401(k) · DOL Form 5500 · 2023
Northern Rivers Family Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 1,158
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $45,809
- Avg per participant Low balance/head
Official DOL plan name: Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan · Sponsored by Northern Rivers Family Services, Inc. · New York · Healthcare & Social Assistance
$53M in assets, 1,158 participants
Northern Rivers Family Services, Inc.'s Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan reported $53M in total assets and 1,158 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,614 in Healthcare & Social Assistance (17,684 peers)
Where Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan sits by assets
Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 1,158 participants (~$45,809/participant), up 13.7% in 2023.
- #15,614
- in Healthcare & Social Assistance (17,684 peers)
- +13.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan's outsized position by total assets
Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,047,359 Top 14% higher than 86% 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
Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan lands in the large band (1,158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan end-of-year assets rose from $47M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan reported participants fell from 1,171 in the plan year 2022 filing to 1,158 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 460759782 · Northern Rivers Family Services, Inc. PY 2023 · 401(k)
Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan · $53M · 1,158 · 86th
- PART $53M
- TYPE 1,158
- NET 86th
- BOOK 401(k)
- VS-ST near Universal Logistics Holdings, Inc. 401(k) Plan
- BOY ind #15614
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 New York →
Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 460759782 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Rivers Family Services, Inc.)
Sponsor-wide plan assets over time
All Northern Rivers Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 31.000149342750444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,171 | $47M |
| 2023 | 1 | 1,158 | $53M |
| 2024 | 1 | 1,181 | $61M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Universal Logistics Holdings, Inc. 401(k) Plan in MI ($53M); by covered participants it is Virgin Galactic, LLC 401(k) Plan in CA (1,158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Universal Logistics Holdings, Inc. 401(k) Plan (MI) $53M · 2,689
- Hcf Management, Inc. Retirement Incentive Savings Plan (OH) $53M · 2,135
- Imc Companies, LLC Retirement Plan (TN) $53M · 1,455
- Oxford Instruments 401(k) Plan (MA) $53M · 284
Similar participant headcount
Nearest other-state filings by covered participants (1,158 participants); asset peers above are excluded.
- Virgin Galactic, LLC 401(k) Plan (CA) 1,158 · 0 off
- Bradford White Corporation 401(k) Plan for Union Employees (PA) 1,158 · 0 off
- Airbus U.S. Space & Defense, Inc. 401(k) Retirement Plan (VA) 1,158 · 0 off
- Eastern Warehouse Distributors, LLC 401(k) Plan (PA) 1,158 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.