401(k) · DOL Form 5500 · 2022

2021 Family Investments Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
37th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: 2021 Investments 401(k) · Sponsored by 2021 Family Investments Inc. · Florida · Arts, Entertainment & Recreation

$2M in assets, 1 participants

2021 Family Investments Inc.'s 2021 Investments 401(k) reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,738 in Arts, Entertainment & Recreation (3,077 peers)

2021 Family Investments Inc. multi-year trail

2021 Family Investments Inc.'s plans moved -92.3% in assets from 2022 to 2023; this filing shows 2021 Investments 401(k) at $2M / 1 participant.

#1,738
in Arts, Entertainment & Recreation (3,077 peers)
+2035.4%
assets growth YoY

2021 Investments 401(k)'s mid-pack asset rank among Arts, Entertainment & Recreation and all filers

2021 Investments 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,392,594 37th percentile higher than 37% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

2021 Investments 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 2021 Investments 401(k) is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 862178417 · 2021 Family Investments Inc. PY 2022 · 401(k)

2021 Investments 401(k) · $2M · 1 · 37th

  • EOY $2M
  • EOY 1
  • EOY 37th
  • EOY 401(k)
  • EOY near Candor-Ags, Inc. 401(k) Plan
  • EOY ind #1738

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

2021 Investments 401(k) in the asset neighbourhood

2021 Investments 401(k)$2MCandor-Ags, Inc. 401(k) Plan$2MVan Maanen Electric, Inc. 401(k) PlanVan Maanen Electric, Inc. 40…$2MPuget Sound Cooperative Credit Union 401(k) PlanPuget Sound Cooperative Cred…$2MMiddlemist Crouch & Co 401(k) PlanMiddlemist Crouch & Co 401(k…$2M
End-of-year total assets ($M) among 2021 Investments 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2021 Family Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 2021 Family Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$184K 92.32201535237488% vs 2022
2023 filing year
$0M$1M$2M$3M 20222023 $2.39M $0.18M ▼ -92.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $184K

2021 Family Investments Inc. filing trail (2022)

Total Assets (Beginning of Year)$112K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN862178417
Plan Effective Date2021-02-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

2021 Investments 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants 2021 Investments 401(k), Total assets ($B): 0.002392594 · Participants: 12021 Investments 401(k)L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
2021 Investments 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 2021 Investments 401(k) side-by-side with 3 peers →

2021 Investments 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Candor-Ags, Inc. 401(k) Plan in CA ($2M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). 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 (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 2021 Investments 401(k) assets move in 2022? ▼
2021 Investments 401(k) surged - up 2035.4% during 2022, from $112K to $2M. Reported net income was $2M.
How have 2021 Family Investments Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), 2021 Family Investments Inc.'s sponsor-wide assets declined 92.3%, from $2M to $184K.
Which 401(k) plans are similar in size to 2021 Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Candor-Ags, Inc. 401(k) Plan in CA ($2M, 234 participants).
Which 401(k) plans cover a similar participant headcount to 2021 Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862178417.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.