401(k) · DOL Form 5500 · 2023

Sf Partners, Inc 401(k) Plan

Data updated 2026-08-25

$98K
Total assets Small plan by assets
6
Participants Small participant base
6th
Percentile by assets National rank
$16,293
Avg per participant Low balance/head
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Official DOL plan name: Sf Partners, Inc 401(k) Plan · Sponsored by Sf Partners, Inc · North Carolina · Professional & Technical Services

$98K in assets, 6 participants

Sf Partners, Inc's Sf Partners, Inc 401(k) Plan reported $98K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,093 in Professional & Technical Services (20,321 peers)

Sf Partners, Inc multi-year trail

Sf Partners, Inc's plans moved -75.6% in assets from 2022 to 2024; this filing shows Sf Partners, Inc 401(k) Plan at $98K / 6 participants.

#1,093
in Professional & Technical Services (20,321 peers)
-68.4%
assets change YoY

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sf Partners, Inc 401(k) Plan among the smaller filed plans by assets

Sf Partners, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$97,757 6th percentile higher than 6% of 127,068 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 2023

Sf Partners, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sf Partners, Inc 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sf Partners, Inc 401(k) Plan reported net income fell from $134K in the plan year 2022 filing to -$212K in the plan year 2023 filing.
  • Sf Partners, Inc 401(k) Plan end-of-year assets fell from $310K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Sf Partners, Inc 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831850531 · Sf Partners, Inc PY 2023 · 401(k)

Sf Partners, Inc 401(k) Plan · $98K · 6 · 6th

  • SCH $98K
  • EBSA 6
  • PART 6th
  • TYPE 401(k)
  • NET near Co Logistics LLC 401(k) Plan
  • BOOK ind #1093

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Sf Partners, Inc 401(k) Plan in the asset neighbourhood

Sf Partners, Inc 401(k) Plan$98KCo Logistics LLC 401(k) Plan$98KTrg Enterprises, Inc. 401(k) PlanTrg Enterprises, Inc. 401(k)…$98KConcorde Career Colleges, Inc. 401(k) Retirement Savings PlanConcorde Career Colleges, In…$98KA & C Services Inc 401(k) PlanA & C Services Inc 401(k) Pl…$98K
End-of-year total assets ($M) among Sf Partners, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sf Partners, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Sf Partners, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$76K 75.62564355828418% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.31M $0.08M ▼ -74.2%
Year Plans Participants Total Assets
2022 1 4 $310K
2023 1 6 $98K
2024 1 2 $76K

Sf Partners, Inc filing trail (2023)

Total Assets (Beginning of Year)$310K
Net Assets (End of Year)$98K
Net Income-$212K
Employer EIN831850531
Plan Effective Date2018-09-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Sf Partners, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sf Partners, Inc 401(k) Plan, Total assets ($B): 0.000097757 · Participants: 6Sf Partners, Inc 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sf Partners, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sf Partners, Inc 401(k) Plan side-by-side with 3 peers →

Sf Partners, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Co Logistics LLC 401(k) Plan in FL ($98K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 did Sf Partners, Inc 401(k) Plan assets move in 2023? ▼
Sf Partners, Inc 401(k) Plan contracted severely - down 68.4% during 2023, from $310K to $98K. Reported net income was -$212K.
How have Sf Partners, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sf Partners, Inc's sponsor-wide assets declined 75.6%, from $310K to $76K.
Where does Sf Partners, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Sf Partners, Inc 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sf Partners, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Co Logistics LLC 401(k) Plan in FL ($98K, 63 participants).
Which 401(k) plans cover a similar participant headcount to Sf Partners, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831850531.

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.