Other · DOL Form 5500 · 2022

FAMILYFORWARD Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
129
Participants Small participant base
54th
Percentile by assets National rank
$45,227
Avg per participant Low balance/head
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Official DOL plan name: Familyforward Custodial Pension Plan · Sponsored by FAMILYFORWARD · Missouri · Healthcare & Social Assistance

$6M in assets, 129 participants

FAMILYFORWARD's Familyforward Custodial Pension Plan reported $6M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,941 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Familyforward Custodial Pension Plan covers 129 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $6M.

#11,941
in Healthcare & Social Assistance (20,060 peers)
-30.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Familyforward Custodial Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Familyforward Custodial Pension Plan vs every filed plan by assets

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

$5,834,280 Top 46% higher than 54% 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

Familyforward Custodial Pension 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. Familyforward Custodial Pension Plan sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 430652622 · FAMILYFORWARD PY 2022 · Other

Familyforward Custodial Pension Plan · $6M · 129 · 54th

  • RANK $6M
  • RANK 129
  • RANK 54th
  • RANK Other
  • RANK near Community Resource Center 403(b) Plan
  • RANK ind #11941

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 Missouri →

Familyforward Custodial Pension Plan in the asset neighbourhood

Community Health Partners, Inc. 403(b) Tax-Deferred PlanCommunity Health Partners, I…$6MSection 403(b) Retirement Plan for Employees of Program Development Services, Inc.Section 403(b) Retirement Pl…$6MFamilyforward Custodial Pension PlanFamilyforward Custodial Pens…$6MCommunity Resource Center 403(b) PlanCommunity Resource Center 40…$6MYeshiva Har Torah 403(b) DC PlanYeshiva Har Torah 403(b) DC …$6M
End-of-year total assets ($M) among Familyforward Custodial Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$3M
Employer EIN430652622
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAMILYFORWARD)

Sponsor-wide plan assets over time

All FAMILYFORWARD plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.72838807873465% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.83M $7.39M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 129 $6M
2023 1 116 $6M
2024 1 123 $7M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Familyforward Custodial Pension Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Familyforward Custodial Pension Plan, Total assets ($M): 5.83428 · Participants: 129Familyforward Custodial Pension PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Familyforward Custodial Pension Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Familyforward Custodial Pension Plan side-by-side with 3 peers →

Familyforward Custodial Pension Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Community Resource Center 403(b) Plan in NY ($6M); by covered participants it is West Virginia University Foundation DC Retirement Plan in WV (129 participants). Same-state nearby plans are listed separately above.

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 Familyforward Custodial Pension Plan assets move in 2022? ▼
Familyforward Custodial Pension Plan contracted severely - down 30.4% during 2022, from $8M to $6M. Reported net income was -$3M.
How have FAMILYFORWARD plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), FAMILYFORWARD's sponsor-wide assets grew 26.7%, from $6M to $7M.
Which Other plans are similar in size to Familyforward Custodial Pension Plan? ▼
Among Other plans in other states, the closest by assets is Community Resource Center 403(b) Plan in NY ($6M, 205 participants).
Which Other plans cover a similar participant headcount to Familyforward Custodial Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is West Virginia University Foundation DC Retirement Plan in WV (129 participants, $26M 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 430652622.

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.