401(k) · DOL Form 5500 · 2024

Family Service Association 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
229
Participants Below avg headcount
24th
Percentile by assets National rank
$5,017
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Family Service Association · Sponsored by Family Service Association · California · Healthcare & Social Assistance

$1M in assets, 229 participants

Family Service Association's 403(b) Thrift Plan for Employees of Family Service Association reported $1M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,446 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

403(b) Thrift Plan for Employees of Family Service Association covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $1M.

#3,446
in Healthcare & Social Assistance (16,916 peers)
+32.1%
assets growth YoY

403(b) Thrift Plan for Employees of Family Service Association among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Family Service Association vs every filed plan by assets

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

$1,148,804 24th percentile higher than 24% 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 for Employees of Family Service Association 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 for Employees of Family Service Association sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Family Service Association reported net income rose from $89K in the plan year 2023 filing to $279K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Family Service Association end-of-year assets rose from $870K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951803694 · Family Service Association PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Family Service Association · $1M · 229 · 24th

  • BOOK $1M
  • VS-ST 229
  • BOY 24th
  • SCH 401(k)
  • EBSA near Aj Machining, LLC 401(k)/Profit Sharing Plan
  • PART ind #3446

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 for Employees of Family Service Association in the asset neighbourhood

403(b) Thrift Plan for Employees of Family Service Association403(b) Thrift Plan for Emplo…$1MAj Machining, LLC 401(k)/Profit Sharing PlanAj Machining, LLC 401(k)/Pro…$1MVisimax Technologies, Inc. 401(k) Profit Sharing PlanVisimax Technologies, Inc. 4…$1MVerus Capital Ventures, Inc. 401(k) Profit Sharing PlanVerus Capital Ventures, Inc.…$1MBeachwood Adventures, Inc. 401(k) Profit Sharing PlanBeachwood Adventures, Inc. 4…$1M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Family Service Association and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$870K
Net Assets (End of Year)$1M
Net Income$279K
Employer EIN951803694
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Service Association)

Sponsor-wide plan assets over time

All Family Service Association plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.85622237773701% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.79M $1.15M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 144 $793K
2023 1 227 $870K
2024 1 229 $1M

Nearby 401(k) Plans in California

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

403(b) Thrift Plan for Employees of Family Service Association vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Family Service Association, Total assets ($B): 0.001148804 · Participants: 229403(b) Thrift Plan for Employees of Family Service AssociationGoogle 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 for Employees of Family Service Association vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Family Service Association side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Family Service Association's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aj Machining, LLC 401(k)/Profit Sharing Plan in MN ($1M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 for Employees of Family Service Association assets move in 2024? ▼
403(b) Thrift Plan for Employees of Family Service Association surged - up 32.1% during 2024, from $870K to $1M. Reported net income was $279K.
How have Family Service Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Service Association's sponsor-wide assets grew 44.9%, from $793K to $1M.
Where does 403(b) Thrift Plan for Employees of Family Service Association rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Family Service Association ranks in the 24th 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 403(b) Thrift Plan for Employees of Family Service Association? ▼
Among 401(k) plans in other states, the closest by assets is Aj Machining, LLC 401(k)/Profit Sharing Plan in MN ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Family Service Association? ▼
Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 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 951803694.

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.