401(k) · DOL Form 5500 · 2023
Family Service Assn. of Greate 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 366
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $38,318
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. · Sponsored by Family Service Assn. of Greate · Massachusetts · Healthcare & Social Assistance
$14M in assets, 366 participants
Family Service Assn. of Greate's 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. reported $14M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #12,543 in Healthcare & Social Assistance (17,684 peers)
Family Service Assn. of Greate multi-year trail
Family Service Assn. of Greate's plans moved +22.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. at $14M / 366 participants.
- #12,543
- in Healthcare & Social Assistance (17,684 peers)
- +14.8%
- assets growth YoY
403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,024,238 Top 34% higher than 66% 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 for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. 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 Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. sits mid-pack in the medium band (366 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. reported participants rose from 288 in the plan year 2022 filing to 366 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042104058 · Family Service Assn. of Greate PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. · $14M · 366 · 66th
- EOY $14M
- EOY 366
- EOY 66th
- EOY 401(k)
- EOY near Nbi, Inc. Profit Sharing and 401(k) Plan
- EOY ind #12543
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 Massachusetts →
403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. in the asset neighbourhood
Family Service Assn. of Greate multi-year asset trail
Sponsor-wide plan assets over time
All Family Service Assn. of Greate plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 22.202137169356437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $12M |
| 2023 | 1 | 366 | $14M |
| 2024 | 1 | 393 | $15M |
Family Service Assn. of Greate filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 042104058 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.'s out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Nbi, Inc. Profit Sharing and 401(k) Plan in WI ($14M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Nbi, Inc. Profit Sharing and 401(k) Plan (WI) $14M · 102
- Aahi 401(k) Retirement Plan (WA) $14M · 76
- Apartment List, Inc. 401(k) Plan (CA) $14M · 219
- Abraxas 403(b) Retirement Plan (PA) $14M · 871
Similar participant headcount
Nearest other-state filings by covered participants (366 participants); asset peers above are excluded.
- Rincon Consultants, Inc. 401(k) and Profit Sharing Plan (CA) 366 · 0 off
- Enterprise Solutions, Inc 401(k) Plan (IL) 366 · 0 off
- Spire 401(k) Plan (MN) 366 · 0 off
- Container Graphics Corporation Retirement and Savings Plan (NC) 366 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.