Other · DOL Form 5500 · 2023
Counseling and Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $40,113
- Avg per participant Low balance/head
Official DOL plan name: Employee Benefit Plan of Counseling and Family Services, Inc. · Sponsored by Counseling and Family Services, Inc. · Illinois · Healthcare & Social Assistance
$3M in assets, 69 participants
Counseling and Family Services, Inc.'s Employee Benefit Plan of Counseling and Family Services, Inc. reported $3M in total assets and 69 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.
- #6,194 in Healthcare & Social Assistance (17,684 peers)
Counseling and Family Services, Inc. multi-year trail
Counseling and Family Services, Inc.'s plans moved +46.5% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Counseling and Family Services, Inc. at $3M / 69 participants.
- #6,194
- in Healthcare & Social Assistance (17,684 peers)
- +24.5%
- assets growth YoY
Employee Benefit Plan of Counseling and Family Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Employee Benefit Plan of Counseling and Family Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,767,767 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
Employee Benefit Plan of Counseling and Family Services, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Counseling and Family Services, Inc. is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee Benefit Plan of Counseling and Family Services, Inc. reported net income rose from $6K in the plan year 2022 filing to $544K in the plan year 2023 filing.
- Employee Benefit Plan of Counseling and Family Services, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Employee Benefit Plan of Counseling and Family Services, Inc. reported participants rose from 57 in the plan year 2022 filing to 69 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 370661193 · Counseling and Family Services, Inc. PY 2023 · Other
Employee Benefit Plan of Counseling and Family Services, Inc. · $3M · 69 · 35th
- NET $3M
- NET 69
- NET 35th
- NET Other
- NET near Lutheran Memorial Home 403(b) Retirement Savings Plan
- NET ind #6194
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 Illinois →
Employee Benefit Plan of Counseling and Family Services, Inc. in the asset neighbourhood
Counseling and Family Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Counseling and Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 46.452779967877866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $2M |
| 2023 | 1 | 69 | $3M |
| 2024 | 1 | 79 | $3M |
Counseling and Family Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $544K |
| Employer EIN | 370661193 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Employee Benefit Plan of Counseling and Family Services, Inc.'s out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Lutheran Memorial Home 403(b) Retirement Savings Plan in MN ($3M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
- Urban Corps of San Diego County 403(b) Plan (CA) 69 · 0 off
- The Geological Society of America Retirement Plan (CO) 69 · 0 off
- Fraunhofer USA 403(b) Plan (MI) 69 · 0 off
- Westside School 403(b) DC Plan (WA) 69 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.