401(k) · DOL Form 5500 · 2024
Family Allergy Mso, LLC 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 459
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $81,142
- Avg per participant Below avg balance/head
Official DOL plan name: Family Allergy & Asthma Safe Harbor 401(k) Plan · Sponsored by Family Allergy Mso, LLC · Kentucky · Healthcare & Social Assistance
$37M in assets, 459 participants
Family Allergy Mso, LLC's Family Allergy & Asthma Safe Harbor 401(k) Plan reported $37M in total assets and 459 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,087 in Healthcare & Social Assistance (16,916 peers)
Where Family Allergy & Asthma Safe Harbor 401(k) Plan sits by assets
Family Allergy & Asthma Safe Harbor 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 459 participants (~$81,142/participant), up 8.1% in 2024.
- #14,087
- in Healthcare & Social Assistance (16,916 peers)
- +8.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Family Allergy & Asthma Safe Harbor 401(k) Plan's outsized position by total assets
Family Allergy & Asthma Safe Harbor 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,244,098 Top 20% higher than 80% 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
Family Allergy & Asthma Safe Harbor 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 Allergy & Asthma Safe Harbor 401(k) Plan sits mid-pack in the medium band (459 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Allergy & Asthma Safe Harbor 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Family Allergy & Asthma Safe Harbor 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
DOL schedule card
Filing strip 824503357 · Family Allergy Mso, LLC PY 2024 · 401(k)
Family Allergy & Asthma Safe Harbor 401(k) Plan · $37M · 459 · 80th
- PCT $37M
- EIN 459
- RANK 80th
- PHOTO 401(k)
- IND near Cstk Retirement Plan
- EOY ind #14087
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 Kentucky →
Family Allergy & Asthma Safe Harbor 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $1M |
| Employer EIN | 824503357 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Allergy Mso, LLC)
Sponsor-wide plan assets over time
All Family Allergy Mso, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 35.76022133917315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $27M |
| 2023 | 1 | 457 | $34M |
| 2024 | 1 | 459 | $37M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Family Allergy & Asthma Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Cstk Retirement Plan in KS ($37M); by covered participants it is Servpro Industries, LLC 401(k) Plan in TN (459 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Cstk Retirement Plan (KS) $37M · 643
- Ovation Healthcare Retirement Savings Plan (TN) $37M · 862
- Tumac Lumber Co., Inc. Profit Sharing Trust (WA) $37M · 114
- Codilis & Associates, P. C. 401(k) Profit Sharing Plan (IL) $37M · 305
Similar participant headcount
Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.
- Servpro Industries, LLC 401(k) Plan (TN) 459 · 0 off
- Dendreon 401(k) Plan (CA) 459 · 0 off
- Tapestry Solutions, Inc. Retirement Plan (CA) 459 · 0 off
- Crossfirst Bankshares, Inc. 401(k) Plan (KS) 459 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.