401(k) · DOL Form 5500 · 2022
The Family Partnership 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $45,481
- Avg per participant Low balance/head
Official DOL plan name: The Family Partnership 403(b) Retirement Savings Plan · Sponsored by The Family Partnership · Minnesota · Healthcare & Social Assistance
$3M in assets, 76 participants
The Family Partnership's The Family Partnership 403(b) Retirement Savings Plan reported $3M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #9,521 in Healthcare & Social Assistance (20,060 peers)
The Family Partnership multi-year trail
The Family Partnership's plans moved +29.8% in assets from 2022 to 2024; this filing shows The Family Partnership 403(b) Retirement Savings Plan at $3M / 76 participants.
- #9,521
- in Healthcare & Social Assistance (20,060 peers)
- -18.8%
- assets change YoY
The plan reported a net loss of $803K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Family Partnership 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Family Partnership 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,456,554 43rd percentile higher than 43% 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
The Family Partnership 403(b) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Family Partnership 403(b) Retirement Savings Plan is a small filing (76 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 410693858 · The Family Partnership PY 2022 · 401(k)
The Family Partnership 403(b) Retirement Savings Plan · $3M · 76 · 43rd
- VS-ST $3M
- VS-ST 76
- VS-ST 43rd
- VS-ST 401(k)
- VS-ST near Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan
- VS-ST ind #9521
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 →
The Family Partnership 403(b) Retirement Savings Plan in the asset neighbourhood
The Family Partnership multi-year asset trail
Sponsor-wide plan assets over time
All The Family Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.809920516213545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $3M |
| 2023 | 1 | 93 | $4M |
| 2024 | 1 | 117 | $4M |
The Family Partnership filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$803K |
| Employer EIN | 410693858 |
| Plan Effective Date | 2021-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
The Family Partnership 403(b) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan in TN ($3M); by covered participants it is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.