Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS SERVICES, INC.

Name: BIG BROTHERS BIG SISTERS SERVICES, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS SERVICES, INC. (2025) Form 5500
Creator: BIG BROTHERS BIG SISTERS SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS SERVICES, INC., BIG BROTHERS BIG SISTERS SERVICES, INC.

BIG BROTHERS BIG SISTERS SERVICES, INC.EIN 54-0702502Plan #001PY 2025

1601 WILLOW LAWN DRIVE SUITE 304, #1348 - RICHMOND, VA 23230804-261-4940

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$291K

+14.8% from 2024

Total participants

-9.5% from 2024

Average account balance

$15,301

+20.8% from 2024

Annual return

10.97%

-5.01 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$291K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$15K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

380.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.97%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$279

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$1061 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.824%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,301

$172,111-91.1%

$150,298-89.8%

$137,256-88.9%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

10.97%

69.37%-58.4pp

62.79%-51.8pp

220.34%-209.4pp

Employer contribution / active EE

$1,138

$4,636-75.4%

$4,154-72.6%

$4,156-72.6%

Participant deferral / active EE

$1,794

$6,166-70.9%

$5,453-67.1%

$6,407-72.0%

Admin fee / account holder

$279

$16,471-98.3%

$14,116-98.0%

$12,270-97.7%

403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion