Other · DOL Form 5500 · 2023
Family Resources Agency Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 455
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $18,709
- Avg per participant Low balance/head
Official DOL plan name: Family Resource Agency Inc. 403(b) Retirement Plan · Sponsored by Family Resources Agency Inc. · Tennessee · Other Services
$9M in assets, 455 participants
Family Resources Agency Inc.'s Family Resource Agency Inc. 403(b) Retirement Plan reported $9M in total assets and 455 participants in its 2023 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.
- #5,814 in Other Services (7,857 peers)
Coverage in Tennessee
Family Resource Agency Inc. 403(b) Retirement Plan covers 455 participants in Tennessee, about 40% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.
- #5,814
- in Other Services (7,857 peers)
- +12.7%
- 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 2023 · DOL Form 5500
$8,512,621 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Family Resource Agency Inc. 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 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 (455 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Resource Agency Inc. 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $961K in the plan year 2023 filing.
- Family Resource Agency Inc. 403(b) Retirement Plan reported participants rose from 300 in the plan year 2022 filing to 455 in the plan year 2023 filing.
- Family Resource Agency Inc. 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620876593 · Family Resources Agency Inc. PY 2023 · Other
Family Resource Agency Inc. 403(b) Retirement Plan · $9M · 455 · 55th
- PHOTO $9M
- PHOTO 455
- PHOTO 55th
- PHOTO Other
- PHOTO near West County Health Centers Inc. 403b Plan
- PHOTO ind #5814
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
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $961K |
| Employer EIN | 620876593 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING 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
| 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.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
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 West County Health Centers Inc. 403b Plan in CA ($9M); by covered participants it is United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan in CO (455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (455 participants); asset peers above are excluded.
- United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan (CO) 455 · 0 off
- Lawrence Technological University DC Retirement Plan (MI) 455 · 0 off
- Work, Inc. 403(b) Plan (MA) 455 · 0 off
- American Association for the Advancement of Science Defined Contribution Plan (DC) 455 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.