Other · DOL Form 5500 · 2022
Family Service Rochester, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $93,084
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Family Service Rochester, Inc. · Sponsored by Family Service Rochester, Inc. · Minnesota · Healthcare & Social Assistance
$7M in assets, 73 participants
Family Service Rochester, Inc.'s 403(b) Thrift Plan for Family Service Rochester, Inc. reported $7M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,619 in Healthcare & Social Assistance (20,060 peers)
Family Service Rochester, Inc. multi-year trail
Family Service Rochester, Inc.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Family Service Rochester, Inc. at $7M / 73 participants.
- #12,619
- in Healthcare & Social Assistance (20,060 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Family Service Rochester, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Family Service Rochester, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,795,124 Top 43% higher than 57% 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
403(b) Thrift Plan for Family Service Rochester, 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. 403(b) Thrift Plan for Family Service Rochester, Inc. is a small filing (73 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 410883453 · Family Service Rochester, Inc. PY 2022 · Other
403(b) Thrift Plan for Family Service Rochester, Inc. · $7M · 73 · 57th
- 5500 $7M
- ASSETS 73
- PCT 57th
- EIN Other
- RANK near Western Montana Mental Health Center 403(b) Retirement Plan
- PHOTO ind #12619
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 Minnesota →
403(b) Thrift Plan for Family Service Rochester, Inc. in the asset neighbourhood
Family Service Rochester, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Family Service Rochester, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 29.906282799254292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $7M |
| 2023 | 1 | 98 | $8M |
| 2024 | 1 | 111 | $9M |
Family Service Rochester, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$541K |
| Employer EIN | 410883453 |
| Plan Effective Date | 2004-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
403(b) Thrift Plan for Family Service Rochester, Inc.'s out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Western Montana Mental Health Center 403(b) Retirement Plan in MT ($7M); by covered participants it is International Institute of New England 403(b) Plan in MA (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Western Montana Mental Health Center 403(b) Retirement Plan (MT) $7M · 346
- Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School (MA) $7M · 39
- New York Psychotherapy and Counseling Center 403(b) Retirement Plan (NY) $7M · 507
- Vista Life Innovations, Inc. 403(b) Plan (CT) $7M · 184
Similar participant headcount
Nearest other-state filings by covered participants (73 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.