401(k) · DOL Form 5500 · 2024

Children's Friend and Service 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
433
Participants Below avg headcount
70th
Percentile by assets National rank
$46,018
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Children's Friend and Service · Sponsored by Children's Friend and Service · Rhode Island · Healthcare & Social Assistance

$20M in assets, 433 participants

Children's Friend and Service's 403(b) Thrift Plan for Children's Friend and Service reported $20M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,631 in Healthcare & Social Assistance (16,916 peers)

Coverage in Rhode Island

403(b) Thrift Plan for Children's Friend and Service covers 433 participants in Rhode Island, about 30% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $20M.

#12,631
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY

403(b) Thrift Plan for Children's Friend and Service's outsized position by total assets

403(b) Thrift Plan for Children's Friend and Service vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,925,859 Top 30% higher than 70% of 123,620 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 2024

403(b) Thrift Plan for Children's Friend and Service 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. 403(b) Thrift Plan for Children's Friend and Service sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Children's Friend and Service end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Children's Friend and Service reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Children's Friend and Service reported participants rose from 418 in the plan year 2023 filing to 433 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 050258819 · Children's Friend and Service PY 2024 · 401(k)

403(b) Thrift Plan for Children's Friend and Service · $20M · 433 · 70th

  • BOOK $20M
  • VS-ST 433
  • BOY 70th
  • SCH 401(k)
  • EBSA near Nationwide Marketing Group 401(k) Plan
  • PART ind #12631

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 Rhode Island →

403(b) Thrift Plan for Children's Friend and Service in the asset neighbourhood

403(b) Thrift Plan for Children's Friend and Service403(b) Thrift Plan for Child…$20MRapid Financial Services, LLC 401(k) Retirement PlanRapid Financial Services, LL…$20MSavings Plan for Employees of Hartig Drug CompanySavings Plan for Employees o…$20MNationwide Marketing Group 401(k) PlanNationwide Marketing Group 4…$20MKenda Group Company 401(k) Retirement PlanKenda Group Company 401(k) R…$20M
End-of-year total assets ($M) among 403(b) Thrift Plan for Children's Friend and Service and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN050258819
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Friend and Service)

Sponsor-wide plan assets over time

All Children's Friend and Service plans reported in each filing year

Latest sponsor-wide plan assets
$20M 31.357141274992053% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $19.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 415 $15M
2023 1 418 $17M
2024 1 433 $20M

Nearby 401(k) Plans in Rhode Island

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

403(b) Thrift Plan for Children's Friend and Service vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants 403(b) Thrift Plan for Children's Friend and Service, Total assets ($B): 0.019925859 · Participants: 433403(b) Thrift Plan for Children's Friend and ServiceCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
403(b) Thrift Plan for Children's Friend and Service vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare 403(b) Thrift Plan for Children's Friend and Service side-by-side with 3 peers →

403(b) Thrift Plan for Children's Friend and Service's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Nationwide Marketing Group 401(k) Plan in NC ($20M); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan for Children's Friend and Service assets move in 2024? ▼
403(b) Thrift Plan for Children's Friend and Service grew at a solid clip - up 14.3% during 2024, from $17M to $20M. Reported net income was $2M.
How have Children's Friend and Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Children's Friend and Service's sponsor-wide assets grew 31.4%, from $15M to $20M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Children's Friend and Service? ▼
Among 401(k) plans in other states, the closest by assets is Nationwide Marketing Group 401(k) Plan in NC ($20M, 311 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Children's Friend and Service? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants, $473K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050258819.

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.