Money Purchase · DOL Form 5500 · 2023

Children and Families First Money Purchase Plan

Data updated 2026-08-25

N/A
Total assets
342
Participants Below avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Children and Families First 401(a) Mpp Plan · Sponsored by Children and Families First · North Carolina · Other Services

N/A in assets, 342 participants

Children and Families First's Children and Families First 401(a) Mpp Plan reported N/A in total assets and 342 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in North Carolina

Children and Families First 401(a) Mpp Plan covers 342 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: N/A.

-$6M
reported net income

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Children and Families First 401(a) Mpp Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Children and Families First 401(a) Mpp Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Children and Families First 401(a) Mpp Plan reported net income fell from -$1M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Children and Families First 401(a) Mpp Plan reported participants fell from 373 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560863474 · Children and Families First PY 2023 · Money Purchase

Children and Families First 401(a) Mpp Plan · N/A · 342

  • BOY N/A
  • SCH 342
  • EBSA PY 2023
  • PART Money Purchase
  • TYPE near Annuity Fund of Local 274
  • NET -$6M

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 Other Services retirement plans → · Plans in North Carolina →

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)N/A
Net Income-$6M
Employer EIN560863474
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children and Families First)

Sponsor-wide plan assets over time

All Children and Families First plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.302265356642977% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $11.3M $9.08M ▼ -19.4%
Year Plans Participants Total Assets
2022 2 598 $11M
2023 2 565 $7M
2024 1 325 $9M

Nearby Money Purchase Plans in North Carolina

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Children and Families First 401(a) Mpp Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 5 data points. -50005001000150020002500 0100200300400500600 Total assets ($M) Participants Money Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension Plan
Children and Families First 401(a) Mpp Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants

Children and Families First 401(a) Mpp Plan's closest out-of-state Money Purchase peers by headcount

Outside North Carolina, the nearest Money Purchase by covered participants is Annuity Fund of Local 274 in NJ (340 participants; this filing: 342 participants).

Similar participant headcount

Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Children and Families First plan assets changed over time?
Across 3 plan years on file (2022-2024), Children and Families First's sponsor-wide assets declined 19.3%, from $11M to $9M.
Which Money Purchase plans cover a similar participant headcount to Children and Families First 401(a) Mpp Plan?
Among Money Purchase plans in other states, the closest by covered participants is Annuity Fund of Local 274 in NJ (340 participants, $152M in assets).