Other · DOL Form 5500 · 2022
Family Resource Agency Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 300
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $25,172
- Avg per participant Low balance/head
Official DOL plan name: Family Resource Agency Inc. 403(b) Retirement Plan · Sponsored by Family Resource Agency Inc. · Tennessee · Other Services
$8M in assets, 300 participants
Family Resource Agency Inc.'s Family Resource Agency Inc. 403(b) Retirement Plan reported $8M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #6,353 in Other Services (8,398 peers)
Coverage in Tennessee
Family Resource Agency Inc. 403(b) Retirement Plan covers 300 participants in Tennessee, about 27% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.
- #6,353
- in Other Services (8,398 peers)
- -20.8%
- 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.
Family Resource Agency Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Family Resource Agency Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,551,681 Top 41% higher than 59% 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
Family Resource Agency Inc. 403(b) Retirement 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 Resource Agency Inc. 403(b) Retirement Plan sits mid-pack in the medium band (300 participants).
DOL schedule card
Filing strip 620876593 · Family Resource Agency Inc. PY 2022 · Other
Family Resource Agency Inc. 403(b) Retirement Plan · $8M · 300 · 59th
- 5500 $8M
- ASSETS 300
- PCT 59th
- EIN Other
- RANK near Williamsburg Landing, Inc. 403(b) Retirement Plan
- PHOTO ind #6353
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 Other Services retirement plans → · Plans in Tennessee →
Family Resource Agency Inc. 403(b) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 620876593 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Resource Agency Inc.)
Sponsor-wide plan assets over time
All Family Resource Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 26.116092562702264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $8M |
| 2023 | 1 | 455 | $9M |
| 2024 | 1 | 383 | $10M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
Family Resource Agency Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA ($8M); by covered participants it is The Dalton Schools, Inc. Retirement and Savings Plan in NY (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (300 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.