401(k) · DOL Form 5500 · 2024

Integrated Family Services, PLLC 401(k) Plan

Data updated 2026-08-25

$812K
Total assets Small plan by assets
114
Participants Small participant base
21st
Percentile by assets National rank
$7,120
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Integrated Family Services 401(k) Plan · Sponsored by Integrated Family Services, PLLC · North Carolina · Healthcare & Social Assistance

$812K in assets, 114 participants

Integrated Family Services, PLLC's Integrated Family Services 401(k) Plan reported $812K in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,891 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Integrated Family Services 401(k) Plan covers 114 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $812K.

#2,891
in Healthcare & Social Assistance (16,916 peers)
+14.9%
assets growth YoY

Integrated Family Services 401(k) Plan among the smaller filed plans by assets

Integrated Family Services 401(k) Plan vs every filed plan by assets

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

$811,691 21st percentile higher than 21% 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

Integrated Family Services 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. Integrated Family Services 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Integrated Family Services 401(k) Plan reported net income fell from $209K in the plan year 2023 filing to $105K in the plan year 2024 filing.
  • Integrated Family Services 401(k) Plan end-of-year assets rose from $707K in the plan year 2023 filing to $812K in the plan year 2024 filing.
  • Integrated Family Services 401(k) Plan reported participants fell from 118 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 900062145 · Integrated Family Services, PLLC PY 2024 · 401(k)

Integrated Family Services 401(k) Plan · $812K · 114 · 21st

  • ASSETS $812K
  • PCT 114
  • EIN 21st
  • RANK 401(k)
  • PHOTO near Rock's Kitchen Enterprises, Inc. 401(k) Plan
  • IND ind #2891

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 North Carolina →

Integrated Family Services 401(k) Plan in the asset neighbourhood

Integrated Family Services 401(k) PlanIntegrated Family Services 4…$812KRock's Kitchen Enterprises, Inc. 401(k) PlanRock's Kitchen Enterprises, …$812KCascade Wellness Center Ps 401(k) PlanCascade Wellness Center Ps 4…$811KWildwood Country Club Employee 401(k) RetirementWildwood Country Club Employ…$812KWhite Ranson Funeral Home, LLC Safe Harbor 401(k) PlanWhite Ranson Funeral Home, L…$811K
End-of-year total assets ($M) among Integrated Family Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$707K
Net Assets (End of Year)$812K
Net Income$105K
Employer EIN900062145
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Family Services, PLLC)

Sponsor-wide plan assets over time

All Integrated Family Services, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$812K 63.10544802752146% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.5M $0.81M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 99 $498K
2023 1 118 $707K
2024 1 114 $812K

Nearby 401(k) Plans in North Carolina

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

Integrated Family Services 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Integrated Family Services 401(k) Plan, Total assets ($B): 0.000811691 · Participants: 114Integrated Family Services 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Integrated Family Services 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Integrated Family Services 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Rock's Kitchen Enterprises, Inc. 401(k) Plan in NY ($812K); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Integrated Family Services 401(k) Plan assets move in 2024? ▼
Integrated Family Services 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $707K to $812K. Reported net income was $105K.
How have Integrated Family Services, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Family Services, PLLC's sponsor-wide assets grew 63.1%, from $498K to $812K.
Where does Integrated Family Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Integrated Family Services 401(k) Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Integrated Family Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rock's Kitchen Enterprises, Inc. 401(k) Plan in NY ($812K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Family Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 900062145.

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.