401(k) · DOL Form 5500 · 2023
Family Resource & Referral Cen 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $73,680
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin · Sponsored by Family Resource & Referral Cen · California · Healthcare & Social Assistance
$11M in assets, 152 participants
Family Resource & Referral Cen's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin reported $11M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #11,760 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $11M.
- #11,760
- in Healthcare & Social Assistance (17,684 peers)
- +19.6%
- assets growth YoY
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin's mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,199,332 Top 39% higher than 61% 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin reported participants rose from 141 in the plan year 2022 filing to 152 in the plan year 2023 filing.
DOL schedule card
Filing strip 941691503 · Family Resource & Referral Cen PY 2023 · 401(k)
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin · $11M · 152 · 61st
- SCH $11M
- SCH 152
- SCH 61st
- SCH 401(k)
- SCH near Aod/Infotronics 401(k) Plan
- SCH ind #11760
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 →
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 941691503 |
| Plan Effective Date | 2000-09-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Resource & Referral Cen)
Sponsor-wide plan assets over time
All Family Resource & Referral Cen plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 38.757264613285244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $9M |
| 2023 | 1 | 152 | $11M |
| 2024 | 1 | 177 | $13M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Aod/Infotronics 401(k) Plan in MI ($11M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Aod/Infotronics 401(k) Plan (MI) $11M · 96
- Paytech, Inc. 401(k) Plan (CO) $11M · 153
- Webb Chemical Service Corporation 401(k) & Retirement Plan (MI) $11M · 118
- The Intersect Group, LLC 401(k) Profit Sharing Plan & Trust (GA) $11M · 1,003
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Rapid Financial Services, LLC 401(k) Retirement Plan (MD) 152 · 0 off
- Unitex Union 401(k) Plan (NY) 152 · 0 off
- American Converters, Inc. Retirement Savings Plan (MN) 152 · 0 off
- Rockford Manufacturing Company Savings Plan (TN) 152 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.