401(k) · DOL Form 5500 · 2022

Family Service Agency 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
214
Participants Below avg headcount
46th
Percentile by assets National rank
$18,394
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Family Service Agency of Santa Barbara · Sponsored by Family Service Agency · California · Healthcare & Social Assistance

$4M in assets, 214 participants

Family Service Agency's 403(b) Thrift Plan of Family Service Agency of Santa Barbara reported $4M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,156 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

403(b) Thrift Plan of Family Service Agency of Santa Barbara covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $4M.

#10,156
in Healthcare & Social Assistance (20,060 peers)
+20.7%
assets growth YoY

403(b) Thrift Plan of Family Service Agency of Santa Barbara's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Family Service Agency of Santa Barbara vs every filed plan by assets

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

$3,936,286 46th percentile higher than 46% 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 of Family Service Agency of Santa Barbara 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 of Family Service Agency of Santa Barbara sits mid-pack in the medium band (214 participants).

EBSA filing schedule strip

Filing strip 951644031 · Family Service Agency PY 2022 · 401(k)

403(b) Thrift Plan of Family Service Agency of Santa Barbara · $4M · 214 · 46th

  • NET $4M
  • NET 214
  • NET 46th
  • NET 401(k)
  • NET near Atlantic Distributors, Inc. 401(k) Plan
  • NET ind #10156

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 Family Service Agency of Santa Barbara in the asset neighbourhood

403(b) Thrift Plan of Family Service Agency of Santa Barbara403(b) Thrift Plan of Family…$4MAtlantic Distributors, Inc. 401(k) PlanAtlantic Distributors, Inc. …$4MSki Barn, Inc. 401(k) Profit Sharing PlanSki Barn, Inc. 401(k) Profit…$4MThe Plastic Surgery Group of Memphis, P.C. Profit Sharing PlanThe Plastic Surgery Group of…$4MRefuel 401(k) Plan$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Family Service Agency of Santa Barbara and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$675K
Employer EIN951644031
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Service Agency)

Sponsor-wide plan assets over time

All Family Service Agency plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.230286112340416% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.94M $5.83M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 214 $4M
2023 1 202 $5M
2024 1 274 $6M

Nearby 401(k) Plans in California

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

403(b) Thrift Plan of Family Service Agency of Santa Barbara vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan of Family Service Agency of Santa Barbara, Total assets ($B): 0.003936286 · Participants: 214403(b) Thrift Plan of Family Service Agency of Santa BarbaraWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
403(b) Thrift Plan of Family Service Agency of Santa Barbara vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Family Service Agency of Santa Barbara side-by-side with 3 peers →

403(b) Thrift Plan of Family Service Agency of Santa Barbara's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Atlantic Distributors, Inc. 401(k) Plan in NC ($4M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 of Family Service Agency of Santa Barbara assets move in 2022? ▼
403(b) Thrift Plan of Family Service Agency of Santa Barbara grew sharply - up 20.7% during 2022, from $3M to $4M. Reported net income was $675K.
How have Family Service Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Service Agency's sponsor-wide assets grew 48.2%, from $4M to $6M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Family Service Agency of Santa Barbara? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic Distributors, Inc. 401(k) Plan in NC ($4M, 33 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Family Service Agency of Santa Barbara? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (214 participants, $9M 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 951644031.

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.