Other · DOL Form 5500 · 2023
Family Resources, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $38,330
- Avg per participant Low balance/head
Official DOL plan name: Family Resources 403(b) Retirement Plan · Sponsored by Family Resources, Inc. · Florida · Healthcare & Social Assistance
$3M in assets, 89 participants
Family Resources, Inc.'s Family Resources 403(b) Retirement Plan reported $3M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #6,969 in Healthcare & Social Assistance (17,684 peers)
Family Resources, Inc. multi-year trail
Family Resources, Inc.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows Family Resources 403(b) Retirement Plan at $3M / 89 participants.
- #6,969
- in Healthcare & Social Assistance (17,684 peers)
- +10.7%
- assets growth YoY
Family Resources 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Family Resources 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,411,372 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Family Resources 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Resources 403(b) Retirement Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Resources 403(b) Retirement Plan reported net income rose from $98K in the plan year 2022 filing to $329K in the plan year 2023 filing.
- Family Resources 403(b) Retirement Plan reported participants fell from 107 in the plan year 2022 filing to 89 in the plan year 2023 filing.
- Family Resources 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 237146873 · Family Resources, Inc. PY 2023 · Other
Family Resources 403(b) Retirement Plan · $3M · 89 · 38th
- SCH $3M
- SCH 89
- SCH 38th
- SCH Other
- SCH near Seattle Waldorf School 403(b) Tda Plan
- SCH ind #6969
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 Florida →
Family Resources 403(b) Retirement Plan in the asset neighbourhood
Family Resources, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Family Resources, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 17.14368015383632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $3M |
| 2023 | 1 | 89 | $3M |
| 2024 | 1 | 91 | $4M |
Family Resources, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $329K |
| Employer EIN | 237146873 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Family Resources 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Seattle Waldorf School 403(b) Tda Plan in WA ($3M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.