401(k) · DOL Form 5500 · 2023

Family Residences & Essential 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,611
Participants Near avg headcount
88th
Percentile by assets National rank
$42,037
Avg per participant Low balance/head
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Official DOL plan name: Family Residences Retirement & 401(k) Savings Plan · Sponsored by Family Residences & Essential · New York · Healthcare & Social Assistance

$68M in assets, 1,611 participants

Family Residences & Essential's Family Residences Retirement & 401(k) Savings Plan reported $68M in total assets and 1,611 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,927 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Family Residences Retirement & 401(k) Savings Plan covers 1,611 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $68M.

#15,927
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Family Residences Retirement & 401(k) Savings Plan's outsized position by total assets

Family Residences Retirement & 401(k) Savings Plan vs every filed plan by assets

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

$67,722,083 Top 12% higher than 88% 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 Residences Retirement & 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Residences Retirement & 401(k) Savings Plan lands in the large band (1,611 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Residences Retirement & 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Family Residences Retirement & 401(k) Savings Plan end-of-year assets rose from $55M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Family Residences Retirement & 401(k) Savings Plan reported participants rose from 1,563 in the plan year 2022 filing to 1,611 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112420547 · Family Residences & Essential PY 2023 · 401(k)

Family Residences Retirement & 401(k) Savings Plan · $68M · 1,611 · 88th

  • PART $68M
  • PART 1,611
  • PART 88th
  • PART 401(k)
  • PART near Avondale Group 401(k) Plan
  • PART ind #15927

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 New York →

Family Residences Retirement & 401(k) Savings Plan in the asset neighbourhood

Paradigm Precision 401(k) Retirement PlanParadigm Precision 401(k) Re…$68MFamily Residences Retirement & 401(k) Savings PlanFamily Residences Retirement…$68MAvondale Group 401(k) Plan$68MOrthopedic Institute Profit Sharing and Retirement Savings PlanOrthopedic Institute Profit …$68MDyson, Inc. 401(k) Plan$68M
End-of-year total assets ($M) among Family Residences Retirement & 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$68M
Net Income$12M
Employer EIN112420547
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Residences & Essential)

Sponsor-wide plan assets over time

All Family Residences & Essential plans reported in each filing year

Latest sponsor-wide plan assets
$78M 41.10729455860705% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $55.3M $78.1M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 1,563 $55M
2023 1 1,611 $68M
2024 1 1,743 $78M

Nearby 401(k) Plans in New York

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

Family Residences Retirement & 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Family Residences Retirement & 401(k) Savings Plan, Total assets ($B): 0.067722083 · Participants: 1611Family Residences Retirement & 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Family Residences Retirement & 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Family Residences Retirement & 401(k) Savings Plan side-by-side with 3 peers →

Family Residences Retirement & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Avondale Group 401(k) Plan in TX ($68M); by covered participants it is Orthocarolina 401(k)and Profit Sharing Plan in NC (1,611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,611 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 Residences Retirement & 401(k) Savings Plan assets move in 2023? ▼
Family Residences Retirement & 401(k) Savings Plan grew sharply - up 22.4% during 2023, from $55M to $68M. Reported net income was $12M.
How have Family Residences & Essential plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Residences & Essential's sponsor-wide assets grew 41.1%, from $55M to $78M.
Where does Family Residences Retirement & 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Family Residences Retirement & 401(k) Savings Plan ranks in the 88th 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 Residences Retirement & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avondale Group 401(k) Plan in TX ($68M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Family Residences Retirement & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthocarolina 401(k)and Profit Sharing Plan in NC (1,611 participants, $330M 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 112420547.

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.