Other · DOL Form 5500 · 2024

Family Endeavors Inc. Retirement Plan

Data updated 2026-08-25

$67K
Total assets Small plan by assets
8
Participants Small participant base
4th
Percentile by assets National rank
$8,432
Avg per participant Low balance/head
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Official DOL plan name: Family Endeavors 403b Retirement Plan · Sponsored by Family Endeavors Inc. · Texas · Healthcare & Social Assistance

$67K in assets, 8 participants

Family Endeavors Inc.'s Family Endeavors 403b Retirement Plan reported $67K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #533 in Healthcare & Social Assistance (16,916 peers)

Family Endeavors Inc. multi-year trail

Family Endeavors Inc.'s plans moved +111.0% in assets from 2022 to 2024; this filing shows Family Endeavors 403b Retirement Plan at $67K / 8 participants.

#533
in Healthcare & Social Assistance (16,916 peers)
+12.6%
assets growth YoY

Family Endeavors 403b Retirement Plan among the smaller filed plans by assets

Family Endeavors 403b Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$67,458 4th percentile higher than 4% of 123,620 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 2024

Family Endeavors 403b Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Endeavors 403b Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Family Endeavors 403b Retirement Plan reported net income rose from -$822K in the plan year 2022 filing to $8K in the plan year 2024 filing.
  • Family Endeavors 403b Retirement Plan reported participants fell from 2,722 in the plan year 2022 filing to 8 in the plan year 2024 filing.
  • Family Endeavors 403b Retirement Plan end-of-year assets rose from $60K in the plan year 2022 filing to $67K in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237223078 · Family Endeavors Inc. PY 2024 · Other

Family Endeavors 403b Retirement Plan · $67K · 8 · 4th

  • EOY $67K
  • 5500 8
  • ASSETS 4th
  • PCT Other
  • EIN near Community Action Resource and Development, Inc.
  • RANK ind #533

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 Texas →

Family Endeavors 403b Retirement Plan in the asset neighbourhood

Family Endeavors 403b Retirement PlanFamily Endeavors 403b Retire…$67KCommunity Action Resource and Development, Inc.Community Action Resource an…$68KDavid Heller Keogh$68KWestbury Friends School 403(b) Tda Plan 367056Westbury Friends School 403(…$65KManchester Educational Foundation 403b PlanManchester Educational Found…$70K
End-of-year total assets ($M) among Family Endeavors 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Family Endeavors Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Family Endeavors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 111.00639417726154% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.66M $18.3M ▲ +111.0%
Year Plans Participants Total Assets
2022 2 4,413 $9M
2023 1 2,784 $13M
2024 3 2,643 $18M

Family Endeavors Inc. filing trail (2024)

Total Assets (Beginning of Year)$60K
Net Assets (End of Year)$67K
Net Income$8K
Employer EIN237223078
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Family Endeavors 403b Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Family Endeavors 403b Retirement Plan, Total assets ($B): 0.000067458 · Participants: 8Family Endeavors 403b Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Family Endeavors 403b Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Family Endeavors 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Community Action Resource and Development, Inc. in OK ($68K); by covered participants it is Mozaffari Engineering 401(k) Profit Sharing Plan and Trust in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Family Endeavors 403b Retirement Plan assets move in 2024?
Family Endeavors 403b Retirement Plan grew at a solid clip - up 12.6% during 2024, from $60K to $67K. Reported net income was $8K.
How have Family Endeavors Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Family Endeavors Inc.'s sponsor-wide assets grew 111.0%, from $9M to $18M.
Where does Family Endeavors 403b Retirement Plan rank by assets among Form 5500 filers?
Family Endeavors 403b Retirement Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Family Endeavors 403b Retirement Plan?
Among Other plans in other states, the closest by assets is Community Action Resource and Development, Inc. in OK ($68K, 3 participants).
Which Other plans cover a similar participant headcount to Family Endeavors 403b Retirement Plan?
Among Other plans in other states, the closest by covered participants is Mozaffari Engineering 401(k) Profit Sharing Plan and Trust in CA (8 participants, $870K in assets).