401(k) · DOL Form 5500 · 2024

Families Forward 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
50
Participants Small participant base
42nd
Percentile by assets National rank
$102,279
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Families Forward · Sponsored by Families Forward · California · Healthcare & Social Assistance

$5M in assets, 50 participants

Families Forward's 403(b) Thrift Plan of Families Forward reported $5M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,709 in Healthcare & Social Assistance (16,916 peers)

Families Forward multi-year trail

Families Forward's plans moved +32.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Families Forward at $5M / 50 participants.

#7,709
in Healthcare & Social Assistance (16,916 peers)
+9.9%
assets growth YoY

403(b) Thrift Plan of Families Forward's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Families Forward vs every filed plan by assets

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

$5,113,959 42nd percentile higher than 42% 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 of Families Forward among smaller 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 of Families Forward is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Families Forward reported net income fell from $790K in the plan year 2023 filing to $370K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Families Forward reported participants fell from 61 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • 403(b) Thrift Plan of Families Forward end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330086043 · Families Forward PY 2024 · 401(k)

403(b) Thrift Plan of Families Forward · $5M · 50 · 42nd

  • EBSA $5M
  • EBSA 50
  • EBSA 42nd
  • EBSA 401(k)
  • EBSA near Total Utility Management Services LLC, 401(k) Plan
  • EBSA ind #7709

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 California →

403(b) Thrift Plan of Families Forward in the asset neighbourhood

403(b) Thrift Plan of Families Forward403(b) Thrift Plan of Famili…$5MTotal Utility Management Services LLC, 401(k) PlanTotal Utility Management Ser…$5MEnnoble First 401(k) Profit Sharing Plan and TrustEnnoble First 401(k) Profit …$5MTrinity Trailer Mfg., Inc. 401(k) and Profit Sharing PlanTrinity Trailer Mfg., Inc. 4…$5MSiepe Services, LLC Retirement PlanSiepe Services, LLC Retireme…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Families Forward and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Families Forward multi-year asset trail

Sponsor-wide plan assets over time

All Families Forward plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.33383482928177% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.86M $5.11M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 72 $4M
2023 1 61 $5M
2024 1 50 $5M

Families Forward filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$370K
Employer EIN330086043
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

403(b) Thrift Plan of Families Forward vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan of Families Forward, Total assets ($B): 0.005113959 · Participants: 50403(b) Thrift Plan of Families ForwardGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
403(b) Thrift Plan of Families Forward vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Families Forward side-by-side with 3 peers →

403(b) Thrift Plan of Families Forward's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Total Utility Management Services LLC, 401(k) Plan in TX ($5M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 of Families Forward assets move in 2024? ▼
403(b) Thrift Plan of Families Forward grew at a solid clip - up 9.9% during 2024, from $5M to $5M. Reported net income was $370K.
How have Families Forward plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Families Forward's sponsor-wide assets grew 32.3%, from $4M to $5M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Families Forward? ▼
Among 401(k) plans in other states, the closest by assets is Total Utility Management Services LLC, 401(k) Plan in TX ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Families Forward? ▼
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 participants, N/A 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 330086043.

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.