Other · DOL Form 5500 · 2023
Families Forward Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $76,310
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Families Forward · Sponsored by Families Forward · California · Healthcare & Social Assistance
$5M in assets, 61 participants
Families Forward's 403(b) Thrift Plan of Families Forward reported $5M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,222 in Healthcare & Social Assistance (17,684 peers)
Families Forward multi-year trail
Families Forward's plans moved +32.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Families Forward at $5M / 61 participants.
- #8,222
- in Healthcare & Social Assistance (17,684 peers)
- +20.5%
- assets growth YoY
403(b) Thrift Plan of Families Forward's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Families Forward vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,654,931 43rd percentile higher than 43% 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
403(b) Thrift Plan of Families Forward among smaller 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 of Families Forward is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Families Forward reported net income rose from -$272K in the plan year 2022 filing to $790K in the plan year 2023 filing.
- 403(b) Thrift Plan of Families Forward end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- 403(b) Thrift Plan of Families Forward reported participants fell from 72 in the plan year 2022 filing to 61 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 330086043 · Families Forward PY 2023 · Other
403(b) Thrift Plan of Families Forward · $5M · 61 · 43rd
- RANK $5M
- RANK 61
- RANK 43rd
- RANK Other
- RANK near New England Village, Inc. 403(b) Plan
- RANK ind #8222
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 of Families Forward in the asset neighbourhood
Families Forward multi-year asset trail
Sponsor-wide plan assets over time
All Families Forward plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 32.33383482928177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $4M |
| 2023 | 1 | 61 | $5M |
| 2024 | 1 | 50 | $5M |
Families Forward filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $790K |
| Employer EIN | 330086043 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
403(b) Thrift Plan of Families Forward's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is New England Village, Inc. 403(b) Plan in MA ($5M); by covered participants it is Dayspring Homes, Inc. 403(b) Plan in PA (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.
- Dayspring Homes, Inc. 403(b) Plan (PA) 61 · 0 off
- Knight Foundation Section 403(b) Plan (FL) 61 · 0 off
- Kaboom! Inc. 403(b) Retirement Plan (MD) 61 · 0 off
- Keiro Northwest 403(b) Plan (WA) 61 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.