401(k) · DOL Form 5500 · 2022

Integrated Family Services, PLLC 401(k) Plan

Data updated 2026-08-25

$498K
Total assets Small plan by assets
99
Participants Small participant base
18th
Percentile by assets National rank
$5,027
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Integrated Family Services 401(k) Plan · Sponsored by Integrated Family Services, PLLC · North Carolina · Healthcare & Social Assistance

$498K in assets, 99 participants

Integrated Family Services, PLLC's Integrated Family Services 401(k) Plan reported $498K in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,850 in Healthcare & Social Assistance (20,060 peers)

Integrated Family Services, PLLC multi-year trail

Integrated Family Services, PLLC's plans moved +63.1% in assets from 2022 to 2024; this filing shows Integrated Family Services 401(k) Plan at $498K / 99 participants.

#2,850
in Healthcare & Social Assistance (20,060 peers)
-3.9%
assets change YoY

The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Integrated Family Services 401(k) Plan among the smaller filed plans by assets

Integrated Family Services 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$497,648 18th percentile higher than 18% of 139,123 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 2022

Integrated Family Services 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrated Family Services 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 900062145 · Integrated Family Services, PLLC PY 2022 · 401(k)

Integrated Family Services 401(k) Plan · $498K · 99 · 18th

  • EIN $498K
  • RANK 99
  • PHOTO 18th
  • IND 401(k)
  • EOY near Performance Hospitality 401(k) Plan
  • 5500 ind #2850

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 →

Integrated Family Services 401(k) Plan in the asset neighbourhood

Integrated Family Services 401(k) PlanIntegrated Family Services 4…$498KPerformance Hospitality 401(k) PlanPerformance Hospitality 401(…$498KE&d Spa Services, Corp. 401(k) Profit Sharing PlanE&d Spa Services, Corp. 401(…$498KWaste Services, Inc. Profit Sharing PlanWaste Services, Inc. Profit …$498KIceberg Enterprises, LLC 401(k) PlanIceberg Enterprises, LLC 401…$498K
End-of-year total assets ($M) among Integrated Family Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Integrated Family Services, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Integrated Family Services, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$812K 63.10544802752146% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.5M $0.81M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 99 $498K
2023 1 118 $707K
2024 1 114 $812K

Integrated Family Services, PLLC filing trail (2022)

Total Assets (Beginning of Year)$518K
Net Assets (End of Year)$498K
Net Income-$20K
Employer EIN900062145
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Integrated Family Services 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Integrated Family Services 401(k) Plan, Total assets ($B): 0.000497648 · Participants: 99Integrated Family Services 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Integrated Family Services 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Integrated Family Services 401(k) Plan side-by-side with 3 peers →

Integrated Family Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Performance Hospitality 401(k) Plan in FL ($498K); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($498K here).

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Integrated Family Services 401(k) Plan assets move in 2022? ▼
Integrated Family Services 401(k) Plan edged down modestly - down 3.9% during 2022, from $518K to $498K. Reported net income was -$20K.
How have Integrated Family Services, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Family Services, PLLC's sponsor-wide assets grew 63.1%, from $498K to $812K.
Where does Integrated Family Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Integrated Family Services 401(k) Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Integrated Family Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Performance Hospitality 401(k) Plan in FL ($498K, 289 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Family Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900062145.

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.