401(k) · DOL Form 5500 · 2022

Family Service Assn. of Greate 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
288
Participants Below avg headcount
69th
Percentile by assets National rank
$42,405
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. · Sponsored by Family Service Assn. of Greate · Massachusetts · Healthcare & Social Assistance

$12M in assets, 288 participants

Family Service Assn. of Greate's 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. reported $12M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,816 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. covers 288 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#14,816
in Healthcare & Social Assistance (20,060 peers)
-14.6%
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 for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.'s outsized position by total assets

403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. vs every filed plan by assets

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

$12,212,509 Top 31% higher than 69% 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 Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. 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 Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. sits mid-pack in the medium band (288 participants).

Form 5500 schedule snapshot

Filing strip 042104058 · Family Service Assn. of Greate PY 2022 · 401(k)

403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. · $12M · 288 · 69th

  • PCT $12M
  • PCT 288
  • PCT 69th
  • PCT 401(k)
  • PCT near Shari's Management 401(k) Retirement Plan
  • PCT ind #14816

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 Massachusetts →

403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. in the asset neighbourhood

403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.403(b) Thrift Plan for Emplo…$12MShari's Management 401(k) Retirement PlanShari's Management 401(k) Re…$12MCsa Group Retirement Savings PlanCsa Group Retirement Savings…$12MFiondella, Milone & Lasaracina 401(k) PlanFiondella, Milone & Lasaraci…$12MMcnaughton & Gunn, Inc. 401(k) PlanMcnaughton & Gunn, Inc. 401(…$12M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN042104058
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Service Assn. of Greate)

Sponsor-wide plan assets over time

All Family Service Assn. of Greate plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.202137169356437% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.2M $14.9M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 288 $12M
2023 1 366 $14M
2024 1 393 $15M

Nearby 401(k) Plans in Massachusetts

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

403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn., Total assets ($B): 0.012212509 · Participants: 288403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. vs. nearby 401(k) plans in Massachusetts, assets vs. participants

403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shari's Management 401(k) Retirement Plan in OR ($12M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. assets move in 2022?
403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. pulled back noticeably - down 14.6% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Family Service Assn. of Greate plan assets changed over time?
Across 3 plan years on file (2022-2024), Family Service Assn. of Greate's sponsor-wide assets grew 22.2%, from $12M to $15M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.?
Among 401(k) plans in other states, the closest by assets is Shari's Management 401(k) Retirement Plan in OR ($12M, 2,450 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.?
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 participants, N/A in assets).