401(k) · DOL Form 5500 · 2024
Finley Realty Inc 401(k) Plan
Data updated 2026-08-25
- $46K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $15,259
- Avg per participant Low balance/head
Official DOL plan name: Finley Realty Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Finley Realty Inc · North Carolina · Real Estate
$46K in assets, 3 participants
Finley Realty Inc's Finley Realty Inc 401(k) Profit Sharing Plan & Trust reported $46K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #202 in Real Estate (4,605 peers)
Finley Realty Inc multi-year trail
Finley Realty Inc's plans moved +16190.4% in assets from 2023 to 2024; this filing shows Finley Realty Inc 401(k) Profit Sharing Plan & Trust at $46K / 3 participants.
- #202
- in Real Estate (4,605 peers)
- +16190.4%
- assets growth YoY
Finley Realty Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Finley Realty Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,776 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Finley Realty Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finley Realty Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Finley Realty Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $281 in the plan year 2023 filing to $46K in the plan year 2024 filing.
- Finley Realty Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $281 in the plan year 2023 filing to $45K in the plan year 2024 filing.
- Finley Realty Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 560958109 · Finley Realty Inc PY 2024 · 401(k)
Finley Realty Inc 401(k) Profit Sharing Plan & Trust · $46K · 3 · 3rd
- PART $46K
- PART 3
- PART 3rd
- PART 401(k)
- PART near Syndico, Inc. 401(k) Profit Sharing Plan
- PART ind #202
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 North Carolina →
Finley Realty Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Finley Realty Inc multi-year asset trail
Sponsor-wide plan assets over time
All Finley Realty Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $46K 16190.391459074732% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $281 |
| 2024 | 1 | 3 | $46K |
Finley Realty Inc filing trail (2024)
| Total Assets (Beginning of Year) | $281 |
|---|---|
| Net Assets (End of Year) | $46K |
| Net Income | $45K |
| Employer EIN | 560958109 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Finley Realty Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Syndico, Inc. 401(k) Profit Sharing Plan in AR ($46K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.