401(k) · DOL Form 5500 · 2023

FAMSA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
225
Participants Below avg headcount
34th
Percentile by assets National rank
$11,605
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Famsa 401(k) Profit Sharing Plan · Sponsored by FAMSA · Texas · Retail Trade

$3M in assets, 225 participants

FAMSA's Famsa 401(k) Profit Sharing Plan reported $3M in total assets and 225 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.

  • #3,823 in Retail Trade (8,414 peers)

Coverage in Texas

Famsa 401(k) Profit Sharing Plan covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#3,823
in Retail Trade (8,414 peers)
-2.7%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Famsa 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Famsa 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,611,215 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

Famsa 401(k) Profit Sharing 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. Famsa 401(k) Profit Sharing Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Famsa 401(k) Profit Sharing Plan reported net income rose from -$825K in the plan year 2022 filing to -$73K in the plan year 2023 filing.
  • Famsa 401(k) Profit Sharing Plan reported participants fell from 281 in the plan year 2022 filing to 225 in the plan year 2023 filing.
  • Famsa 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954798956 · FAMSA PY 2023 · 401(k)

Famsa 401(k) Profit Sharing Plan · $3M · 225 · 34th

  • TYPE $3M
  • NET 225
  • BOOK 34th
  • VS-ST 401(k)
  • BOY near Cristo Rey Jesuit High School Retirement Trust
  • SCH ind #3823

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 Retail Trade retirement plans → · Plans in Texas →

Famsa 401(k) Profit Sharing Plan in the asset neighbourhood

Famsa 401(k) Profit Sharing PlanFamsa 401(k) Profit Sharing …$3MCristo Rey Jesuit High School Retirement TrustCristo Rey Jesuit High Schoo…$3MFriedberg PC 401(k) Rate Group Profit Sharing PlanFriedberg PC 401(k) Rate Gro…$3MInland Diamond Products Company 401(k) Profit Sharing PlanInland Diamond Products Comp…$3MAlliance Electric, Inc. 401(k) PlanAlliance Electric, Inc. 401(…$3M
End-of-year total assets ($M) among Famsa 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$73K
Employer EIN954798956
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAMSA)

Sponsor-wide plan assets over time

All FAMSA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.624749728729222% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.68M $2.27M ▼ -15.3%
Year Plans Participants Total Assets
2022 1 281 $3M
2023 1 225 $3M
2024 1 191 $2M

Nearby 401(k) Plans in Texas

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

Famsa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Famsa 401(k) Profit Sharing Plan, Total assets ($B): 0.002611215 · Participants: 225Famsa 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Famsa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Famsa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cristo Rey Jesuit High School Retirement Trust in MN ($3M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Famsa 401(k) Profit Sharing Plan assets move in 2023?
Famsa 401(k) Profit Sharing Plan edged down modestly - down 2.7% during 2023, from $3M to $3M. Reported net income was -$73K.
How have FAMSA plan assets changed over time?
Across 3 plan years on file (2022-2024), FAMSA's sponsor-wide assets declined 15.6%, from $3M to $2M.
Which 401(k) plans are similar in size to Famsa 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Cristo Rey Jesuit High School Retirement Trust in MN ($3M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Famsa 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K in assets).