Other · DOL Form 5500 · 2022
Family Resources, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $28,811
- Avg per participant Low balance/head
Official DOL plan name: Family Resources 403(b) Retirement Plan · Sponsored by Family Resources, Inc. · Florida · Healthcare & Social Assistance
$3M in assets, 107 participants
Family Resources, Inc.'s Family Resources 403(b) Retirement Plan reported $3M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,958 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Family Resources 403(b) Retirement Plan covers 107 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $3M.
- #8,958
- in Healthcare & Social Assistance (20,060 peers)
- +3.3%
- assets growth YoY
Family Resources 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Family Resources 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,082,757 41st percentile higher than 41% 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 Resources 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 Resources 403(b) Retirement Plan sits mid-pack in the medium band (107 participants).
Plan-year Form 5500 strip
Filing strip 237146873 · Family Resources, Inc. PY 2022 · Other
Family Resources 403(b) Retirement Plan · $3M · 107 · 41st
- SCH $3M
- EBSA 107
- PART 41st
- TYPE Other
- NET near Hill-Murray School 403(b) Plan
- BOOK ind #8958
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 Florida →
Family Resources 403(b) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $98K |
| Employer EIN | 237146873 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING 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
- $4M 17.14368015383632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $3M |
| 2023 | 1 | 89 | $3M |
| 2024 | 1 | 91 | $4M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Family Resources 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Hill-Murray School 403(b) Plan in MN ($3M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Hill-Murray School 403(b) Plan (MN) $3M · 125
- Appletree Early Learning 403(b) Plan (DC) $3M · 136
- Solvista Health 403(b) Plan (CO) $3M · 178
- Cannonball Musical Instrruments 401(k) Plan (UT) $3M · 20
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Educare of Washington, DC 403(b) Plan (DC) 107 · 0 off
- Seventy-Five State Street Tax Sheltered Annuity Plan (ME) 107 · 0 off
- Marthas Table Inc. 403b Plan (DC) 107 · 0 off
- Accesslex Institute 403(b) Plan (PA) 107 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.