401(k) · DOL Form 5500 · 2023

714 Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$197K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$98,273
Avg per participant Below avg balance/head
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Official DOL plan name: 714 Investments 401(k) · Sponsored by 714 Investments, Inc. · Alabama · Wholesale Trade

$197K in assets, 2 participants

714 Investments, Inc.'s 714 Investments 401(k) reported $197K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #296 in Wholesale Trade (6,309 peers)

714 Investments, Inc. multi-year trail

714 Investments, Inc.'s plans moved +45.2% in assets from 2022 to 2023; this filing shows 714 Investments 401(k) at $197K / 2 participants.

#296
in Wholesale Trade (6,309 peers)
+45.2%
assets growth YoY

714 Investments 401(k) among the smaller filed plans by assets

714 Investments 401(k) vs every filed plan by assets

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

$196,546 10th percentile higher than 10% 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

714 Investments 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 714 Investments 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 714 Investments 401(k) end-of-year assets rose from $135K in the plan year 2022 filing to $197K in the plan year 2023 filing.
  • 714 Investments 401(k) reported net income rose from $57K in the plan year 2022 filing to $61K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 854384962 · 714 Investments, Inc. PY 2023 · 401(k)

714 Investments 401(k) · $197K · 2 · 10th

  • EIN $197K
  • RANK 2
  • PHOTO 10th
  • IND 401(k)
  • EOY near Ajbrass Corp. 401(k) Profit Sharing Plan
  • 5500 ind #296

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 Wholesale Trade retirement plans → · Plans in Alabama →

714 Investments 401(k) in the asset neighbourhood

714 Investments 401(k)$197KAjbrass Corp. 401(k) Profit Sharing PlanAjbrass Corp. 401(k) Profit …$197KXom Enterprises Inc. 401(k) PlanXom Enterprises Inc. 401(k) …$197KProfessional Financial Consultants, Inc. Profit-Sharing & Savings Plan & TrustProfessional Financial Consu…$197KInterstate Industries, Inc. 401(k) PlanInterstate Industries, Inc. …$196K
End-of-year total assets ($M) among 714 Investments 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

714 Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 714 Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$197K 45.19062428437405% vs 2022
2023 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M$0.22M 20222023 $0.14M $0.2M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 2 $135K
2023 1 2 $197K

714 Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$135K
Net Assets (End of Year)$197K
Net Income$61K
Employer EIN854384962
Plan Effective Date2020-12-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

714 Investments 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants 714 Investments 401(k), Total assets ($B): 0.000196546 · Participants: 2714 Investments 401(k)Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
714 Investments 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare 714 Investments 401(k) side-by-side with 3 peers →

714 Investments 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Ajbrass Corp. 401(k) Profit Sharing Plan in OK ($197K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 714 Investments 401(k) assets move in 2023? ▼
714 Investments 401(k) surged - up 45.2% during 2023, from $135K to $197K. Reported net income was $61K.
How have 714 Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), 714 Investments, Inc.'s sponsor-wide assets grew 45.2%, from $135K to $197K.
Where does 714 Investments 401(k) rank by assets among Form 5500 filers? ▼
714 Investments 401(k) ranks in the 10th 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 714 Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Ajbrass Corp. 401(k) Profit Sharing Plan in OK ($197K, 2 participants).
Which 401(k) plans cover a similar participant headcount to 714 Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 854384962.

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.