Other · DOL Form 5500 · 2024

Family Resources Agency Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
383
Participants Below avg headcount
55th
Percentile by assets National rank
$24,867
Avg per participant Low balance/head
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Official DOL plan name: Family Resource Agency Inc. 403(b) Retirement Plan · Sponsored by Family Resources Agency Inc. · Tennessee · Other Services

$10M in assets, 383 participants

Family Resources Agency Inc.'s Family Resource Agency Inc. 403(b) Retirement Plan reported $10M in total assets and 383 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,700 in Other Services (7,719 peers)

Coverage in Tennessee

Family Resource Agency Inc. 403(b) Retirement Plan covers 383 participants in Tennessee, about 34% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#5,700
in Other Services (7,719 peers)
+11.9%
assets growth YoY

Family Resource Agency Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Family Resource Agency Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$9,523,885 Top 45% higher than 55% 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 Resource Agency Inc. 403(b) Retirement 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 Resource Agency Inc. 403(b) Retirement Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Resource Agency Inc. 403(b) Retirement Plan reported participants fell from 455 in the plan year 2023 filing to 383 in the plan year 2024 filing.
  • Family Resource Agency Inc. 403(b) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Family Resource Agency Inc. 403(b) Retirement Plan reported net income rose from $961K 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 620876593 · Family Resources Agency Inc. PY 2024 · Other

Family Resource Agency Inc. 403(b) Retirement Plan · $10M · 383 · 55th

  • PART $10M
  • TYPE 383
  • NET 55th
  • BOOK Other
  • VS-ST near Creative Alternatives, Inc Employee Savings Plan
  • BOY ind #5700

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 Other Services retirement plans → · Plans in Tennessee →

Family Resource Agency Inc. 403(b) Retirement Plan in the asset neighbourhood

Planned Parenthood California Central Coast 403(b) PlanPlanned Parenthood Californi…$10MThe Rochester School of the Holy Childhood, Inc. 4The Rochester School of the …$10MSoutheast Alabama Rural Health Associates 403(b) PlanSoutheast Alabama Rural Heal…$10MFamily Resource Agency Inc. 403(b) Retirement PlanFamily Resource Agency Inc. …$10MCreative Alternatives, Inc Employee Savings PlanCreative Alternatives, Inc E…$10M
End-of-year total assets ($M) among Family Resource Agency Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN620876593
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Resources Agency Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$10M 26.116092562702264% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.55M $9.52M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 300 $8M
2023 1 455 $9M
2024 1 383 $10M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Family Resource Agency Inc. 403(b) Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Family Resource Agency Inc. 403(b) Retirement Plan, Total assets ($B): 0.009523885 · Participants: 383Family Resource Agency Inc. 403(b) Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Family Resource Agency Inc. 403(b) Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Family Resource Agency Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Family Resource Agency Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Creative Alternatives, Inc Employee Savings Plan in CA ($10M); by covered participants it is Joint Township District Memorial Hospital Deferred Annuity Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Resource Agency Inc. 403(b) Retirement Plan assets move in 2024? ▼
Family Resource Agency Inc. 403(b) Retirement Plan grew at a solid clip - up 11.9% during 2024, from $9M to $10M. Reported net income was $1M.
How have Family Resources Agency Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Resources Agency Inc.'s sponsor-wide assets grew 26.1%, from $8M to $10M.
Which Other plans are similar in size to Family Resource Agency Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Creative Alternatives, Inc Employee Savings Plan in CA ($10M, 199 participants).
Which Other plans cover a similar participant headcount to Family Resource Agency Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Joint Township District Memorial Hospital Deferred Annuity Plan in OH (383 participants, $34M 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 620876593.

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.