401(k) · DOL Form 5500 · 2024

Southern Auto Finance Company, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
87
Participants Small participant base
47th
Percentile by assets National rank
$75,710
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Auto Finance Company, LLC 401(k) Plan · Sponsored by Southern Auto Finance Company, LLC · Florida · Finance & Insurance

$7M in assets, 87 participants

Southern Auto Finance Company, LLC's Southern Auto Finance Company, LLC 401(k) Plan reported $7M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,761 in Finance & Insurance (8,549 peers)

Southern Auto Finance Company, LLC multi-year trail

Southern Auto Finance Company, LLC's plans moved +31.2% in assets from 2022 to 2024; this filing shows Southern Auto Finance Company, LLC 401(k) Plan at $7M / 87 participants.

#2,761
in Finance & Insurance (8,549 peers)
+15.4%
assets growth YoY

Southern Auto Finance Company, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Southern Auto Finance Company, LLC 401(k) Plan vs every filed plan by assets

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

$6,586,785 47th percentile higher than 47% 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 Auto Finance Company, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Auto Finance Company, LLC 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Auto Finance Company, LLC 401(k) Plan reported net income rose from $687K in the plan year 2023 filing to $880K in the plan year 2024 filing.
  • Southern Auto Finance Company, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Southern Auto Finance Company, LLC 401(k) Plan reported participants rose from 84 in the plan year 2023 filing to 87 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650211437 · Southern Auto Finance Company, LLC PY 2024 · 401(k)

Southern Auto Finance Company, LLC 401(k) Plan · $7M · 87 · 47th

  • PART $7M
  • TYPE 87
  • NET 47th
  • BOOK 401(k)
  • VS-ST near Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan
  • BOY ind #2761

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 Finance & Insurance retirement plans → · Plans in Florida →

Southern Auto Finance Company, LLC 401(k) Plan in the asset neighbourhood

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End-of-year total assets ($M) among Southern Auto Finance Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Auto Finance Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Auto Finance Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.19632566592226% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.02M $6.59M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 83 $5M
2023 1 84 $6M
2024 1 87 $7M

Southern Auto Finance Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$880K
Employer EIN650211437
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southern Auto Finance Company, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Auto Finance Company, LLC 401(k) Plan, Total assets ($B): 0.006586785 · Participants: 87Southern Auto Finance Company, LLC 401(k) 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 Auto Finance Company, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Southern Auto Finance Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan in DC ($7M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Auto Finance Company, LLC 401(k) Plan assets move in 2024?
Southern Auto Finance Company, LLC 401(k) Plan grew sharply - up 15.4% during 2024, from $6M to $7M. Reported net income was $880K.
How have Southern Auto Finance Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Auto Finance Company, LLC's sponsor-wide assets grew 31.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Southern Auto Finance Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan in DC ($7M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Southern Auto Finance Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants, N/A in assets).