401(k) · DOL Form 5500 · 2023

Sfr II, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
312
Participants Below avg headcount
29th
Percentile by assets National rank
$5,658
Avg per participant Low balance/head
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Official DOL plan name: Sfr II, LLC 401(k) Salary Reduction Plan · Sponsored by Sfr II, LLC · Kentucky · Food Services & Accommodation

$2M in assets, 312 participants

Sfr II, LLC's Sfr II, LLC 401(k) Salary Reduction Plan reported $2M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,503 in Food Services & Accommodation (3,828 peers)

Coverage in Kentucky

Sfr II, LLC 401(k) Salary Reduction Plan covers 312 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $2M.

#2,503
in Food Services & Accommodation (3,828 peers)
+32.8%
assets growth YoY

Sfr II, LLC 401(k) Salary Reduction Plan among the smaller filed plans by assets

Sfr II, LLC 401(k) Salary Reduction Plan vs every filed plan by assets

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

$1,765,222 29th percentile higher than 29% 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

Sfr II, LLC 401(k) Salary Reduction 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. Sfr II, LLC 401(k) Salary Reduction Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sfr II, LLC 401(k) Salary Reduction Plan reported participants rose from 111 in the plan year 2022 filing to 312 in the plan year 2023 filing.
  • Sfr II, LLC 401(k) Salary Reduction Plan reported net income fell from $829K in the plan year 2022 filing to $436K in the plan year 2023 filing.
  • Sfr II, LLC 401(k) Salary Reduction Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814297371 · Sfr II, LLC PY 2023 · 401(k)

Sfr II, LLC 401(k) Salary Reduction Plan · $2M · 312 · 29th

  • BOY $2M
  • BOY 312
  • BOY 29th
  • BOY 401(k)
  • BOY near M.C. Van Kampen Trucking, Inc. 401(k) Plan
  • BOY ind #2503

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Sfr II, LLC 401(k) Salary Reduction Plan in the asset neighbourhood

Sfr II, LLC 401(k) Salary Reduction PlanSfr II, LLC 401(k) Salary Re…$2MM.C. Van Kampen Trucking, Inc. 401(k) PlanM.C. Van Kampen Trucking, In…$2MHamby & Aloisio, Inc. 401(k) PlanHamby & Aloisio, Inc. 401(k)…$2MBetter Odds, Inc., 401(k) PlanBetter Odds, Inc., 401(k) Pl…$2MPsi Associates, Inc. 401(k) Employees' Retirement Plan and TrustPsi Associates, Inc. 401(k) …$2M
End-of-year total assets ($M) among Sfr II, LLC 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$436K
Employer EIN814297371
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfr II, LLC)

Sponsor-wide plan assets over time

All Sfr II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.802840795814035% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20222023 $1.33M $1.77M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 111 $1M
2023 1 312 $2M

Nearby 401(k) Plans in Kentucky

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

Sfr II, LLC 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sfr II, LLC 401(k) Salary Reduction Plan, Total assets ($B): 0.001765222 · Participants: 312Sfr II, LLC 401(k) Salary Reduction PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Sfr II, LLC 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sfr II, LLC 401(k) Salary Reduction Plan side-by-side with 3 peers →

Sfr II, LLC 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is M.C. Van Kampen Trucking, Inc. 401(k) Plan in MI ($2M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Sfr II, LLC 401(k) Salary Reduction Plan assets move in 2023? ▼
Sfr II, LLC 401(k) Salary Reduction Plan surged - up 32.8% during 2023, from $1M to $2M. Reported net income was $436K.
How have Sfr II, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sfr II, LLC's sponsor-wide assets grew 32.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Sfr II, LLC 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is M.C. Van Kampen Trucking, Inc. 401(k) Plan in MI ($2M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Sfr II, LLC 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M 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 814297371.

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.