401(k) · DOL Form 5500 · 2023

Family First Funding, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
415
Participants Below avg headcount
37th
Percentile by assets National rank
$8,101
Avg per participant Low balance/head
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Official DOL plan name: Family First Funding, LLC 401(k) Plan · Sponsored by Family First Funding, LLC · New Jersey · Finance & Insurance

$3M in assets, 415 participants

Family First Funding, LLC's Family First Funding, LLC 401(k) Plan reported $3M in total assets and 415 participants in its 2023 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.

  • #2,307 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Family First Funding, LLC 401(k) Plan covers 415 participants in New Jersey, about 49% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.

#2,307
in Finance & Insurance (8,869 peers)
-55.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Family First Funding, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Family First Funding, LLC 401(k) Plan vs every filed plan by assets

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

$3,361,925 37th percentile higher than 37% 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

Family First Funding, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family First Funding, LLC 401(k) Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family First Funding, LLC 401(k) Plan reported net income fell from $180K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Family First Funding, LLC 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Family First Funding, LLC 401(k) Plan reported participants rose from 381 in the plan year 2022 filing to 415 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 800743699 · Family First Funding, LLC PY 2023 · 401(k)

Family First Funding, LLC 401(k) Plan · $3M · 415 · 37th

  • EBSA $3M
  • PART 415
  • TYPE 37th
  • NET 401(k)
  • BOOK near Kanaiyalal J Patel M.D.P.a. Profit Sharing Plan and Trust
  • VS-ST ind #2307

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 New Jersey →

Family First Funding, LLC 401(k) Plan in the asset neighbourhood

Family First Funding, LLC 401(k) PlanFamily First Funding, LLC 40…$3MKanaiyalal J Patel M.D.P.a. Profit Sharing Plan and TrustKanaiyalal J Patel M.D.P.a. …$3MBonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit EmployeesBonney Forge Corp Deferred P…$3MRichard Cottrell Dds PC 401(k) Profit Sharing Plan & TrustRichard Cottrell Dds PC 401(…$3MCredit Central, LLC 401(k) PlanCredit Central, LLC 401(k) P…$3M
End-of-year total assets ($M) among Family First Funding, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$3M
Net Income-$4M
Employer EIN800743699
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family First Funding, LLC)

Sponsor-wide plan assets over time

All Family First Funding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 73.16906145980519% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $7.54M $2.02M ▼ -73.2%
Year Plans Participants Total Assets
2022 1 381 $8M
2023 1 415 $3M
2024 1 N/A $2M

Nearby 401(k) Plans in New Jersey

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

Family First Funding, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Family First Funding, LLC 401(k) Plan, Total assets ($B): 0.003361925 · Participants: 415Family First Funding, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Family First Funding, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Family First Funding, LLC 401(k) Plan side-by-side with 3 peers →

Family First Funding, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kanaiyalal J Patel M.D.P.a. Profit Sharing Plan and Trust in MD ($3M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Family First Funding, LLC 401(k) Plan assets move in 2023? ▼
Family First Funding, LLC 401(k) Plan contracted severely - down 55.4% during 2023, from $8M to $3M. Reported net income was -$4M.
How have Family First Funding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family First Funding, LLC's sponsor-wide assets declined 73.2%, from $8M to $2M.
Which 401(k) plans are similar in size to Family First Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kanaiyalal J Patel M.D.P.a. Profit Sharing Plan and Trust in MD ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Family First Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M 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 800743699.

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.