Defined Benefit (Pension) · DOL Form 5500 · 2023

Family Services, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
34th
Percentile by assets National rank
$150,063
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Benefits Plan of Family Services, Inc. · Sponsored by Family Services, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 18 participants

Family Services, Inc.'s Employee Benefits Plan of Family Services, Inc. reported $3M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,107 in Healthcare & Social Assistance (17,684 peers)

Family Services, Inc. multi-year trail

Family Services, Inc.'s plans moved -43.6% in assets from 2022 to 2024; this filing shows Employee Benefits Plan of Family Services, Inc. at $3M / 18 participants.

#6,107
in Healthcare & Social Assistance (17,684 peers)
+21.5%
assets growth YoY

Employee Benefits Plan of Family Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefits Plan of Family Services, Inc. vs every filed plan by assets

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

$2,701,133 34th percentile higher than 34% 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

Employee Benefits Plan of Family Services, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefits Plan of Family Services, Inc. is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefits Plan of Family Services, Inc. reported net income rose from -$635K in the plan year 2022 filing to $479K in the plan year 2023 filing.
  • Employee Benefits Plan of Family Services, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Employee Benefits Plan of Family Services, Inc. reported participants fell from 21 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560689235 · Family Services, Inc. PY 2023 · Defined Benefit (Pension)

Employee Benefits Plan of Family Services, Inc. · $3M · 18 · 34th

  • ASSETS $3M
  • PCT 18
  • EIN 34th
  • RANK Defined Benefit (Pension)
  • PHOTO near Gpi Engineers & Builders, Inc. Defined Benefit Pension Plan
  • IND ind #6107

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 North Carolina →

Employee Benefits Plan of Family Services, Inc. in the asset neighbourhood

Employee Benefits Plan of Family Services, Inc.Employee Benefits Plan of Fa…$3MGpi Engineers & Builders, Inc. Defined Benefit Pension PlanGpi Engineers & Builders, In…$3MBoca General and Family Medicine Defined Benefit PlanBoca General and Family Medi…$3MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$3MLeon Elster, Inc. Defined Benefit Pension PlanLeon Elster, Inc. Defined Be…$3M
End-of-year total assets ($M) among Employee Benefits Plan of Family Services, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Family Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.61999784639629% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.1M $2.31M ▼ -43.7%
Year Plans Participants Total Assets
2022 2 186 $4M
2023 1 18 $3M
2024 1 16 $2M

Family Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$479K
Employer EIN560689235
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employee Benefits Plan of Family Services, Inc. vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Employee Benefits Plan of Family Services, Inc., Total assets ($B): 0.002701133 · Participants: 18Employee Benefits Plan of Family Services, Inc.Honeywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Employee Benefits Plan of Family Services, Inc. vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Employee Benefits Plan of Family Services, Inc. side-by-side with 3 peers →

Employee Benefits Plan of Family Services, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Gpi Engineers & Builders, Inc. Defined Benefit Pension Plan in NJ ($3M); by covered participants it is Virtus Precision Tube, LLC Pension Plan in KY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Employee Benefits Plan of Family Services, Inc. assets move in 2023? ▼
Employee Benefits Plan of Family Services, Inc. grew sharply - up 21.5% during 2023, from $2M to $3M. Reported net income was $479K.
How have Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Services, Inc.'s sponsor-wide assets declined 43.6%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Employee Benefits Plan of Family Services, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gpi Engineers & Builders, Inc. Defined Benefit Pension Plan in NJ ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employee Benefits Plan of Family Services, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virtus Precision Tube, LLC Pension Plan in KY (18 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 560689235.

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.