Other · DOL Form 5500 · 2022

Family Services of Northeast Wiscon Sin, Incorporated Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
270
Participants Below avg headcount
70th
Percentile by assets National rank
$49,136
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat · Sponsored by Family Services of Northeast Wiscon Sin, Incorporated · Wisconsin · Healthcare & Social Assistance

$13M in assets, 270 participants

Family Services of Northeast Wiscon Sin, Incorporated's 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat reported $13M in total assets and 270 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,075 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat covers 270 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#15,075
in Healthcare & Social Assistance (20,060 peers)
-15.1%
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.

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat's outsized position by total assets

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat vs every filed plan by assets

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

$13,266,614 Top 30% higher than 70% 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 of Family Services of Northeast Wisconsin, Incorporat 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 of Family Services of Northeast Wisconsin, Incorporat sits mid-pack in the medium band (270 participants).

Form 5500 schedule snapshot

Filing strip 390827320 · Family Services of Northeast Wiscon Sin, Incorporated PY 2022 · Other

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat · $13M · 270 · 70th

  • NET $13M
  • NET 270
  • NET 70th
  • NET Other
  • NET near Evergreen Goodwill of Northwest Washington 403(b) Plan
  • NET ind #15075

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 Wisconsin →

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat in the asset neighbourhood

Learning Point Associates Defined Contribution Retirement PlanLearning Point Associates De…$13MMasonic Charity Foundation of New Jersey 403(b) Savings PlanMasonic Charity Foundation o…$13M403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat403(b) Thrift Plan of Family…$13MEvergreen Goodwill of Northwest Washington 403(b) PlanEvergreen Goodwill of Northw…$13MUniversity School of Jackson 403(b) Retirement PlanUniversity School of Jackson…$13M
End-of-year total assets ($M) among 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN390827320
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Services of Northeast Wiscon Sin, Incorporated)

Sponsor-wide plan assets over time

All Family Services of Northeast Wiscon Sin, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$15M 13.029481373318013% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.3M $15M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 270 $13M
2023 1 250 $14M
2024 1 319 $15M

Nearby Other Plans in Wisconsin

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

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat, Total assets ($B): 0.013266614 · Participants: 270403(b) Thrift Plan of Family Services of Northeast Wisconsin, IncorporatThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat vs. nearby Other plans in Wisconsin, assets vs. participants
Compare 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat side-by-side with 3 peers →

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA ($13M); by covered participants it is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 of Family Services of Northeast Wisconsin, Incorporat assets move in 2022? ▼
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat declined sharply - down 15.1% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Family Services of Northeast Wiscon Sin, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Services of Northeast Wiscon Sin, Incorporated's sponsor-wide assets grew 13.0%, from $13M to $15M.
Which Other plans are similar in size to 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat? ▼
Among Other plans in other states, the closest by assets is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA ($13M, 2,154 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat? ▼
Among Other plans in other states, the closest by covered participants is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (270 participants, $19M 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 390827320.

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.