401(k) · DOL Form 5500 · 2024

Son Family, Inc. 401(k) Plan

Data updated 2026-08-25

$103K
Total assets Small plan by assets
4
Participants Small participant base
6th
Percentile by assets National rank
$25,790
Avg per participant Low balance/head
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Official DOL plan name: Son Family, Inc. 401(k) Plan · Sponsored by Son Family, Inc. · Louisiana · Transportation & Warehousing

$103K in assets, 4 participants

Son Family, Inc.'s Son Family, Inc. 401(k) Plan reported $103K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #188 in Transportation & Warehousing (3,299 peers)

Son Family, Inc. multi-year trail

Son Family, Inc.'s plans moved -56.2% in assets from 2022 to 2024; this filing shows Son Family, Inc. 401(k) Plan at $103K / 4 participants.

#188
in Transportation & Warehousing (3,299 peers)
+6.0%
assets growth YoY

Son Family, Inc. 401(k) Plan among the smaller filed plans by assets

Son Family, Inc. 401(k) Plan vs every filed plan by assets

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

$103,159 6th percentile higher than 6% 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

Son Family, Inc. 401(k) 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. Son Family, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Son Family, Inc. 401(k) Plan reported net income rose from -$138K in the plan year 2023 filing to $6K in the plan year 2024 filing.
  • Son Family, Inc. 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Son Family, Inc. 401(k) Plan end-of-year assets rose from $97K in the plan year 2023 filing to $103K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 863166276 · Son Family, Inc. PY 2024 · 401(k)

Son Family, Inc. 401(k) Plan · $103K · 4 · 6th

  • ASSETS $103K
  • PCT 4
  • EIN 6th
  • RANK 401(k)
  • PHOTO near Jayvee Enterprises 401(k) Trust
  • IND ind #188

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 Transportation & Warehousing retirement plans → · Plans in Louisiana →

Son Family, Inc. 401(k) Plan in the asset neighbourhood

Son Family, Inc. 401(k) Plan$103KJayvee Enterprises 401(k) TrustJayvee Enterprises 401(k) Tr…$103K3 Cords Unlimited, Inc. Retirement Plan3 Cords Unlimited, Inc. Reti…$103KDelivery Service Now 401(k) PlanDelivery Service Now 401(k) …$103KWayland Design Solutions, Inc. 401(k) Profit Sharing PlanWayland Design Solutions, In…$103K
End-of-year total assets ($M) among Son Family, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Son Family, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Son Family, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103K 56.20542385545442% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.24M $0.1M ▼ -58.3%
Year Plans Participants Total Assets
2022 1 1 $236K
2023 1 2 $97K
2024 1 4 $103K

Son Family, Inc. filing trail (2024)

Total Assets (Beginning of Year)$97K
Net Assets (End of Year)$103K
Net Income$6K
Employer EIN863166276
Plan Effective Date2021-04-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Son Family, Inc. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Son Family, Inc. 401(k) Plan, Total assets ($B): 0.000103159 · Participants: 4Son Family, Inc. 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Son Family, Inc. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Son Family, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Jayvee Enterprises 401(k) Trust in MA ($103K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Son Family, Inc. 401(k) Plan assets move in 2024? ▼
Son Family, Inc. 401(k) Plan grew at a solid clip - up 6.0% during 2024, from $97K to $103K. Reported net income was $6K.
How have Son Family, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Son Family, Inc.'s sponsor-wide assets declined 56.2%, from $236K to $103K.
Where does Son Family, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Son Family, Inc. 401(k) Plan ranks in the 6th 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 Son Family, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jayvee Enterprises 401(k) Trust in MA ($103K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Son Family, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 863166276.

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.