401(k) · DOL Form 5500 · 2024

Family Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
147
Participants Small participant base
33rd
Percentile by assets National rank
$18,873
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Resources, Inc. 401(k) Plan · Sponsored by Family Resources, Inc. · Iowa · Healthcare & Social Assistance

$3M in assets, 147 participants

Family Resources, Inc.'s Family Resources, Inc. 401(k) Plan reported $3M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,572 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Family Resources, Inc. 401(k) Plan covers 147 participants in Iowa, about 24% of the average Iowa filer (state average ~609 per filing). Assets: $3M.

#5,572
in Healthcare & Social Assistance (16,916 peers)
-1.7%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Family Resources, Inc. 401(k) Plan among the smaller filed plans by assets

Family Resources, Inc. 401(k) Plan vs every filed plan by assets

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

$2,774,325 33rd percentile higher than 33% 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

Family Resources, Inc. 401(k) 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. Family Resources, Inc. 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Resources, Inc. 401(k) Plan reported net income fell from $471K in the plan year 2023 filing to -$47K in the plan year 2024 filing.
  • Family Resources, Inc. 401(k) Plan reported participants fell from 161 in the plan year 2023 filing to 147 in the plan year 2024 filing.
  • Family Resources, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420698225 · Family Resources, Inc. PY 2024 · 401(k)

Family Resources, Inc. 401(k) Plan · $3M · 147 · 33rd

  • VS-ST $3M
  • VS-ST 147
  • VS-ST 33rd
  • VS-ST 401(k)
  • VS-ST near Allied Trustee Services Retirement Savings Plan
  • VS-ST ind #5572

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 Iowa →

Family Resources, Inc. 401(k) Plan in the asset neighbourhood

Family Resources, Inc. 401(k) PlanFamily Resources, Inc. 401(k…$3MAllied Trustee Services Retirement Savings PlanAllied Trustee Services Reti…$3MAnadarko Dozer & Trucking 401(k) PlanAnadarko Dozer & Trucking 40…$3MW G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & TrustW G Shaheen & Associates Ltd…$3MMonticello Consulting Group in 401(k) Profit Sharing Plan & TrustMonticello Consulting Group …$3M
End-of-year total assets ($M) among Family Resources, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$47K
Employer EIN420698225
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Resources, Inc.)

Sponsor-wide plan assets over time

All Family Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.45514837395163% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.34M $2.77M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 162 $2M
2023 1 161 $3M
2024 1 147 $3M

Nearby 401(k) Plans in Iowa

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

Family Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Family Resources, Inc. 401(k) Plan, Total assets ($B): 0.002774325 · Participants: 147Family Resources, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Family Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Family Resources, Inc. 401(k) Plan side-by-side with 3 peers →

Family Resources, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Allied Trustee Services Retirement Savings Plan in CA ($3M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Family Resources, Inc. 401(k) Plan assets move in 2024? ▼
Family Resources, Inc. 401(k) Plan edged down modestly - down 1.7% during 2024, from $3M to $3M. Reported net income was -$47K.
How have Family Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Resources, Inc.'s sponsor-wide assets grew 18.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Family Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Trustee Services Retirement Savings Plan in CA ($3M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Family Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 420698225.

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.