401(k) · DOL Form 5500 · 2023

Children's Friend and Service 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
418
Participants Below avg headcount
70th
Percentile by assets National rank
$41,718
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Children's Friend and Service · Sponsored by Children's Friend and Service · Rhode Island · Healthcare & Social Assistance

$17M in assets, 418 participants

Children's Friend and Service's 403(b) Thrift Plan for Children's Friend and Service reported $17M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,225 in Healthcare & Social Assistance (17,684 peers)

Coverage in Rhode Island

403(b) Thrift Plan for Children's Friend and Service covers 418 participants in Rhode Island, about 29% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $17M.

#13,225
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY

403(b) Thrift Plan for Children's Friend and Service's outsized position by total assets

403(b) Thrift Plan for Children's Friend and Service vs every filed plan by assets

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

$17,438,231 Top 30% higher than 70% 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 Children's Friend and Service 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 Children's Friend and Service sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Children's Friend and Service reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Children's Friend and Service end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050258819 · Children's Friend and Service PY 2023 · 401(k)

403(b) Thrift Plan for Children's Friend and Service · $17M · 418 · 70th

  • ASSETS $17M
  • PCT 418
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Auxo Investment Partners, LLC 401(k) Retirement Plan
  • IND ind #13225

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 Rhode Island →

403(b) Thrift Plan for Children's Friend and Service in the asset neighbourhood

403(b) Thrift Plan for Children's Friend and Service403(b) Thrift Plan for Child…$17MAuxo Investment Partners, LLC 401(k) Retirement PlanAuxo Investment Partners, LL…$17MWomen's Specialists of New Mexico Ltd. Profit Sharing 401(k) PlanWomen's Specialists of New M…$17MCommercial - Curtis Profit Sharing Plan and TrustCommercial - Curtis Profit S…$17MArt Supply Enterprises, Inc. 401(k) Profit Sharing PlanArt Supply Enterprises, Inc.…$17M
End-of-year total assets ($M) among 403(b) Thrift Plan for Children's Friend and Service and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN050258819
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Friend and Service)

Sponsor-wide plan assets over time

All Children's Friend and Service plans reported in each filing year

Latest sponsor-wide plan assets
$20M 31.357141274992053% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $19.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 415 $15M
2023 1 418 $17M
2024 1 433 $20M

Nearby 401(k) Plans in Rhode Island

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

403(b) Thrift Plan for Children's Friend and Service vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants 403(b) Thrift Plan for Children's Friend and Service, Total assets ($B): 0.017438231 · Participants: 418403(b) Thrift Plan for Children's Friend and ServiceCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
403(b) Thrift Plan for Children's Friend and Service vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare 403(b) Thrift Plan for Children's Friend and Service side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Auxo Investment Partners, LLC 401(k) Retirement Plan in MI ($17M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Children's Friend and Service assets move in 2023? ▼
403(b) Thrift Plan for Children's Friend and Service grew at a solid clip - up 14.9% during 2023, from $15M to $17M. Reported net income was $2M.
How have Children's Friend and Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Children's Friend and Service's sponsor-wide assets grew 31.4%, from $15M to $20M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Children's Friend and Service? ▼
Among 401(k) plans in other states, the closest by assets is Auxo Investment Partners, LLC 401(k) Retirement Plan in MI ($17M, 119 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Children's Friend and Service? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 050258819.

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.