401(k) · DOL Form 5500 · 2024

The Family Partnership 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
117
Participants Small participant base
40th
Percentile by assets National rank
$38,350
Avg per participant Low balance/head
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Official DOL plan name: The Family Partnership 403(b) Retirement Savings Plan · Sponsored by The Family Partnership · Minnesota · Healthcare & Social Assistance

$4M in assets, 117 participants

The Family Partnership's The Family Partnership 403(b) Retirement Savings Plan reported $4M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,178 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

The Family Partnership 403(b) Retirement Savings Plan covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#7,178
in Healthcare & Social Assistance (16,916 peers)
+8.1%
assets growth YoY

The Family Partnership 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Family Partnership 403(b) Retirement Savings Plan vs every filed plan by assets

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

$4,486,950 40th percentile higher than 40% 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

The Family Partnership 403(b) Retirement Savings 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. The Family Partnership 403(b) Retirement Savings Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Family Partnership 403(b) Retirement Savings Plan reported net income fell from $787K in the plan year 2023 filing to $337K in the plan year 2024 filing.
  • The Family Partnership 403(b) Retirement Savings Plan reported participants rose from 93 in the plan year 2023 filing to 117 in the plan year 2024 filing.
  • The Family Partnership 403(b) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410693858 · The Family Partnership PY 2024 · 401(k)

The Family Partnership 403(b) Retirement Savings Plan · $4M · 117 · 40th

  • EOY $4M
  • EOY 117
  • EOY 40th
  • EOY 401(k)
  • EOY near Stowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) Plan
  • EOY ind #7178

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 Minnesota →

The Family Partnership 403(b) Retirement Savings Plan in the asset neighbourhood

The Family Partnership 403(b) Retirement Savings PlanThe Family Partnership 403(b…$4MStowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) PlanStowell, Zeilenga, Ruth, Vau…$4MNavika Capital Group, LLC 401(k) Profit Sharing PlanNavika Capital Group, LLC 40…$4MTool-Gauge and Machine Works, Inc. 401(k) Profit Sharing PlanTool-Gauge and Machine Works…$4MJames N. Eickholz, Md, Psc 401(k) Profit Sharing PlanJames N. Eickholz, Md, Psc 4…$4M
End-of-year total assets ($M) among The Family Partnership 403(b) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$337K
Employer EIN410693858
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Family Partnership)

Sponsor-wide plan assets over time

All The Family Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.809920516213545% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.46M $4.49M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 76 $3M
2023 1 93 $4M
2024 1 117 $4M

Nearby 401(k) Plans in Minnesota

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

The Family Partnership 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants The Family Partnership 403(b) Retirement Savings Plan, Total assets ($B): 0.00448695 · Participants: 117The Family Partnership 403(b) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
The Family Partnership 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Family Partnership 403(b) Retirement Savings Plan side-by-side with 3 peers →

The Family Partnership 403(b) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Stowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) Plan in CA ($4M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 The Family Partnership 403(b) Retirement Savings Plan assets move in 2024? ▼
The Family Partnership 403(b) Retirement Savings Plan grew at a solid clip - up 8.1% during 2024, from $4M to $4M. Reported net income was $337K.
How have The Family Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Family Partnership's sponsor-wide assets grew 29.8%, from $3M to $4M.
Which 401(k) plans are similar in size to The Family Partnership 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stowell, Zeilenga, Ruth, Vaughn & Treiger LLP 401(k) Plan in CA ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to The Family Partnership 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 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 410693858.

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.