401(k) · DOL Form 5500 · 2023

Family Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 161
Participants Small participant base: 35th
Percentile by assets National rank: $17,538
Avg per participant Low balance/head

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Official DOL plan name: Family Resources, Inc. 401(k) Plan · Sponsored by Family Resources, Inc. · Iowa · Healthcare & Social Assistance

$3M in assets, 161 participants

Family Resources, Inc.'s Family Resources, Inc. 401(k) Plan reported $3M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#6,270 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Family Resources, Inc. 401(k) Plan covers 161 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $3M.

#6,270
in Healthcare & Social Assistance (17,684 peers): +20.6%
assets growth YoY

Family Resources, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family Resources, Inc. 401(k) Plan vs every filed plan by assets

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

$2,823,623 35th percentile higher than 35% 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 Resources, Inc. 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 Resources, Inc. 401(k) Plan sits mid-pack in the medium band (161 participants).

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%)

Family Resources, Inc. 401(k) Plan reported net income rose from -$146K in the plan year 2022 filing to $471K in the plan year 2023 filing.
Family Resources, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420698225 · Family Resources, Inc. PY 2023 · 401(k)

Family Resources, Inc. 401(k) Plan · $3M · 161 · 35th

5500 $3M
ASSETS 161
PCT 35th
EIN 401(k)
RANK near Franchise Management 401(k) Plan
PHOTO ind #6270

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 Family Resources, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$471K
Employer EIN	420698225
Plan Effective Date	2021-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Family Resources, Inc.)

Latest sponsor-wide plan assets: $3M 18.45514837395163% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	162	$2M
2023	1	161	$3M
2024	1	147	$3M

Nearby 401(k) Plans in Iowa

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

Family Resources, Inc. 401(k) 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 Family Resources, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Franchise Management 401(k) Plan in KY ($3M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Franchise Management 401(k) Plan (KY) $3M · 536
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. (NY) $3M · 150
Synergy Services Inc. 401(k) Plan (MO) $3M · 217
Frank Hajek & Associates Retirement Plan Trust (MD) $3M · 7

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

Kansas Crossing Casino, Lc 401(k) Plan (KS) 161 · 0 off
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan (PA) 161 · 0 off
Burke Beverage, Inc. 401(k) Plan (IL) 161 · 0 off
Arrow Gear Incentive Savings Plan (NY) 161 · 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 Family Resources, Inc. 401(k) Plan assets move in 2023? ▼

Family Resources, Inc. 401(k) Plan grew sharply - up 20.6% during 2023, from $2M to $3M. Reported net income was $471K.

How have Family Resources, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Family Resources, Inc.'s sponsor-wide assets grew 18.5%, from $2M to $3M.

Which 401(k) plans are similar in size to Family Resources, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Franchise Management 401(k) Plan in KY ($3M, 536 participants).

Which 401(k) plans cover a similar participant headcount to Family Resources, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 420698225.