401(k) · DOL Form 5500 · 2024
Family Service Rochester, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $79,525
- Avg per participant Below avg balance/head
Official DOL plan name: Family Service Rochester Inc. Safe Harbor 403(b) Plan · Sponsored by Family Service Rochester, Inc. · Minnesota · Healthcare & Social Assistance
$9M in assets, 111 participants
Family Service Rochester, Inc.'s Family Service Rochester Inc. Safe Harbor 403(b) Plan reported $9M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,867 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Family Service Rochester Inc. Safe Harbor 403(b) Plan covers 111 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.
- #9,867
- in Healthcare & Social Assistance (16,916 peers)
- +14.3%
- assets growth YoY
Family Service Rochester Inc. Safe Harbor 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Family Service Rochester Inc. Safe Harbor 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,827,293 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Family Service Rochester Inc. Safe Harbor 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Service Rochester Inc. Safe Harbor 403(b) Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Service Rochester Inc. Safe Harbor 403(b) Plan reported net income rose from $927K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Family Service Rochester Inc. Safe Harbor 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Family Service Rochester Inc. Safe Harbor 403(b) Plan reported participants rose from 98 in the plan year 2023 filing to 111 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 410883453 · Family Service Rochester, Inc. PY 2024 · 401(k)
Family Service Rochester Inc. Safe Harbor 403(b) Plan · $9M · 111 · 53rd
- BOY $9M
- SCH 111
- EBSA 53rd
- PART 401(k)
- TYPE near Beeline Group 401(k) Plan
- NET ind #9867
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 Minnesota →
Family Service Rochester Inc. Safe Harbor 403(b) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 410883453 |
| Plan Effective Date | 2004-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Service Rochester, Inc.)
Sponsor-wide plan assets over time
All Family Service Rochester, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 29.906282799254292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $7M |
| 2023 | 1 | 98 | $8M |
| 2024 | 1 | 111 | $9M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Family Service Rochester Inc. Safe Harbor 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Beeline Group 401(k) Plan in GA ($9M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Beeline Group 401(k) Plan (GA) $9M · 509
- Reelcraft 401(k) Plan (IN) $9M · 232
- Freedom Forever LLC 401(k) Plan (CA) $9M · 2,479
- Zaremba Management Company 401(k) Retirement Savings Plan (OH) $9M · 129
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.