Other · DOL Form 5500 · 2022

Children's and Friend and Service Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
415
Participants Below avg headcount
73rd
Percentile by assets National rank
$36,552
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Children's and Friend and Service · Sponsored by Children's and Friend and Service · Rhode Island · Healthcare & Social Assistance

$15M in assets, 415 participants

Children's and Friend and Service's 403(b) Thrift Plan for Employees of Children's and Friend and Service reported $15M in total assets and 415 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,486 in Healthcare & Social Assistance (20,060 peers)

Coverage in Rhode Island

403(b) Thrift Plan for Employees of Children's and Friend and Service covers 415 participants in Rhode Island, about 29% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $15M.

#15,486
in Healthcare & Social Assistance (20,060 peers)
-8.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Children's and Friend and Service's outsized position by total assets

403(b) Thrift Plan for Employees of Children's and Friend and Service vs every filed plan by assets

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

$15,169,224 Top 27% higher than 73% 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

403(b) Thrift Plan for Employees of Children's and Friend and Service 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. 403(b) Thrift Plan for Employees of Children's and Friend and Service sits mid-pack in the medium band (415 participants).

EBSA filing schedule strip

Filing strip 050258819 · Children's and Friend and Service PY 2022 · Other

403(b) Thrift Plan for Employees of Children's and Friend and Service · $15M · 415 · 73rd

  • IND $15M
  • EOY 415
  • 5500 73rd
  • ASSETS Other
  • PCT near National Outdoor Leadership School Tax Sheltered Annuity Plan
  • EIN ind #15486

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 Rhode Island →

403(b) Thrift Plan for Employees of Children's and Friend and Service in the asset neighbourhood

403(b) Thrift Plan for Employees of Children's and Friend and Service403(b) Thrift Plan for Emplo…$15MNational Outdoor Leadership School Tax Sheltered Annuity PlanNational Outdoor Leadership …$15MCumberland Healthcare 403(b) PlanCumberland Healthcare 403(b)…$15M403(b) Thrift Plan for Community Action Project of Tulsa County, Inc.403(b) Thrift Plan for Commu…$15MRumsey Hall School 403(b) DC PlanRumsey Hall School 403(b) DC…$15M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Children's and Friend and Service and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN050258819
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's and Friend and Service)

Sponsor-wide plan assets over time

All Children's and Friend and Service plans reported in each filing year

Latest sponsor-wide plan assets
$20M 31.357141274992053% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $19.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 415 $15M
2023 1 418 $17M
2024 1 433 $20M

Nearby Other Plans in Rhode Island

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

403(b) Thrift Plan for Employees of Children's and Friend and Service vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Children's and Friend and Service, Total assets ($B): 0.015169224 · Participants: 415403(b) Thrift Plan for Employees of Children's and Friend and ServiceBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.301355502 · Participants: 1283Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.025724455 · Participants: 10171Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.657188413 · Participants: 4906Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.316364623 · Participants: 949Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.296581858 · Participants: 1769Roger Williams University Retirement Plan
403(b) Thrift Plan for Employees of Children's and Friend and Service vs. nearby Other plans in Rhode Island, assets vs. participants

403(b) Thrift Plan for Employees of Children's and Friend and Service's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is National Outdoor Leadership School Tax Sheltered Annuity Plan in WY ($15M); by covered participants it is 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. in OH (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 403(b) Thrift Plan for Employees of Children's and Friend and Service assets move in 2022?
403(b) Thrift Plan for Employees of Children's and Friend and Service pulled back noticeably - down 8.2% during 2022, from $17M to $15M. Reported net income was -$1M.
How have Children's and Friend and Service plan assets changed over time?
Across 3 plan years on file (2022-2024), Children's and Friend and Service's sponsor-wide assets grew 31.4%, from $15M to $20M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Children's and Friend and Service?
Among Other plans in other states, the closest by assets is National Outdoor Leadership School Tax Sheltered Annuity Plan in WY ($15M, 969 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Children's and Friend and Service?
Among Other plans in other states, the closest by covered participants is 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. in OH (415 participants, $4M in assets).