401(k) · DOL Form 5500 · 2024

Southern Family Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$215K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$107,581
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Family Ventures, Inc. 401(k)Profit Sharing Plan · Sponsored by Southern Family Ventures, Inc. · Florida · Other Services

$215K in assets, 2 participants

Southern Family Ventures, Inc.'s Southern Family Ventures, Inc. 401(k)Profit Sharing Plan reported $215K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,805 in Other Services (7,719 peers)

2024 asset change

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan pulled back noticeably 12.2% in 2024 ($245K → $215K) for 2 participants.

#1,805
in Other Services (7,719 peers)
-12.2%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan among the smaller filed plans by assets

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$215,162 11th percentile higher than 11% of 123,620 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 2024

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Family Ventures, Inc. 401(k)Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Family Ventures, Inc. 401(k)Profit Sharing Plan reported net income fell from $12K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Southern Family Ventures, Inc. 401(k)Profit Sharing Plan end-of-year assets fell from $245K in the plan year 2023 filing to $215K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 272832091 · Southern Family Ventures, Inc. PY 2024 · 401(k)

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan · $215K · 2 · 11th

  • BOY $215K
  • BOY 2
  • BOY 11th
  • BOY 401(k)
  • BOY near Happy Beagles 401(k) Trust
  • BOY ind #1805

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 Other Services retirement plans → · Plans in Florida →

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan in the asset neighbourhood

Southern Family Ventures, Inc. 401(k)Profit Sharing PlanSouthern Family Ventures, In…$215KHappy Beagles 401(k) Trust$215KCstxp1 Inc. 401(k) Plan$215KLaroe, P.C. 401(k) and Profit Sharing PlanLaroe, P.C. 401(k) and Profi…$215KOnly Believe Inc. 401(k) Plan$215K
End-of-year total assets ($M) among Southern Family Ventures, Inc. 401(k)Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Family Ventures, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Southern Family Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$215K 7.834192185940518% vs 2022
2024 filing year
$0.21M$0.22M$0.23M$0.24M$0.25M$0.26M 202220232024 $0.23M $0.22M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 2 $233K
2023 1 2 $245K
2024 1 2 $215K

2024 asset-move particulars

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$215K
Net Income-$30K
Employer EIN272832091
Plan Effective Date2010-06-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Family Ventures, Inc. 401(k)Profit Sharing Plan, Total assets ($B): 0.000215162 · Participants: 2Southern Family Ventures, Inc. 401(k)Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Southern Family Ventures, Inc. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Family Ventures, Inc. 401(k)Profit Sharing Plan side-by-side with 3 peers →

Southern Family Ventures, Inc. 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Happy Beagles 401(k) Trust in TX ($215K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Southern Family Ventures, Inc. 401(k)Profit Sharing Plan assets move in 2024? ▼
Southern Family Ventures, Inc. 401(k)Profit Sharing Plan pulled back noticeably - down 12.2% during 2024, from $245K to $215K. Reported net income was -$30K.
How have Southern Family Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Family Ventures, Inc.'s sponsor-wide assets declined 7.8%, from $233K to $215K.
Where does Southern Family Ventures, Inc. 401(k)Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southern Family Ventures, Inc. 401(k)Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southern Family Ventures, Inc. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Happy Beagles 401(k) Trust in TX ($215K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Southern Family Ventures, Inc. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272832091.

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.