Other · DOL Form 5500 · 2022

Family Service Association Retirement Plan

Data updated 2026-08-25

$793K
Total assets Small plan by assets
144
Participants Small participant base
23rd
Percentile by assets National rank
$5,507
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Family Service Association · Sponsored by Family Service Association · California · Healthcare & Social Assistance

$793K in assets, 144 participants

Family Service Association's 403(b) Thrift Plan for Employees of Family Service Association reported $793K in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,849 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

403(b) Thrift Plan for Employees of Family Service Association covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $793K.

#3,849
in Healthcare & Social Assistance (20,060 peers)
-3.6%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Family Service Association among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Family Service Association vs every filed plan by assets

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

$793,065 23rd percentile higher than 23% 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

403(b) Thrift Plan for Employees of Family Service Association among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Family Service Association sits mid-pack in the medium band (144 participants).

Plan-year Form 5500 strip

Filing strip 951803694 · Family Service Association PY 2022 · Other

403(b) Thrift Plan for Employees of Family Service Association · $793K · 144 · 23rd

  • EIN $793K
  • RANK 144
  • PHOTO 23rd
  • IND Other
  • EOY near Westchester Community College Foundation Inc. 403(b) Tda
  • 5500 ind #3849

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 California →

403(b) Thrift Plan for Employees of Family Service Association in the asset neighbourhood

Larry Greenbaum Keogh$800K403(b) Thrift Plan for Employees of Family Service Association403(b) Thrift Plan for Emplo…$793KWestchester Community College Foundation Inc. 403(b) TdaWestchester Community Colleg…$793KThe Colson Caster Corporation Hourly Employees' (Iam/Jonesboro) Retirement PlanThe Colson Caster Corporatio…$788KSpecial Citizens Futures Unlimited 403(b) Retirement PlanSpecial Citizens Futures Unl…$784K
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Family Service Association and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$823K
Net Assets (End of Year)$793K
Net Income-$30K
Employer EIN951803694
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Service Association)

Sponsor-wide plan assets over time

All Family Service Association plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.85622237773701% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.79M $1.15M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 144 $793K
2023 1 227 $870K
2024 1 229 $1M

Nearby Other Plans in California

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

403(b) Thrift Plan for Employees of Family Service Association vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Family Service Association, Total assets ($B): 0.000793065 · Participants: 144403(b) Thrift Plan for Employees of Family Service AssociationStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
403(b) Thrift Plan for Employees of Family Service Association vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Family Service Association side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Family Service Association's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Westchester Community College Foundation Inc. 403(b) Tda in NY ($793K); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 403(b) Thrift Plan for Employees of Family Service Association assets move in 2022? ▼
403(b) Thrift Plan for Employees of Family Service Association edged down modestly - down 3.6% during 2022, from $823K to $793K. Reported net income was -$30K.
How have Family Service Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Service Association's sponsor-wide assets grew 44.9%, from $793K to $1M.
Where does 403(b) Thrift Plan for Employees of Family Service Association rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Family Service Association ranks in the 23rd 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 Other plans are similar in size to 403(b) Thrift Plan for Employees of Family Service Association? ▼
Among Other plans in other states, the closest by assets is Westchester Community College Foundation Inc. 403(b) Tda in NY ($793K, 7 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Family Service Association? ▼
Among Other plans in other states, the closest by covered participants is Pioneer Memorial Retirement Plan in SD (144 participants, $3M 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 951803694.

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.