Other · DOL Form 5500 · 2024
FAMILYFORWARD Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $60,111
- Avg per participant Low balance/head
Official DOL plan name: Familyforward Custodial Pension Plan · Sponsored by FAMILYFORWARD · Missouri · Healthcare & Social Assistance
$7M in assets, 123 participants
FAMILYFORWARD's Familyforward Custodial Pension Plan reported $7M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,171 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Familyforward Custodial Pension Plan covers 123 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $7M.
- #9,171
- in Healthcare & Social Assistance (16,916 peers)
- +14.2%
- assets growth YoY
Familyforward Custodial Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Familyforward Custodial Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,393,689 49th percentile higher than 49% 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
Familyforward Custodial Pension 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. Familyforward Custodial Pension Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Familyforward Custodial Pension Plan reported net income rose from $638K in the plan year 2023 filing to $922K in the plan year 2024 filing.
- Familyforward Custodial Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Familyforward Custodial Pension Plan reported participants rose from 116 in the plan year 2023 filing to 123 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 430652622 · FAMILYFORWARD PY 2024 · Other
Familyforward Custodial Pension Plan · $7M · 123 · 49th
- RANK $7M
- PHOTO 123
- IND 49th
- EOY Other
- 5500 near Animal Rescue League of Boston 403(b) Plan
- ASSETS ind #9171
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 Missouri →
Familyforward Custodial Pension Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $922K |
| Employer EIN | 430652622 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FAMILYFORWARD)
Sponsor-wide plan assets over time
All FAMILYFORWARD plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 26.72838807873465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $6M |
| 2023 | 1 | 116 | $6M |
| 2024 | 1 | 123 | $7M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Familyforward Custodial Pension Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Animal Rescue League of Boston 403(b) Plan in MA ($7M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Marin Academy Defined Contribution Retirement Plan (CA) 123 · 0 off
- Arise Academy, Inc. 403(b) Plan (LA) 123 · 0 off
- The Madeira School 403(b) Plan (VA) 123 · 0 off
- Old Colony Hospice, Inc. 403(b) Plan (MA) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.