401(k) · DOL Form 5500 · 2023

Family Service Agency 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
202
Participants Below avg headcount
44th
Percentile by assets National rank
$24,707
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Family Service Agency of Santa Barbara · Sponsored by Family Service Agency · California · Healthcare & Social Assistance

$5M in assets, 202 participants

Family Service Agency's 403(b) Thrift Plan of Family Service Agency of Santa Barbara reported $5M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,535 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

403(b) Thrift Plan of Family Service Agency of Santa Barbara covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $5M.

#8,535
in Healthcare & Social Assistance (17,684 peers)
+26.8%
assets growth YoY

403(b) Thrift Plan of Family Service Agency of Santa Barbara's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Family Service Agency of Santa Barbara vs every filed plan by assets

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

$4,990,814 44th percentile higher than 44% 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

403(b) Thrift Plan of Family Service Agency of Santa Barbara 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. 403(b) Thrift Plan of Family Service Agency of Santa Barbara sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Family Service Agency of Santa Barbara reported net income rose from $675K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Family Service Agency of Santa Barbara end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Family Service Agency of Santa Barbara reported participants fell from 214 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951644031 · Family Service Agency PY 2023 · 401(k)

403(b) Thrift Plan of Family Service Agency of Santa Barbara · $5M · 202 · 44th

  • SCH $5M
  • EBSA 202
  • PART 44th
  • TYPE 401(k)
  • NET near Texas and Southwestern Cattle Raisers Association 401(k) Plan
  • BOOK ind #8535

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 California →

403(b) Thrift Plan of Family Service Agency of Santa Barbara in the asset neighbourhood

403(b) Thrift Plan of Family Service Agency of Santa Barbara403(b) Thrift Plan of Family…$5MTexas and Southwestern Cattle Raisers Association 401(k) PlanTexas and Southwestern Cattl…$5MLeap Group Network, LLC 401(k) Profit Sharing Plan & TrustLeap Group Network, LLC 401(…$5MContinuum Companies Inc. 401(k) PlanContinuum Companies Inc. 401…$5MPrimanti Corporation 401(k) PlanPrimanti Corporation 401(k) …$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Family Service Agency of Santa Barbara and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN951644031
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Service Agency)

Sponsor-wide plan assets over time

All Family Service Agency plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.230286112340416% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.94M $5.83M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 214 $4M
2023 1 202 $5M
2024 1 274 $6M

Nearby 401(k) Plans in California

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

403(b) Thrift Plan of Family Service Agency of Santa Barbara vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan of Family Service Agency of Santa Barbara, Total assets ($B): 0.004990814 · Participants: 202403(b) Thrift Plan of Family Service Agency of Santa BarbaraWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
403(b) Thrift Plan of Family Service Agency of Santa Barbara vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Family Service Agency of Santa Barbara side-by-side with 3 peers →

403(b) Thrift Plan of Family Service Agency of Santa Barbara's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Texas and Southwestern Cattle Raisers Association 401(k) Plan in TX ($5M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 403(b) Thrift Plan of Family Service Agency of Santa Barbara assets move in 2023? ▼
403(b) Thrift Plan of Family Service Agency of Santa Barbara grew sharply - up 26.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have Family Service Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Service Agency's sponsor-wide assets grew 48.2%, from $4M to $6M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Family Service Agency of Santa Barbara? ▼
Among 401(k) plans in other states, the closest by assets is Texas and Southwestern Cattle Raisers Association 401(k) Plan in TX ($5M, 56 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Family Service Agency of Santa Barbara? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 951644031.

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.