Other · DOL Form 5500 · 2024
Metropolitan Family Service, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 347
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $19,739
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. · Sponsored by Metropolitan Family Service, Inc. · Oregon · Healthcare & Social Assistance
$7M in assets, 347 participants
Metropolitan Family Service, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. reported $7M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,863 in Healthcare & Social Assistance (16,916 peers)
Metropolitan Family Service, Inc. multi-year trail
Metropolitan Family Service, Inc.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. at $7M / 347 participants.
- #8,863
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,849,272 48th percentile higher than 48% 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. reported participants rose from 106 in the plan year 2022 filing to 347 in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. reported net income rose from $699K in the plan year 2022 filing to $891K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930397825 · Metropolitan Family Service, Inc. PY 2024 · Other
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. · $7M · 347 · 48th
- EBSA $7M
- EBSA 347
- EBSA 48th
- EBSA Other
- EBSA near 403(b) Thrift Plan of Community Action Partnership
- EBSA ind #8863
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 Oregon →
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. in the asset neighbourhood
Metropolitan Family Service, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Metropolitan Family Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 35.0087232789831% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $5M |
| 2024 | 1 | 347 | $7M |
Metropolitan Family Service, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $891K |
| Employer EIN | 930397825 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc.'s out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is 403(b) Thrift Plan of Community Action Partnership in ND ($7M); by covered participants it is Falcons Landing 403(b) Plan in VA (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Falcons Landing 403(b) Plan (VA) 347 · 0 off
- The Fessenden School Retirement Plan (MA) 347 · 0 off
- Area Agency on Aging of Southeast Arkansas Retirement Plan (AR) 347 · 0 off
- John Cooper School Defined Contribution Retirement Plan (TX) 348 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.