401(k) · DOL Form 5500 · 2023

Friends of Children with Special 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
N/A
Participants Small participant base
52nd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Friends of Children with Special Needs 401(k) Plan · Sponsored by Friends of Children with Special · California · Healthcare & Social Assistance

$7M in assets, N/A participants

Friends of Children with Special's Friends of Children with Special Needs 401(k) Plan reported $7M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,071 in Healthcare & Social Assistance (17,684 peers)

Friends of Children with Special multi-year trail

Friends of Children with Special's plans moved +77.6% in assets from 2022 to 2024; this filing shows Friends of Children with Special Needs 401(k) Plan at $7M / N/A participants.

#10,071
in Healthcare & Social Assistance (17,684 peers)
+33.7%
assets growth YoY

Friends of Children with Special Needs 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Friends of Children with Special Needs 401(k) Plan vs every filed plan by assets

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

$7,196,106 Top 48% higher than 52% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Friends of Children with Special Needs 401(k) Plan reported net income rose from $156K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Friends of Children with Special Needs 401(k) Plan reported participants fell from 91 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Friends of Children with Special Needs 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770446853 · Friends of Children with Special PY 2023 · 401(k)

Friends of Children with Special Needs 401(k) Plan · $7M · N/A · 52nd

  • IND $7M
  • IND N/A
  • IND 52nd
  • IND 401(k)
  • IND near Eastward Capital Partners, LLC 401(k) Plan
  • IND ind #10071

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 →

Friends of Children with Special Needs 401(k) Plan in the asset neighbourhood

Friends of Children with Special Needs 401(k) PlanFriends of Children with Spe…$7MEastward Capital Partners, LLC 401(k) PlanEastward Capital Partners, L…$7MWare2go 401(k) Plan$7MCapital Southwest Corporation Employee Savings PlanCapital Southwest Corporatio…$7MC&s Acquisitions, Inc. 401(k) PlanC&s Acquisitions, Inc. 401(k…$7M
End-of-year total assets ($M) among Friends of Children with Special Needs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Friends of Children with Special multi-year asset trail

Sponsor-wide plan assets over time

All Friends of Children with Special plans reported in each filing year

Latest sponsor-wide plan assets
$10M 77.5615827800099% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.38M $9.56M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 91 $5M
2023 1 N/A $7M
2024 1 146 $10M

Friends of Children with Special filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN770446853
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Friends of Children with Special Needs 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Friends of Children with Special Needs 401(k) Plan, Total assets ($B): 0.007196106 · Participants: 0Friends of Children with Special Needs 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Friends of Children with Special Needs 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Friends of Children with Special Needs 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Eastward Capital Partners, LLC 401(k) Plan in MA at $7M (this filing: $7M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

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 Friends of Children with Special Needs 401(k) Plan assets move in 2023?
Friends of Children with Special Needs 401(k) Plan surged - up 33.7% during 2023, from $5M to $7M. Reported net income was $2M.
How have Friends of Children with Special plan assets changed over time?
Across 3 plan years on file (2022-2024), Friends of Children with Special's sponsor-wide assets grew 77.6%, from $5M to $10M.
Which 401(k) plans are similar in size to Friends of Children with Special Needs 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Eastward Capital Partners, LLC 401(k) Plan in MA ($7M, 11 participants).