Other · DOL Form 5500 · 2023

Family Services, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
212
Participants Below avg headcount
49th
Percentile by assets National rank
$29,788
Avg per participant Low balance/head
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Official DOL plan name: Family Services, Inc. 403(b) Plan · Sponsored by Family Services, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 212 participants

Family Services, Inc.'s Family Services, Inc. 403(b) Plan reported $6M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,534 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Family Services, Inc. 403(b) Plan covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $6M.

#9,534
in Healthcare & Social Assistance (17,684 peers)
+15.4%
assets growth YoY

Family Services, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family Services, Inc. 403(b) Plan vs every filed plan by assets

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

$6,315,061 49th percentile higher than 49% 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 Services, Inc. 403(b) 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 Services, Inc. 403(b) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Services, Inc. 403(b) Plan reported net income rose from -$453K in the plan year 2022 filing to $843K in the plan year 2023 filing.
  • Family Services, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Family Services, Inc. 403(b) Plan reported participants rose from 205 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141338399 · Family Services, Inc. PY 2023 · Other

Family Services, Inc. 403(b) Plan · $6M · 212 · 49th

  • TYPE $6M
  • NET 212
  • BOOK 49th
  • VS-ST Other
  • BOY near The Adler Planetarium Defined Contribution Retirement Income Plan
  • SCH ind #9534

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 Services, Inc. 403(b) Plan in the asset neighbourhood

Family Services, Inc. 403(b) PlanFamily Services, Inc. 403(b)…$6MThe Adler Planetarium Defined Contribution Retirement Income PlanThe Adler Planetarium Define…$6MStep Up Suncoast, Inc. 403(b) PlanStep Up Suncoast, Inc. 403(b…$6MEmployee Benefit Plan of United States Equestrian Federation, Inc.Employee Benefit Plan of Uni…$6MThe Arc of the Central Chesapeake Region, Inc. 403(b) PlanThe Arc of the Central Chesa…$6M
End-of-year total assets ($M) among Family Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$843K
Employer EIN141338399
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 39.6164241373198% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.47M $7.64M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 205 $5M
2023 1 212 $6M
2024 1 227 $8M

Nearby Other Plans in New York

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

Family Services, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Family Services, Inc. 403(b) Plan, Total assets ($B): 0.006315061 · Participants: 212Family Services, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Family Services, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Family Services, Inc. 403(b) Plan side-by-side with 3 peers →

Family Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Adler Planetarium Defined Contribution Retirement Income Plan in IL ($6M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Services, Inc. 403(b) Plan assets move in 2023? ▼
Family Services, Inc. 403(b) Plan grew sharply - up 15.4% during 2023, from $5M to $6M. Reported net income was $843K.
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 grew 39.6%, from $5M to $8M.
Which Other plans are similar in size to Family Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Adler Planetarium Defined Contribution Retirement Income Plan in IL ($6M, 126 participants).
Which Other plans cover a similar participant headcount to Family Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Palmer Trinity School 403(b) DC Plan in FL (212 participants, $30M 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 141338399.

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.