered participants is Bel Red Energy Solutions 401(k) Plan in WA (141 participants, N/A 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 941691503.

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.