401(k) · DOL Form 5500 · 2022

Family Tree Service, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
140
Participants Small participant base
82nd
Percentile by assets National rank
$202,104
Avg per participant Above avg balance/head
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Official DOL plan name: Family Tree Service, Inc. Retirement Savings Plan · Sponsored by Family Tree Service, Inc. · California · Administrative & Support Services

$28M in assets, 140 participants

Family Tree Service, Inc.'s Family Tree Service, Inc. Retirement Savings Plan reported $28M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,518 in Administrative & Support Services (4,927 peers)

Coverage in California

Family Tree Service, Inc. Retirement Savings Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $28M.

#4,518
in Administrative & Support Services (4,927 peers)
+396.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Family Tree Service, Inc. Retirement Savings Plan's outsized position by total assets

Family Tree Service, Inc. Retirement Savings Plan vs every filed plan by assets

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

$28,294,547 Top 18% higher than 82% 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

Family Tree Service, Inc. Retirement Savings 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 Tree Service, Inc. Retirement Savings Plan sits mid-pack in the medium band (140 participants).

Published 5500 schedule card

Filing strip 412075122 · Family Tree Service, Inc. PY 2022 · 401(k)

Family Tree Service, Inc. Retirement Savings Plan · $28M · 140 · 82nd

  • BOY $28M
  • BOY 140
  • BOY 82nd
  • BOY 401(k)
  • BOY near Truwest 401(k) Retirement Plan
  • BOY ind #4518

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 Administrative & Support Services retirement plans → · Plans in California →

Family Tree Service, Inc. Retirement Savings Plan in the asset neighbourhood

Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling 401(k) Plan and TrustPacific Hide & Fur Depot D/B…$28MElectro-Matic Ventures, Inc., Profit Sharing & 401(k) PlanElectro-Matic Ventures, Inc.…$28MFamily Tree Service, Inc. Retirement Savings PlanFamily Tree Service, Inc. Re…$28MTruwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$28MCape Cod Lumber Co., Inc. 401(k) PlanCape Cod Lumber Co., Inc. 40…$28M
End-of-year total assets ($M) among Family Tree Service, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$28M
Net Income$23M
Employer EIN412075122
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Tree Service, Inc.)

Sponsor-wide plan assets over time

All Family Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 64.80497461224596% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.3M $46.6M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 140 $28M
2023 1 135 $35M
2024 1 137 $47M

Nearby 401(k) Plans in California

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

Family Tree Service, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Family Tree Service, Inc. Retirement Savings Plan, Total assets ($B): 0.028294547 · Participants: 140Family Tree Service, Inc. Retirement Savings PlanWells 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
Family Tree Service, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Family Tree Service, Inc. Retirement Savings Plan side-by-side with 3 peers →

Family Tree Service, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Truwest 401(k) Retirement Plan in AZ ($28M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Family Tree Service, Inc. Retirement Savings Plan assets move in 2022? ▼
Family Tree Service, Inc. Retirement Savings Plan surged - up 396.3% during 2022, from $6M to $28M. Reported net income was $23M.
How have Family Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Tree Service, Inc.'s sponsor-wide assets grew 64.8%, from $28M to $47M.
Where does Family Tree Service, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Family Tree Service, Inc. Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Family Tree Service, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truwest 401(k) Retirement Plan in AZ ($28M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Family Tree Service, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K 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 412075122.

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.