Other · DOL Form 5500 · 2023
Family Services of Northeast Wisconsin, Incorporated Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $55,256
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat · Sponsored by Family Services of Northeast Wisconsin, Incorporated · Wisconsin · Healthcare & Social Assistance
$14M in assets, 250 participants
Family Services of Northeast Wisconsin, Incorporated's 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat reported $14M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,490 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat covers 250 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.
- #12,490
- in Healthcare & Social Assistance (17,684 peers)
- +4.1%
- assets growth YoY
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,813,961 Top 35% higher than 65% 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 of Family Services of Northeast Wisconsin, Incorporat 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 of Family Services of Northeast Wisconsin, Incorporat sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat reported net income rose from -$2M in the plan year 2022 filing to $547K in the plan year 2023 filing.
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat reported participants fell from 270 in the plan year 2022 filing to 250 in the plan year 2023 filing.
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390827320 · Family Services of Northeast Wisconsin, Incorporated PY 2023 · Other
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat · $14M · 250 · 65th
- BOY $14M
- BOY 250
- BOY 65th
- BOY Other
- BOY near San Francisco Aids Foundation 403(b) Plan
- BOY ind #12490
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 Wisconsin →
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $547K |
| Employer EIN | 390827320 |
| Plan Effective Date | 2007-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Services of Northeast Wisconsin, Incorporated)
Sponsor-wide plan assets over time
All Family Services of Northeast Wisconsin, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 13.029481373318013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $13M |
| 2023 | 1 | 250 | $14M |
| 2024 | 1 | 319 | $15M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is San Francisco Aids Foundation 403(b) Plan in CA ($14M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Boston Ballet 403(b) Retirement Plan (MA) 250 · 0 off
- La Jolla Country Day School Defined Contribution Retirement Plan (CA) 250 · 0 off
- San Diego Hebrew Homes 403b Plan (CA) 250 · 0 off
- Lifecare Alliance 403(b) Retirement Plan (OH) 250 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.