401(k) · DOL Form 5500 · 2022

Family Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
162
Participants Small participant base
36th
Percentile by assets National rank
$14,457
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Resources, Inc. 401(k) Plan · Sponsored by Family Resources, Inc. · Iowa · Healthcare & Social Assistance

$2M in assets, 162 participants

Family Resources, Inc.'s Family Resources, Inc. 401(k) Plan reported $2M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,676 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Family Resources, Inc. 401(k) Plan covers 162 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $2M.

#7,676
in Healthcare & Social Assistance (20,060 peers)
-5.9%
assets change YoY

The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Family Resources, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family Resources, Inc. 401(k) Plan vs every filed plan by assets

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

$2,342,089 36th percentile higher than 36% 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

Family Resources, Inc. 401(k) 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 Resources, Inc. 401(k) Plan sits mid-pack in the medium band (162 participants).

Plan-year Form 5500 strip

Filing strip 420698225 · Family Resources, Inc. PY 2022 · 401(k)

Family Resources, Inc. 401(k) Plan · $2M · 162 · 36th

  • SCH $2M
  • SCH 162
  • SCH 36th
  • SCH 401(k)
  • SCH near Mcoffice LLC Ta McDonald's 401(k) P/S Plan
  • SCH ind #7676

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 Iowa →

Family Resources, Inc. 401(k) Plan in the asset neighbourhood

Family Resources, Inc. 401(k) PlanFamily Resources, Inc. 401(k…$2MMcoffice LLC Ta McDonald's 401(k) P/S PlanMcoffice LLC Ta McDonald's 4…$2MRichard Mccallister, a Sole Proprietor 401(k) PlanRichard Mccallister, a Sole …$2MRichard Mccallister, a Sole Proprietor 401(k) PlanRichard Mccallister, a Sole …$2MDens Facility Services Inc. 401(k) Profit Sharing PlanDens Facility Services Inc. …$2M
End-of-year total assets ($M) among Family Resources, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$146K
Employer EIN420698225
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Resources, Inc.)

Sponsor-wide plan assets over time

All Family Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.45514837395163% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.34M $2.77M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 162 $2M
2023 1 161 $3M
2024 1 147 $3M

Nearby 401(k) Plans in Iowa

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

Family Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Family Resources, Inc. 401(k) Plan, Total assets ($B): 0.002342089 · Participants: 162Family Resources, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Family Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Family Resources, Inc. 401(k) Plan side-by-side with 3 peers →

Family Resources, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Mcoffice LLC Ta McDonald's 401(k) P/S Plan in VA ($2M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Family Resources, Inc. 401(k) Plan assets move in 2022? ▼
Family Resources, Inc. 401(k) Plan pulled back noticeably - down 5.9% during 2022, from $2M to $2M. Reported net income was -$146K.
How have Family Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Resources, Inc.'s sponsor-wide assets grew 18.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Family Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcoffice LLC Ta McDonald's 401(k) P/S Plan in VA ($2M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Family Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 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 420698225.

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.