401(k) · DOL Form 5500 · 2023

J Family Investments Inc. 401(k) Plan

Data updated 2026-08-25

$419K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$418,809
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J Family Investments Inc. 401(k) Plan · Sponsored by J Family Investments Inc. · Tennessee · Real Estate

$419K in assets, 1 participants

J Family Investments Inc.'s J Family Investments Inc. 401(k) Plan reported $419K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,311 in Real Estate (4,727 peers)

J Family Investments Inc. multi-year trail

J Family Investments Inc.'s plans moved +68.1% in assets from 2022 to 2024; this filing shows J Family Investments Inc. 401(k) Plan at $419K / 1 participant.

#1,311
in Real Estate (4,727 peers)
+73.4%
assets growth YoY

J Family Investments Inc. 401(k) Plan among the smaller filed plans by assets

J Family Investments Inc. 401(k) Plan vs every filed plan by assets

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

$418,809 16th percentile higher than 16% 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

J Family Investments 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. J Family Investments Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J Family Investments Inc. 401(k) Plan reported net income rose from -$11K in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • J Family Investments Inc. 401(k) Plan end-of-year assets rose from $241K in the plan year 2022 filing to $419K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 851413351 · J Family Investments Inc. PY 2023 · 401(k)

J Family Investments Inc. 401(k) Plan · $419K · 1 · 16th

  • TYPE $419K
  • TYPE 1
  • TYPE 16th
  • TYPE 401(k)
  • TYPE near Folmar Family Holdings Inc. 401(k) Plan
  • TYPE ind #1311

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 Real Estate retirement plans → · Plans in Tennessee →

J Family Investments Inc. 401(k) Plan in the asset neighbourhood

J Family Investments Inc. 401(k) PlanJ Family Investments Inc. 40…$419KFolmar Family Holdings Inc. 401(k) PlanFolmar Family Holdings Inc. …$419KCalyx Flowers, Inc. 401(k) PlanCalyx Flowers, Inc. 401(k) P…$419KBlue Twilight Retirement Plan$419KYour Own Home Inc 401(k) Profit Sharing Plan & TrustYour Own Home Inc 401(k) Pro…$419K
End-of-year total assets ($M) among J Family Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J Family Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$406K 68.10291279825745% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.24M $0.41M ▲ +70.8%
Year Plans Participants Total Assets
2022 1 1 $241K
2023 1 1 $419K
2024 1 1 $406K

J Family Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$241K
Net Assets (End of Year)$419K
Net Income$177K
Employer EIN851413351
Plan Effective Date2020-06-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

J Family Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants J Family Investments Inc. 401(k) Plan, Total assets ($B): 0.000418809 · Participants: 1J Family Investments Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
J Family Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare J Family Investments Inc. 401(k) Plan side-by-side with 3 peers →

J Family Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Folmar Family Holdings Inc. 401(k) Plan in TX ($419K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($419K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 J Family Investments Inc. 401(k) Plan assets move in 2023? ▼
J Family Investments Inc. 401(k) Plan surged - up 73.4% during 2023, from $241K to $419K. Reported net income was $177K.
How have J Family Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J Family Investments Inc.'s sponsor-wide assets grew 68.1%, from $241K to $406K.
Where does J Family Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
J Family Investments Inc. 401(k) Plan ranks in the 16th 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 J Family Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Folmar Family Holdings Inc. 401(k) Plan in TX ($419K, N/A participants).
Which 401(k) plans cover a similar participant headcount to J Family Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 851413351.

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.