Other · DOL Form 5500 · 2022
Families Forward Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $53,673
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Families Forward · Sponsored by Families Forward · California · Healthcare & Social Assistance
$4M in assets, 72 participants
Families Forward's 403(b) Thrift Plan of Families Forward reported $4M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #10,073 in Healthcare & Social Assistance (20,060 peers)
Families Forward multi-year trail
Families Forward's plans moved +32.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Families Forward at $4M / 72 participants.
- #10,073
- in Healthcare & Social Assistance (20,060 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $272K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Families Forward's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Families Forward vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,864,438 45th percentile higher than 45% 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
403(b) Thrift Plan of Families Forward among smaller 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 Families Forward is a small filing (72 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 330086043 · Families Forward PY 2022 · Other
403(b) Thrift Plan of Families Forward · $4M · 72 · 45th
- PCT $4M
- EIN 72
- RANK 45th
- PHOTO Other
- IND near Corbett Preparatory School of Ids 403(b) Plan
- EOY ind #10073
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 California →
403(b) Thrift Plan of Families Forward in the asset neighbourhood
Families Forward multi-year asset trail
Sponsor-wide plan assets over time
All Families Forward plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 32.33383482928177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $4M |
| 2023 | 1 | 61 | $5M |
| 2024 | 1 | 50 | $5M |
Families Forward filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$272K |
| Employer EIN | 330086043 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
403(b) Thrift Plan of Families Forward's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Corbett Preparatory School of Ids 403(b) Plan in FL ($4M); by covered participants it is Gateway School Defined Contribution Retirement Plan in NY (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.