Defined Benefit (Pension) · DOL Form 5500 · 2024
Family Services, Inc. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $144,314
- Avg per participant Above avg balance/head
Official DOL plan name: Employee Benefits Plan of Family Services, Inc. · Sponsored by Family Services, Inc. · North Carolina · Healthcare & Social Assistance
$2M in assets, 16 participants
Family Services, Inc.'s Employee Benefits Plan of Family Services, Inc. reported $2M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,030 in Healthcare & Social Assistance (16,916 peers)
Family Services, Inc. multi-year trail
Family Services, Inc.'s plans moved -43.6% in assets from 2022 to 2024; this filing shows Employee Benefits Plan of Family Services, Inc. at $2M / 16 participants.
- #5,030
- in Healthcare & Social Assistance (16,916 peers)
- -14.5%
- assets change YoY
The plan reported a net loss of $392K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employee Benefits Plan of Family Services, Inc. among the smaller filed plans by assets
Employee Benefits Plan of Family Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,309,021 31st percentile higher than 31% 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
Employee Benefits Plan of Family Services, Inc. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefits Plan of Family Services, Inc. is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employee Benefits Plan of Family Services, Inc. reported net income fell from $479K in the plan year 2023 filing to -$392K in the plan year 2024 filing.
- Employee Benefits Plan of Family Services, Inc. end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Employee Benefits Plan of Family Services, Inc. reported participants fell from 18 in the plan year 2023 filing to 16 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 560689235 · Family Services, Inc. PY 2024 · Defined Benefit (Pension)
Employee Benefits Plan of Family Services, Inc. · $2M · 16 · 31st
- BOOK $2M
- VS-ST 16
- BOY 31st
- SCH Defined Benefit (Pension)
- EBSA near Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan
- PART ind #5030
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 North Carolina →
Employee Benefits Plan of Family Services, Inc. in the asset neighbourhood
Family Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 43.61999784639629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 186 | $4M |
| 2023 | 1 | 18 | $3M |
| 2024 | 1 | 16 | $2M |
Family Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$392K |
| Employer EIN | 560689235 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
Employee Benefits Plan of Family Services, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Pension Plan of the Genesee Valley Presbyterian Nursing Center in NY (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.