401(k) · DOL Form 5500 · 2023

Family Allergy Mso, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
457
Participants Below avg headcount
81st
Percentile by assets National rank
$75,363
Avg per participant Below avg balance/head
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Official DOL plan name: Family Allergy & Asthma Safe Harbor 401(k) Plan · Sponsored by Family Allergy Mso, LLC · Kentucky · Healthcare & Social Assistance

$34M in assets, 457 participants

Family Allergy Mso, LLC's Family Allergy & Asthma Safe Harbor 401(k) Plan reported $34M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,847 in Healthcare & Social Assistance (17,684 peers)

Where Family Allergy & Asthma Safe Harbor 401(k) Plan sits by assets

Family Allergy & Asthma Safe Harbor 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 457 participants (~$75,363/participant), up 25.5% in 2023.

#14,847
in Healthcare & Social Assistance (17,684 peers)
+25.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Family Allergy & Asthma Safe Harbor 401(k) Plan's outsized position by total assets

Family Allergy & Asthma Safe Harbor 401(k) Plan vs every filed plan by assets

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

$34,440,719 Top 19% higher than 81% 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

Family Allergy & Asthma Safe Harbor 401(k) Plan 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. Family Allergy & Asthma Safe Harbor 401(k) Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Allergy & Asthma Safe Harbor 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Family Allergy & Asthma Safe Harbor 401(k) Plan reported participants rose from 362 in the plan year 2022 filing to 457 in the plan year 2023 filing.
  • Family Allergy & Asthma Safe Harbor 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 824503357 · Family Allergy Mso, LLC PY 2023 · 401(k)

Family Allergy & Asthma Safe Harbor 401(k) Plan · $34M · 457 · 81st

  • PCT $34M
  • EIN 457
  • RANK 81st
  • PHOTO 401(k)
  • IND near Consensus Retirement Plan
  • EOY ind #14847

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 Kentucky →

Family Allergy & Asthma Safe Harbor 401(k) Plan in the asset neighbourhood

Family Allergy & Asthma Safe Harbor 401(k) PlanFamily Allergy & Asthma Safe…$34MConsensus Retirement Plan$34MMypath 401(k) Retirement Plan$34MT-Solutions 401(k) Retirement Savings PlanT-Solutions 401(k) Retiremen…$34MLuna 401(k) Plan$34M
End-of-year total assets ($M) among Family Allergy & Asthma Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN824503357
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Allergy Mso, LLC)

Sponsor-wide plan assets over time

All Family Allergy Mso, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 35.76022133917315% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $37.2M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 362 $27M
2023 1 457 $34M
2024 1 459 $37M

Nearby 401(k) Plans in Kentucky

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

Family Allergy & Asthma Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Family Allergy & Asthma Safe Harbor 401(k) Plan, Total assets ($B): 0.034440719 · Participants: 457Family Allergy & Asthma Safe Harbor 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Family Allergy & Asthma Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Family Allergy & Asthma Safe Harbor 401(k) Plan side-by-side with 3 peers →

Family Allergy & Asthma Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Consensus Retirement Plan in CA ($34M); by covered participants it is Tol 401(k) Retirement Plan in TX (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Family Allergy & Asthma Safe Harbor 401(k) Plan assets move in 2023? ▼
Family Allergy & Asthma Safe Harbor 401(k) Plan grew sharply - up 25.5% during 2023, from $27M to $34M. Reported net income was $7M.
How have Family Allergy Mso, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Allergy Mso, LLC's sponsor-wide assets grew 35.8%, from $27M to $37M.
Where does Family Allergy & Asthma Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Family Allergy & Asthma Safe Harbor 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Family Allergy & Asthma Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consensus Retirement Plan in CA ($34M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Family Allergy & Asthma Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tol 401(k) Retirement Plan in TX (457 participants, $4M 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 824503357.

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.