401(k) · DOL Form 5500 · 2023

Successful Families Iowa, Inc. 401(k) Plan

Data updated 2026-08-25

$9K
Total assets Small plan by assets: 4
Participants Small participant base: 1st
Percentile by assets National rank: $2,230
Avg per participant Low balance/head

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Official DOL plan name: Successful Families Iowa, Inc. 401(k) Profit Sharing Plan · Sponsored by Successful Families Iowa, Inc. · Iowa · Healthcare & Social Assistance

$9K in assets, 4 participants

Successful Families Iowa, Inc.'s Successful Families Iowa, Inc. 401(k) Profit Sharing Plan reported $9K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

#177 in Healthcare & Social Assistance (17,684 peers)

Successful Families Iowa, Inc. multi-year trail

Successful Families Iowa, Inc.'s plans moved -89.1% in assets from 2022 to 2024; this filing shows Successful Families Iowa, Inc. 401(k) Profit Sharing Plan at $9K / 4 participants.

#177
in Healthcare & Social Assistance (17,684 peers): -82.7%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,918 1st percentile higher than 1% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Successful Families Iowa, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan reported net income fell from $10K in the plan year 2022 filing to -$43K in the plan year 2023 filing.
Successful Families Iowa, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $52K in the plan year 2022 filing to $9K in the plan year 2023 filing.
Successful Families Iowa, Inc. 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814964047 · Successful Families Iowa, Inc. PY 2023 · 401(k)

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan · $9K · 4 · 1st

EOY $9K
EOY 4
EOY 1st
EOY 401(k)
EOY near Dundees Coffee Corp 401(k) Plan
EOY ind #177

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 Iowa →

End-of-year total assets ($M) among Successful Families Iowa, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Successful Families Iowa, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $6K 89.09528056772793% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$52K
2023	1	4	$9K
2024	1	2	$6K

Successful Families Iowa, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$52K
Net Assets (End of Year)	$9K
Net Income	-$43K
Employer EIN	814964047
Plan Effective Date	2017-01-12
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Successful Families Iowa, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Dundees Coffee Corp 401(k) Plan in MO ($9K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9K here).

Dundees Coffee Corp 401(k) Plan (MO) $9K · 1
Hexagon Development Company, Inc. Retirement Plan (CT) $9K · 1
E Squared Ventures Co. 401(k) Plan (OH) $9K · N/A
But Simple Inc 401(k) Profit Sharing Plan & Trust (CA) $9K · 1

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Successful Families Iowa, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan contracted severely - down 82.7% during 2023, from $52K to $9K. Reported net income was -$43K.

How have Successful Families Iowa, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Successful Families Iowa, Inc.'s sponsor-wide assets declined 89.1%, from $52K to $6K.

Where does Successful Families Iowa, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Successful Families Iowa, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dundees Coffee Corp 401(k) Plan in MO ($9K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Successful Families Iowa, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814964047.