Other · DOL Form 5500 · 2023

Family Service Rochester, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
98
Participants Small participant base
53rd
Percentile by assets National rank
$78,793
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Family Service Rochester, Inc. · Sponsored by Family Service Rochester, Inc. · Minnesota · Healthcare & Social Assistance

$8M in assets, 98 participants

Family Service Rochester, Inc.'s 403(b) Thrift Plan of Family Service Rochester, Inc. reported $8M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,346 in Healthcare & Social Assistance (17,684 peers)

Family Service Rochester, Inc. multi-year trail

Family Service Rochester, Inc.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Family Service Rochester, Inc. at $8M / 98 participants.

#10,346
in Healthcare & Social Assistance (17,684 peers)
+13.6%
assets growth YoY

403(b) Thrift Plan of Family Service Rochester, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Family Service Rochester, Inc. vs every filed plan by assets

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

$7,721,745 Top 47% higher than 53% of 127,068 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 2023

403(b) Thrift Plan of Family Service Rochester, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Family Service Rochester, Inc. is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Family Service Rochester, Inc. reported net income rose from -$541K in the plan year 2022 filing to $927K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Family Service Rochester, Inc. reported participants rose from 73 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Family Service Rochester, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410883453 · Family Service Rochester, Inc. PY 2023 · Other

403(b) Thrift Plan of Family Service Rochester, Inc. · $8M · 98 · 53rd

  • BOY $8M
  • SCH 98
  • EBSA 53rd
  • PART Other
  • TYPE near Antioch University Defined Contribution Retirement Plan and Tda for Staff Employees
  • NET ind #10346

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 Minnesota →

403(b) Thrift Plan of Family Service Rochester, Inc. in the asset neighbourhood

403(b) Thrift Plan of Family Service Rochester, Inc.403(b) Thrift Plan of Family…$8MAntioch University Defined Contribution Retirement Plan and Tda for Staff EmployeesAntioch University Defined C…$8MRetirement Plan for Hourly Employees of Faculty- Student Association of State University of New York at Buffalo, Inc.Retirement Plan for Hourly E…$8MWestminster Manor 403(b) Plan$8MThe Forest at Duke 403(b) PlanThe Forest at Duke 403(b) Pl…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan of Family Service Rochester, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Family Service Rochester, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$9M 29.906282799254292% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.8M $8.83M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 73 $7M
2023 1 98 $8M
2024 1 111 $9M

Family Service Rochester, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$927K
Employer EIN410883453
Plan Effective Date2004-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Family Service Rochester, Inc. vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Family Service Rochester, Inc., Total assets ($B): 0.007721745 · Participants: 98403(b) Thrift Plan of Family Service Rochester, Inc.Mayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
403(b) Thrift Plan of Family Service Rochester, Inc. vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan of Family Service Rochester, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Family Service Rochester, Inc.'s out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Antioch University Defined Contribution Retirement Plan and Tda for Staff Employees in OH ($8M); by covered participants it is The Bay School of San Francisco DC Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

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 403(b) Thrift Plan of Family Service Rochester, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Family Service Rochester, Inc. grew at a solid clip - up 13.6% during 2023, from $7M to $8M. Reported net income was $927K.
How have Family Service Rochester, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Service Rochester, Inc.'s sponsor-wide assets grew 29.9%, from $7M to $9M.
Which Other plans are similar in size to 403(b) Thrift Plan of Family Service Rochester, Inc.? ▼
Among Other plans in other states, the closest by assets is Antioch University Defined Contribution Retirement Plan and Tda for Staff Employees in OH ($8M, 181 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Family Service Rochester, Inc.? ▼
Among Other plans in other states, the closest by covered participants is The Bay School of San Francisco DC Retirement Plan in CA (98 participants, $20M 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 410883453.

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.