401(k) · DOL Form 5500 · 2023

Family Service of the Piedmont, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
140
Participants Small participant base
33rd
Percentile by assets National rank
$17,957
Avg per participant Low balance/head
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Official DOL plan name: Family Service of the Piedmont, Inc. Retirement Plan · Sponsored by Family Service of the Piedmont, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 140 participants

Family Service of the Piedmont, Inc.'s Family Service of the Piedmont, Inc. Retirement Plan reported $3M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,843 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Family Service of the Piedmont, Inc. Retirement Plan covers 140 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#5,843
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

Family Service of the Piedmont, Inc. Retirement Plan among the smaller filed plans by assets

Family Service of the Piedmont, Inc. Retirement Plan vs every filed plan by assets

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

$2,513,958 33rd percentile higher than 33% 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 Service of the Piedmont, Inc. Retirement 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 Service of the Piedmont, Inc. Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Service of the Piedmont, Inc. Retirement Plan reported net income fell from $305K in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • Family Service of the Piedmont, Inc. Retirement Plan reported participants fell from 154 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Family Service of the Piedmont, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562061741 · Family Service of the Piedmont, Inc. PY 2023 · 401(k)

Family Service of the Piedmont, Inc. Retirement Plan · $3M · 140 · 33rd

  • SCH $3M
  • SCH 140
  • SCH 33rd
  • SCH 401(k)
  • SCH near Inncredible Hospitality Corp. 401(k) Plan
  • SCH ind #5843

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 →

Family Service of the Piedmont, Inc. Retirement Plan in the asset neighbourhood

Family Service of the Piedmont, Inc. Retirement PlanFamily Service of the Piedmo…$3MInncredible Hospitality Corp. 401(k) PlanInncredible Hospitality Corp…$3MBlair Property Management, Inc. 401(k) PlanBlair Property Management, I…$3MSho & Scoe Retirement Plan$3MJ. Velarde, Inc. 401(k) Profit Sharing PlanJ. Velarde, Inc. 401(k) Prof…$3M
End-of-year total assets ($M) among Family Service of the Piedmont, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$172K
Employer EIN562061741
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Service of the Piedmont, Inc.)

Sponsor-wide plan assets over time

All Family Service of the Piedmont, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.185368465686004% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.34M $2.91M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 154 $2M
2023 1 140 $3M
2024 1 132 $3M

Nearby 401(k) Plans in North Carolina

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

Family Service of the Piedmont, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Family Service of the Piedmont, Inc. Retirement Plan, Total assets ($B): 0.002513958 · Participants: 140Family Service of the Piedmont, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Family Service of the Piedmont, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Family Service of the Piedmont, Inc. Retirement Plan side-by-side with 3 peers →

Family Service of the Piedmont, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Inncredible Hospitality Corp. 401(k) Plan in VT ($3M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Service of the Piedmont, Inc. Retirement Plan assets move in 2023? ▼
Family Service of the Piedmont, Inc. Retirement Plan grew at a solid clip - up 7.3% during 2023, from $2M to $3M. Reported net income was $172K.
How have Family Service of the Piedmont, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Service of the Piedmont, Inc.'s sponsor-wide assets grew 24.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Family Service of the Piedmont, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inncredible Hospitality Corp. 401(k) Plan in VT ($3M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Family Service of the Piedmont, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 562061741.

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.