401(k) · DOL Form 5500 · 2023

Family Services of Nw PA 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
133
Participants Small participant base
65th
Percentile by assets National rank
$103,629
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Services of Nw PA 401(k) Plan · Sponsored by Family Services of Nw PA · Pennsylvania · Healthcare & Social Assistance

$14M in assets, 133 participants

Family Services of Nw PA's Family Services of Nw PA 401(k) Plan reported $14M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,484 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Family Services of Nw PA 401(k) Plan covers 133 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#12,484
in Healthcare & Social Assistance (17,684 peers)
+11.4%
assets growth YoY

Family Services of Nw PA 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family Services of Nw PA 401(k) Plan vs every filed plan by assets

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

$13,782,623 Top 35% higher than 65% 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 Services of Nw PA 401(k) 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 Services of Nw PA 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Services of Nw PA 401(k) Plan reported participants fell from 156 in the plan year 2022 filing to 133 in the plan year 2023 filing.
  • Family Services of Nw PA 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250987225 · Family Services of Nw PA PY 2023 · 401(k)

Family Services of Nw PA 401(k) Plan · $14M · 133 · 65th

  • EBSA $14M
  • PART 133
  • TYPE 65th
  • NET 401(k)
  • BOOK near The Mill Rose Companies Employees Profit Sharing Plan
  • VS-ST ind #12484

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 Pennsylvania →

Family Services of Nw PA 401(k) Plan in the asset neighbourhood

Aluminum Trailer Company 401(k) PlanAluminum Trailer Company 401…$14MFamily Services of Nw PA 401(k) PlanFamily Services of Nw PA 401…$14MThe Mill Rose Companies Employees Profit Sharing PlanThe Mill Rose Companies Empl…$14MLegacy.Com 401(k) Plan$14MThree Way 401(k) Plan$14M
End-of-year total assets ($M) among Family Services of Nw PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN250987225
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Services of Nw PA)

Sponsor-wide plan assets over time

All Family Services of Nw PA plans reported in each filing year

Latest sponsor-wide plan assets
$14M 10.243704620030462% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.4M $13.6M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 156 $12M
2023 1 133 $14M
2024 1 129 $14M

Nearby 401(k) Plans in Pennsylvania

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

Family Services of Nw PA 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Family Services of Nw PA 401(k) Plan, Total assets ($B): 0.013782623 · Participants: 133Family Services of Nw PA 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Family Services of Nw PA 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Family Services of Nw PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Mill Rose Companies Employees Profit Sharing Plan in OH ($14M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Services of Nw PA 401(k) Plan assets move in 2023?
Family Services of Nw PA 401(k) Plan grew at a solid clip - up 11.4% during 2023, from $12M to $14M. Reported net income was $1M.
How have Family Services of Nw PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Family Services of Nw PA's sponsor-wide assets grew 10.2%, from $12M to $14M.
Which 401(k) plans are similar in size to Family Services of Nw PA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Mill Rose Companies Employees Profit Sharing Plan in OH ($14M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Family Services of Nw PA 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A in assets).