401(k) · DOL Form 5500 · 2023

Family Tree Service, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
135
Participants Small participant base
81st
Percentile by assets National rank
$261,809
Avg per participant Above avg balance/head
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Official DOL plan name: Family Tree Service, Inc. Retirement Savings Plan · Sponsored by Family Tree Service, Inc. · California · Administrative & Support Services

$35M in assets, 135 participants

Family Tree Service, Inc.'s Family Tree Service, Inc. Retirement Savings Plan reported $35M in total assets and 135 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.

  • #3,963 in Administrative & Support Services (4,372 peers)

Coverage in California

Family Tree Service, Inc. Retirement Savings Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $35M.

#3,963
in Administrative & Support Services (4,372 peers)
+24.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Family Tree Service, Inc. Retirement Savings Plan's outsized position by total assets

Family Tree Service, Inc. Retirement Savings Plan vs every filed plan by assets

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

$35,344,256 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 Tree Service, Inc. Retirement Savings 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 Tree Service, Inc. Retirement Savings Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Tree Service, Inc. Retirement Savings Plan reported net income fell from $23M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Family Tree Service, Inc. Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Family Tree Service, Inc. Retirement Savings Plan reported participants fell from 140 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 412075122 · Family Tree Service, Inc. PY 2023 · 401(k)

Family Tree Service, Inc. Retirement Savings Plan · $35M · 135 · 81st

  • RANK $35M
  • PHOTO 135
  • IND 81st
  • EOY 401(k)
  • 5500 near Fye 401(k) Savings Plan
  • ASSETS ind #3963

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 Administrative & Support Services retirement plans → · Plans in California →

Family Tree Service, Inc. Retirement Savings Plan in the asset neighbourhood

Fairfield County Healthcare Associates, P.C. 401(k) Profit Sharing PlanFairfield County Healthcare …$35MVitalsource Technologies LLC 401(k) PlanVitalsource Technologies LLC…$35MFamily Tree Service, Inc. Retirement Savings PlanFamily Tree Service, Inc. Re…$35MFye 401(k) Savings Plan$35MSimplex Investments, LLC 401(k) PlanSimplex Investments, LLC 401…$35M
End-of-year total assets ($M) among Family Tree Service, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN412075122
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Tree Service, Inc.)

Sponsor-wide plan assets over time

All Family Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 64.80497461224596% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.3M $46.6M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 140 $28M
2023 1 135 $35M
2024 1 137 $47M

Nearby 401(k) Plans in California

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

Family Tree Service, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Family Tree Service, Inc. Retirement Savings Plan, Total assets ($B): 0.035344256 · Participants: 135Family Tree Service, Inc. Retirement Savings 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
Family Tree Service, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Family Tree Service, Inc. Retirement Savings Plan side-by-side with 3 peers →

Family Tree Service, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fye 401(k) Savings Plan in NY ($35M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Tree Service, Inc. Retirement Savings Plan assets move in 2023? ▼
Family Tree Service, Inc. Retirement Savings Plan grew sharply - up 24.9% during 2023, from $28M to $35M. Reported net income was $7M.
How have Family Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Tree Service, Inc.'s sponsor-wide assets grew 64.8%, from $28M to $47M.
Where does Family Tree Service, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Family Tree Service, Inc. Retirement Savings 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 Tree Service, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fye 401(k) Savings Plan in NY ($35M, 2,753 participants).
Which 401(k) plans cover a similar participant headcount to Family Tree Service, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 412075122.

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.