Other · DOL Form 5500 · 2023
The Family Partnership Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $44,621
- Avg per participant Low balance/head
Official DOL plan name: The Family Partnership 403(b) Retirement Savings Plan · Sponsored by The Family Partnership · Minnesota · Healthcare & Social Assistance
$4M in assets, 93 participants
The Family Partnership's The Family Partnership 403(b) Retirement Savings Plan reported $4M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,753 in Healthcare & Social Assistance (17,684 peers)
The Family Partnership multi-year trail
The Family Partnership's plans moved +29.8% in assets from 2022 to 2024; this filing shows The Family Partnership 403(b) Retirement Savings Plan at $4M / 93 participants.
- #7,753
- in Healthcare & Social Assistance (17,684 peers)
- +23.4%
- assets growth YoY
The Family Partnership 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Family Partnership 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,149,758 41st percentile higher than 41% 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
The Family Partnership 403(b) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Family Partnership 403(b) Retirement Savings Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Family Partnership 403(b) Retirement Savings Plan reported net income rose from -$803K in the plan year 2022 filing to $787K in the plan year 2023 filing.
- The Family Partnership 403(b) Retirement Savings Plan reported participants rose from 76 in the plan year 2022 filing to 93 in the plan year 2023 filing.
- The Family Partnership 403(b) Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410693858 · The Family Partnership PY 2023 · Other
The Family Partnership 403(b) Retirement Savings Plan · $4M · 93 · 41st
- ASSETS $4M
- PCT 93
- EIN 41st
- RANK Other
- PHOTO near Marthas Table Inc. 403b Plan
- IND ind #7753
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 Minnesota →
The Family Partnership 403(b) Retirement Savings Plan in the asset neighbourhood
The Family Partnership multi-year asset trail
Sponsor-wide plan assets over time
All The Family Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.809920516213545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $3M |
| 2023 | 1 | 93 | $4M |
| 2024 | 1 | 117 | $4M |
The Family Partnership filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $787K |
| Employer EIN | 410693858 |
| Plan Effective Date | 2021-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
The Family Partnership 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Marthas Table Inc. 403b Plan in DC ($4M); by covered participants it is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.