401(k) · DOL Form 5500 · 2023

Family Service Association 401(k) Plan

Data updated 2026-08-25

$870K
Total assets Small plan by assets
227
Participants Below avg headcount
22nd
Percentile by assets National rank
$3,831
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Family Service Association · Sponsored by Family Service Association · California · Healthcare & Social Assistance

$870K in assets, 227 participants

Family Service Association's 403(b) Thrift Plan for Employees of Family Service Association reported $870K in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,202 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

403(b) Thrift Plan for Employees of Family Service Association covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $870K.

#3,202
in Healthcare & Social Assistance (17,684 peers)
+11.5%
assets growth YoY

403(b) Thrift Plan for Employees of Family Service Association among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Family Service Association vs every filed plan by assets

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

$869,571 22nd percentile higher than 22% 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 for Employees of Family Service Association 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. 403(b) Thrift Plan for Employees of Family Service Association sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Family Service Association reported net income rose from -$30K in the plan year 2022 filing to $89K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Family Service Association reported participants rose from 144 in the plan year 2022 filing to 227 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Family Service Association end-of-year assets rose from $793K in the plan year 2022 filing to $870K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951803694 · Family Service Association PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Family Service Association · $870K · 227 · 22nd

  • IND $870K
  • EOY 227
  • 5500 22nd
  • ASSETS 401(k)
  • PCT near The Morris Investment 401(k) Profit Sharing Plan
  • EIN ind #3202

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 California →

403(b) Thrift Plan for Employees of Family Service Association in the asset neighbourhood

403(b) Thrift Plan for Employees of Family Service Association403(b) Thrift Plan for Emplo…$870KThe Morris Investment 401(k) Profit Sharing PlanThe Morris Investment 401(k)…$870KKutsikovich Companies 401(k) Profit Sharing PlanKutsikovich Companies 401(k)…$869KBenefit Planning Services, Inc. 401(k) PlanBenefit Planning Services, I…$870KEmc2 Holdings, Inc. 401(k) PlanEmc2 Holdings, Inc. 401(k) P…$869K
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Family Service Association and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$780K
Net Assets (End of Year)$870K
Net Income$89K
Employer EIN951803694
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Service Association)

Sponsor-wide plan assets over time

All Family Service Association plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.85622237773701% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.79M $1.15M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 144 $793K
2023 1 227 $870K
2024 1 229 $1M

Nearby 401(k) Plans in California

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

403(b) Thrift Plan for Employees of Family Service Association vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Family Service Association, Total assets ($B): 0.000869571 · Participants: 227403(b) Thrift Plan for Employees of Family Service AssociationWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
403(b) Thrift Plan for Employees of Family Service Association vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Family Service Association side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Family Service Association's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Morris Investment 401(k) Profit Sharing Plan in OH ($870K); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 for Employees of Family Service Association assets move in 2023? ▼
403(b) Thrift Plan for Employees of Family Service Association grew at a solid clip - up 11.5% during 2023, from $780K to $870K. Reported net income was $89K.
How have Family Service Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Service Association's sponsor-wide assets grew 44.9%, from $793K to $1M.
Where does 403(b) Thrift Plan for Employees of Family Service Association rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Family Service Association ranks in the 22nd 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 403(b) Thrift Plan for Employees of Family Service Association? ▼
Among 401(k) plans in other states, the closest by assets is The Morris Investment 401(k) Profit Sharing Plan in OH ($870K, 6 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Family Service Association? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 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 951803694.

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.