Other · DOL Form 5500 · 2022

Family Services, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
165
Participants Small participant base
33rd
Percentile by assets National rank
$11,350
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Family Services, Inc. · Sponsored by Family Services, Inc. · North Carolina · Healthcare & Social Assistance

$2M in assets, 165 participants

Family Services, Inc.'s 403(b) Thrift Plan for Family Services, Inc. reported $2M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,685 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

403(b) Thrift Plan for Family Services, Inc. covers 165 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#6,685
in Healthcare & Social Assistance (20,060 peers)
-4.1%
assets change YoY

The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Family Services, Inc. among the smaller filed plans by assets

403(b) Thrift Plan for Family Services, Inc. vs every filed plan by assets

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

$1,872,831 33rd percentile higher than 33% 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 Family Services, Inc. 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 Family Services, Inc. sits mid-pack in the medium band (165 participants).

Form 5500 schedule snapshot

Filing strip 560689235 · Family Services, Inc. PY 2022 · Other

403(b) Thrift Plan for Family Services, Inc. · $2M · 165 · 33rd

  • BOY $2M
  • BOY 165
  • BOY 33rd
  • BOY Other
  • BOY near Higher Horizons Day Care, Inc. 403(b) Retirement Plan
  • BOY ind #6685

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 North Carolina →

403(b) Thrift Plan for Family Services, Inc. in the asset neighbourhood

403(b) Thrift Plan for Family Services, Inc.403(b) Thrift Plan for Famil…$2MHigher Horizons Day Care, Inc. 403(b) Retirement PlanHigher Horizons Day Care, In…$2MJacobson Memorial Hospital Tax Sheltered Annuity PlanJacobson Memorial Hospital T…$2MYedei Chesed Tax Deferred Annuity Retirement PlanYedei Chesed Tax Deferred An…$2MCommunity Living and Learning, Inc. Tax Sheltered Annuity PlanCommunity Living and Learnin…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan for Family Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$81K
Employer EIN560689235
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 43.61999784639629% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.1M $2.31M ▼ -43.7%
Year Plans Participants Total Assets
2022 2 186 $4M
2023 1 18 $3M
2024 1 16 $2M

Nearby Other Plans in North Carolina

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

403(b) Thrift Plan for Family Services, Inc. vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants 403(b) Thrift Plan for Family Services, Inc., Total assets ($B): 0.001872831 · Participants: 165403(b) Thrift Plan for Family Services, Inc.The Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
403(b) Thrift Plan for Family Services, Inc. vs. nearby Other plans in North Carolina, assets vs. participants
Compare 403(b) Thrift Plan for Family Services, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Family Services, Inc.'s out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Higher Horizons Day Care, Inc. 403(b) Retirement Plan in VA ($2M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Family Services, Inc. assets move in 2022? ▼
403(b) Thrift Plan for Family Services, Inc. edged down modestly - down 4.1% during 2022, from $2M to $2M. Reported net income was -$81K.
How have Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Services, Inc.'s sponsor-wide assets declined 43.6%, from $4M to $2M.
Which Other plans are similar in size to 403(b) Thrift Plan for Family Services, Inc.? ▼
Among Other plans in other states, the closest by assets is Higher Horizons Day Care, Inc. 403(b) Retirement Plan in VA ($2M, 73 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Family Services, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Three Rivers Hospital 403b Plan in TN (165 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 560689235.

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.