Other · DOL Form 5500 · 2024
Family Services of Northeast Wisconsin, Incorporated Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 319
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $47,007
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat · Sponsored by Family Services of Northeast Wisconsin, Incorporated · Wisconsin · Healthcare & Social Assistance
$15M in assets, 319 participants
Family Services of Northeast Wisconsin, Incorporated's 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat reported $15M in total assets and 319 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,741 in Healthcare & Social Assistance (16,916 peers)
Family Services of Northeast Wisconsin, Incorporated multi-year trail
Family Services of Northeast Wisconsin, Incorporated's plans moved +13.0% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat at $15M / 319 participants.
- #11,741
- in Healthcare & Social Assistance (16,916 peers)
- +8.6%
- assets growth YoY
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,995,185 Top 36% higher than 64% 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
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat 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 of Family Services of Northeast Wisconsin, Incorporat sits mid-pack in the medium band (319 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat reported net income rose from $547K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat reported participants rose from 250 in the plan year 2023 filing to 319 in the plan year 2024 filing.
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390827320 · Family Services of Northeast Wisconsin, Incorporated PY 2024 · Other
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat · $15M · 319 · 64th
- PART $15M
- TYPE 319
- NET 64th
- BOOK Other
- VS-ST near Evergreen Goodwill of Northwest Washington 403(b) Plan
- BOY ind #11741
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 Wisconsin →
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat in the asset neighbourhood
Family Services of Northeast Wisconsin, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Family Services of Northeast Wisconsin, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 13.029481373318013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $13M |
| 2023 | 1 | 250 | $14M |
| 2024 | 1 | 319 | $15M |
Family Services of Northeast Wisconsin, Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 390827320 |
| Plan Effective Date | 2007-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA ($15M); by covered participants it is New York Public Radio Retirement Plan in NY (319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Evergreen Goodwill of Northwest Washington 403(b) Plan (WA) $15M · 1,956
- Tilton School DC Retirement Plan (NH) $15M · 141
- Donorconnect 403(b) Retirement Plan (UT) $15M · 156
- Cobleskill Regional Hospital 403(b) Retirement Plan (NY) $15M · 199
Similar participant headcount
Nearest other-state filings by covered participants (319 participants); asset peers above are excluded.
- New York Public Radio Retirement Plan (NY) 319 · 0 off
- The Wistar Institute Retirement Savings Program (PA) 319 · 0 off
- Sheet Metal Workers Local No.83 Annuity Fund (NY) 319 · 0 off
- Nuestra Clinica Del Valle Employees Retirement Plan (TX) 319 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.