401(k) · DOL Form 5500 · 2024
Family Help and Wellness 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 896
- Participants Near avg headcount
- 32nd
- Percentile by assets National rank
- $2,852
- Avg per participant Low balance/head
Official DOL plan name: Family Help and Wellness Family Help and Wellness 401(k) Plan · Sponsored by Family Help and Wellness · Oregon · Healthcare & Social Assistance
$3M in assets, 896 participants
Family Help and Wellness's Family Help and Wellness Family Help and Wellness 401(k) Plan reported $3M in total assets and 896 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,320 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Family Help and Wellness Family Help and Wellness 401(k) Plan covers 896 participants in Oregon, 2.0x the typical Oregon plan (state average ~443 per filing). Assets: $3M.
- #5,320
- in Healthcare & Social Assistance (16,916 peers)
- +22.0%
- assets growth YoY
Family Help and Wellness Family Help and Wellness 401(k) Plan among the smaller filed plans by assets
Family Help and Wellness Family Help and Wellness 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,555,514 32nd percentile higher than 32% 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 Help and Wellness Family Help and Wellness 401(k) 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 Help and Wellness Family Help and Wellness 401(k) Plan sits mid-pack in the medium band (896 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Help and Wellness Family Help and Wellness 401(k) Plan reported net income fell from $702K in the plan year 2023 filing to $412K in the plan year 2024 filing.
- Family Help and Wellness Family Help and Wellness 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Family Help and Wellness Family Help and Wellness 401(k) Plan reported participants rose from 885 in the plan year 2023 filing to 896 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 261843109 · Family Help and Wellness PY 2024 · 401(k)
Family Help and Wellness Family Help and Wellness 401(k) Plan · $3M · 896 · 32nd
- EIN $3M
- RANK 896
- PHOTO 32nd
- IND 401(k)
- EOY near Tsl 401(k) Plan
- 5500 ind #5320
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 Oregon →
Family Help and Wellness Family Help and Wellness 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $412K |
| Employer EIN | 261843109 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Help and Wellness)
Sponsor-wide plan assets over time
All Family Help and Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 78.10892637600676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 903 | $1M |
| 2023 | 1 | 885 | $2M |
| 2024 | 1 | 896 | $3M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Family Help and Wellness Family Help and Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Tsl 401(k) Plan in TX ($3M); by covered participants it is Homestreet, Inc 401(k) Savings Plan in WA (896 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Tsl 401(k) Plan (TX) $3M · 726
- Peak Trailer Group 401(k) Plan (TX) $3M · 80
- Grant Aviation, Inc. 401(k) Profit Sharing Plan (AK) $3M · 311
- Dania Entertainment Center,LLC 401(k) Plan (FL) $3M · 287
Similar participant headcount
Nearest other-state filings by covered participants (896 participants); asset peers above are excluded.
- Homestreet, Inc 401(k) Savings Plan (WA) 896 · 0 off
- Insider, Inc. 401(k) Plan (NY) 896 · 0 off
- Maynard Nexsen, PC 401(k) Plan & Trust (AL) 896 · 0 off
- Complete Holdings Group Inc., 401(k) Plan (TN) 896 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.