401(k) · DOL Form 5500 · 2023
Family Help and Wellness 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 885
- Participants Near avg headcount
- 31st
- Percentile by assets National rank
- $2,366
- Avg per participant Low balance/head
Official DOL plan name: Family Help and Wellness Family Help and Wellness 401(k) Plan · Sponsored by Family Help and Wellness · Oregon · Healthcare & Social Assistance
$2M in assets, 885 participants
Family Help and Wellness's Family Help and Wellness Family Help and Wellness 401(k) Plan reported $2M in total assets and 885 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,267 in Healthcare & Social Assistance (17,684 peers)
Family Help and Wellness multi-year trail
Family Help and Wellness's plans moved +78.1% in assets from 2022 to 2024; this filing shows Family Help and Wellness Family Help and Wellness 401(k) Plan at $2M / 885 participants.
- #5,267
- in Healthcare & Social Assistance (17,684 peers)
- +45.9%
- assets growth YoY
Family Help and Wellness Family Help and Wellness 401(k) Plan among the smaller filed plans by assets
Family Help and Wellness Family Help and Wellness 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,093,846 31st percentile higher than 31% 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
Family Help and Wellness Family Help and Wellness 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Help and Wellness Family Help and Wellness 401(k) Plan sits mid-pack in the medium band (885 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Help and Wellness Family Help and Wellness 401(k) Plan reported net income rose from $63K in the plan year 2022 filing to $702K in the plan year 2023 filing.
- Family Help and Wellness Family Help and Wellness 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Family Help and Wellness Family Help and Wellness 401(k) Plan reported participants fell from 903 in the plan year 2022 filing to 885 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 261843109 · Family Help and Wellness PY 2023 · 401(k)
Family Help and Wellness Family Help and Wellness 401(k) Plan · $2M · 885 · 31st
- EOY $2M
- 5500 885
- ASSETS 31st
- PCT 401(k)
- EIN near Sunshine Acres Retirement Plan
- RANK ind #5267
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 Oregon →
Family Help and Wellness Family Help and Wellness 401(k) Plan in the asset neighbourhood
Family Help and Wellness multi-year asset trail
Sponsor-wide plan assets over time
All Family Help and Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 78.10892637600676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 903 | $1M |
| 2023 | 1 | 885 | $2M |
| 2024 | 1 | 896 | $3M |
Family Help and Wellness filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $702K |
| Employer EIN | 261843109 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Family Help and Wellness Family Help and Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Sunshine Acres Retirement Plan in AZ ($2M); by covered participants it is Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in IN (885 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (885 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.