Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FAMILY SERVICES, INC.

This Defined Benefit (Pension) plan holds $2M in total assets and serves 16 participants as of 2024. It is sponsored by FAMILY SERVICES, INC. in North Carolina. The plan reported a net loss of $392K for the year.

Total Assets (2023)
$2M
Participants
16
Industry
Healthcare & Social Assistance

What the Filing Says About EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.

EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. is a Defined Benefit (Pension) retirement plan sponsored by FAMILY SERVICES, INC., headquartered in North Carolina. As of the 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 16 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 560689235, and the plan has been effective since 1981-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $2M at year-end — a decline of 14.5%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-392,112 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-392,112
Plan TypeDefined Benefit (Pension)
Employer EIN560689235
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAMILY SERVICES, INC.)

Year Plans Participants Total Assets
2022 2 186 $4M
2023 1 18 $3M
2024 1 16 $2M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.?
As of the 2024 Form 5500 filing, EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. holds $2M in total assets with 16 participants. It is sponsored by FAMILY SERVICES, INC..
What type of plan is EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.?
EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. is a Defined Benefit (Pension) plan. It has been effective since 1981-01-01. The plan is filed with the U.S. Department of Labor under EIN 560689235.
Who sponsors the EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.?
EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. is sponsored by FAMILY SERVICES, INC., located in North Carolina. The sponsor's EIN is 560689235 and the plan operates in the Healthcare & Social Assistance industry.
How did EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. perform in 2024?
EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. declined by 14.5% during 2024, moving from $3M to $2M in total assets. Net income was $-392,112.
Where can I find official filings for EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.?
Official Form 5500 filings for EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560689235 or plan name at efast.dol.gov.
How does EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. compare to other plans?
You can compare EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. against other Defined Benefit (Pension) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 560689235.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.