Other · DOL Form 5500 · 2023

FAMILYFORWARD Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
116
Participants Small participant base
49th
Percentile by assets National rank
$55,791
Avg per participant Low balance/head
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Official DOL plan name: Familyforward Custodial Pension Plan · Sponsored by FAMILYFORWARD · Missouri · Healthcare & Social Assistance

$6M in assets, 116 participants

FAMILYFORWARD's Familyforward Custodial Pension Plan reported $6M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,646 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Familyforward Custodial Pension Plan covers 116 participants in Missouri, about 16% of the average Missouri filer (state average ~737 per filing). Assets: $6M.

#9,646
in Healthcare & Social Assistance (17,684 peers)
+10.9%
assets growth YoY

Familyforward Custodial Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Familyforward Custodial Pension Plan vs every filed plan by assets

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

$6,471,781 49th percentile higher than 49% 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

Familyforward Custodial Pension 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. Familyforward Custodial Pension Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Familyforward Custodial Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $638K in the plan year 2023 filing.
  • Familyforward Custodial Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Familyforward Custodial Pension Plan reported participants fell from 129 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430652622 · FAMILYFORWARD PY 2023 · Other

Familyforward Custodial Pension Plan · $6M · 116 · 49th

  • VS-ST $6M
  • VS-ST 116
  • VS-ST 49th
  • VS-ST Other
  • VS-ST near White Mountain School DC Plan
  • VS-ST ind #9646

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 Missouri →

Familyforward Custodial Pension Plan in the asset neighbourhood

Familyforward Custodial Pension PlanFamilyforward Custodial Pens…$6MWhite Mountain School DC Plan$6MLifespan, Incorporated Retirement Savings PlanLifespan, Incorporated Retir…$6MCentennial Mental Health Center Inc Tax Sheltered Voluntary 403(b) PlanCentennial Mental Health Cen…$6MCentral Christian College 403(b) DC PlanCentral Christian College 40…$6M
End-of-year total assets ($M) among Familyforward Custodial Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$638K
Employer EIN430652622
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAMILYFORWARD)

Sponsor-wide plan assets over time

All FAMILYFORWARD plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.72838807873465% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.83M $7.39M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 129 $6M
2023 1 116 $6M
2024 1 123 $7M

Nearby Other Plans in Missouri

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

Familyforward Custodial Pension Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Familyforward Custodial Pension Plan, Total assets ($B): 0.006471781 · Participants: 116Familyforward Custodial Pension PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Familyforward Custodial Pension Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Familyforward Custodial Pension Plan side-by-side with 3 peers →

Familyforward Custodial Pension Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is White Mountain School DC Plan in NH ($6M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Familyforward Custodial Pension Plan assets move in 2023? ▼
Familyforward Custodial Pension Plan grew at a solid clip - up 10.9% during 2023, from $6M to $6M. Reported net income was $638K.
How have FAMILYFORWARD plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), FAMILYFORWARD's sponsor-wide assets grew 26.7%, from $6M to $7M.
Which Other plans are similar in size to Familyforward Custodial Pension Plan? ▼
Among Other plans in other states, the closest by assets is White Mountain School DC Plan in NH ($6M, 49 participants).
Which Other plans cover a similar participant headcount to Familyforward Custodial Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Educare of Washington, DC 403(b) Plan in DC (116 participants, $2M 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 430652622.

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.