401(k) · DOL Form 5500 · 2024

Family Tree Service, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
137
Participants Small participant base
83rd
Percentile by assets National rank
$340,371
Avg per participant High balance/head
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Official DOL plan name: Family Tree Service, Inc. Retirement Savings Plan · Sponsored by Family Tree Service, Inc. · California · Administrative & Support Services

$47M in assets, 137 participants

Family Tree Service, Inc.'s Family Tree Service, Inc. Retirement Savings Plan reported $47M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,001 in Administrative & Support Services (4,368 peers)

Coverage in California

Family Tree Service, Inc. Retirement Savings Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $47M.

#4,001
in Administrative & Support Services (4,368 peers)
+31.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Family Tree Service, Inc. Retirement Savings Plan's outsized position by total assets

Family Tree Service, Inc. Retirement Savings Plan vs every filed plan by assets

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

$46,630,821 Top 17% higher than 83% 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 Tree Service, Inc. Retirement Savings 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 Tree Service, Inc. Retirement Savings Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Tree Service, Inc. Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Family Tree Service, Inc. Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Family Tree Service, Inc. Retirement Savings Plan reported participants rose from 135 in the plan year 2023 filing to 137 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 412075122 · Family Tree Service, Inc. PY 2024 · 401(k)

Family Tree Service, Inc. Retirement Savings Plan · $47M · 137 · 83rd

  • RANK $47M
  • PHOTO 137
  • IND 83rd
  • EOY 401(k)
  • 5500 near Sherrill Savings and Profit Sharing Plan
  • ASSETS ind #4001

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 Administrative & Support Services retirement plans → · Plans in California →

Family Tree Service, Inc. Retirement Savings Plan in the asset neighbourhood

Family Tree Service, Inc. Retirement Savings PlanFamily Tree Service, Inc. Re…$47MSherrill Savings and Profit Sharing PlanSherrill Savings and Profit …$47MDerry Medical Center 401(k) PlanDerry Medical Center 401(k) …$47MCalero-Mdsl 401(k) Plan$47MOutreach 401(k) Plan$47M
End-of-year total assets ($M) among Family Tree Service, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$47M
Net Income$11M
Employer EIN412075122
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Tree Service, Inc.)

Sponsor-wide plan assets over time

All Family Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 64.80497461224596% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.3M $46.6M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 140 $28M
2023 1 135 $35M
2024 1 137 $47M

Nearby 401(k) Plans in California

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

Family Tree Service, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Family Tree Service, Inc. Retirement Savings Plan, Total assets ($B): 0.046630821 · Participants: 137Family Tree Service, Inc. Retirement Savings PlanGoogle 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
Family Tree Service, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Family Tree Service, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Sherrill Savings and Profit Sharing Plan in NC ($47M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Tree Service, Inc. Retirement Savings Plan assets move in 2024? ▼
Family Tree Service, Inc. Retirement Savings Plan surged - up 31.9% during 2024, from $35M to $47M. Reported net income was $11M.
How have Family Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Tree Service, Inc.'s sponsor-wide assets grew 64.8%, from $28M to $47M.
Where does Family Tree Service, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Family Tree Service, Inc. Retirement Savings Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Family Tree Service, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sherrill Savings and Profit Sharing Plan in NC ($47M, 966 participants).
Which 401(k) plans cover a similar participant headcount to Family Tree Service, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 412075122.

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.