401(k) · DOL Form 5500 · 2023

Southern Auto Finance Company, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
84
Participants Small participant base
47th
Percentile by assets National rank
$67,943
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Auto Finance Company, LLC 401(k) Plan · Sponsored by Southern Auto Finance Company, LLC · Florida · Finance & Insurance

$6M in assets, 84 participants

Southern Auto Finance Company, LLC's Southern Auto Finance Company, LLC 401(k) Plan reported $6M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,960 in Finance & Insurance (8,869 peers)

Southern Auto Finance Company, LLC multi-year trail

Southern Auto Finance Company, LLC's plans moved +31.2% in assets from 2022 to 2024; this filing shows Southern Auto Finance Company, LLC 401(k) Plan at $6M / 84 participants.

#2,960
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

Southern Auto Finance Company, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Southern Auto Finance Company, LLC 401(k) Plan vs every filed plan by assets

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

$5,707,214 47th percentile higher than 47% 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

Southern Auto Finance Company, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Auto Finance Company, LLC 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Auto Finance Company, LLC 401(k) Plan reported net income rose from -$905K in the plan year 2022 filing to $687K in the plan year 2023 filing.
  • Southern Auto Finance Company, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Southern Auto Finance Company, LLC 401(k) Plan reported participants rose from 83 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650211437 · Southern Auto Finance Company, LLC PY 2023 · 401(k)

Southern Auto Finance Company, LLC 401(k) Plan · $6M · 84 · 47th

  • BOOK $6M
  • VS-ST 84
  • BOY 47th
  • SCH 401(k)
  • EBSA near Dentistry for Children, P.C. Retirement Plan
  • PART ind #2960

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 Finance & Insurance retirement plans → · Plans in Florida →

Southern Auto Finance Company, LLC 401(k) Plan in the asset neighbourhood

Southern Auto Finance Company, LLC 401(k) PlanSouthern Auto Finance Compan…$6MDentistry for Children, P.C. Retirement PlanDentistry for Children, P.C.…$6MPennsylvania Bankers Association Employees' Thrift PlanPennsylvania Bankers Associa…$6MCommunity Partnership Charter School 401(k) Profit Sharing PlanCommunity Partnership Charte…$6MAirtrol Components, Inc. 401(k) Profit Sharing PlanAirtrol Components, Inc. 401…$6M
End-of-year total assets ($M) among Southern Auto Finance Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Auto Finance Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Auto Finance Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.19632566592226% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.02M $6.59M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 83 $5M
2023 1 84 $6M
2024 1 87 $7M

Southern Auto Finance Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$687K
Employer EIN650211437
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southern Auto Finance Company, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Auto Finance Company, LLC 401(k) Plan, Total assets ($B): 0.005707214 · Participants: 84Southern Auto Finance Company, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southern Auto Finance Company, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Southern Auto Finance Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dentistry for Children, P.C. Retirement Plan in MA ($6M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

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 Southern Auto Finance Company, LLC 401(k) Plan assets move in 2023?
Southern Auto Finance Company, LLC 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $5M to $6M. Reported net income was $687K.
How have Southern Auto Finance Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Auto Finance Company, LLC's sponsor-wide assets grew 31.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Southern Auto Finance Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dentistry for Children, P.C. Retirement Plan in MA ($6M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Southern Auto Finance Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A in assets).