Other · DOL Form 5500 · 2023

Children and Families First Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
223
Participants Below avg headcount
51st
Percentile by assets National rank
$31,513
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Children and Families First 403(b) DC Plan · Sponsored by Children and Families First · North Carolina · Other Services

$7M in assets, 223 participants

Children and Families First's Children and Families First 403(b) DC Plan reported $7M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,584 in Other Services (7,857 peers)

Coverage in North Carolina

Children and Families First 403(b) DC Plan covers 223 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#5,584
in Other Services (7,857 peers)
+37.5%
assets growth YoY

Children and Families First 403(b) DC Plan's mid-pack asset rank among Other Services and all filers

Children and Families First 403(b) DC Plan vs every filed plan by assets

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

$7,027,392 Top 49% higher than 51% 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

Children and Families First 403(b) DC 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. Children and Families First 403(b) DC Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Children and Families First 403(b) DC Plan reported net income rose from -$489K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Children and Families First 403(b) DC 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 →

DOL schedule card

Filing strip 560863474 · Children and Families First PY 2023 · Other

Children and Families First 403(b) DC Plan · $7M · 223 · 51st

  • EOY $7M
  • EOY 223
  • EOY 51st
  • EOY Other
  • EOY near Boston Va Research Institute, Inc. 403(b) Plan
  • EOY ind #5584

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 Other Services retirement plans → · Plans in North Carolina →

Children and Families First 403(b) DC Plan in the asset neighbourhood

Children and Families First 403(b) DC PlanChildren and Families First …$7MBoston Va Research Institute, Inc. 403(b) PlanBoston Va Research Institute…$7MAmerican Health Foundation 403(b) Retirement Savings PlanAmerican Health Foundation 4…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7M
End-of-year total assets ($M) among Children and Families First 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN560863474
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children and Families First)

Sponsor-wide plan assets over time

All Children and Families First plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.302265356642977% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $11.3M $9.08M ▼ -19.4%
Year Plans Participants Total Assets
2022 2 598 $11M
2023 2 565 $7M
2024 1 325 $9M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Children and Families First 403(b) DC Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Children and Families First 403(b) DC Plan, Total assets ($B): 0.007027392 · Participants: 223Children and Families First 403(b) DC PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Children and Families First 403(b) DC Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Children and Families First 403(b) DC Plan side-by-side with 3 peers →

Children and Families First 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Boston Va Research Institute, Inc. 403(b) Plan in MA ($7M); by covered participants it is Wichita Collegiate School 403(b) DC Plan in KS (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Children and Families First 403(b) DC Plan assets move in 2023? ▼
Children and Families First 403(b) DC Plan surged - up 37.5% during 2023, from $5M to $7M. Reported net income was $2M.
How have Children and Families First plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Children and Families First's sponsor-wide assets declined 19.3%, from $11M to $9M.
Which Other plans are similar in size to Children and Families First 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Boston Va Research Institute, Inc. 403(b) Plan in MA ($7M, 59 participants).
Which Other plans cover a similar participant headcount to Children and Families First 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Wichita Collegiate School 403(b) DC Plan in KS (223 participants, $19M 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 560863474.

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.