401(k) · DOL Form 5500 · 2024
J Family Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $406K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $405,945
- Avg per participant High balance/head
Official DOL plan name: J Family Investments, Inc. 401(k) Plan · Sponsored by J Family Investments, Inc. · Tennessee · Real Estate
$406K in assets, 1 participants
J Family Investments, Inc.'s J Family Investments, Inc. 401(k) Plan reported $406K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,231 in Real Estate (4,605 peers)
J Family Investments, Inc. multi-year trail
J Family Investments, Inc.'s plans moved +68.1% in assets from 2022 to 2024; this filing shows J Family Investments, Inc. 401(k) Plan at $406K / 1 participant.
- #1,231
- in Real Estate (4,605 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J Family Investments, Inc. 401(k) Plan among the smaller filed plans by assets
J Family Investments, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$405,945 16th percentile higher than 16% 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
J Family Investments, 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. J Family Investments, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J Family Investments, Inc. 401(k) Plan reported net income fell from $177K in the plan year 2023 filing to -$13K in the plan year 2024 filing.
- J Family Investments, Inc. 401(k) Plan end-of-year assets fell from $419K in the plan year 2023 filing to $406K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 851413351 · J Family Investments, Inc. PY 2024 · 401(k)
J Family Investments, Inc. 401(k) Plan · $406K · 1 · 16th
- IND $406K
- IND 1
- IND 16th
- IND 401(k)
- IND near Caribbean Marketing Reps Retirement Plan
- IND ind #1231
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 Tennessee →
J Family Investments, Inc. 401(k) Plan in the asset neighbourhood
J Family Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J Family Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $406K 68.10291279825745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $241K |
| 2023 | 1 | 1 | $419K |
| 2024 | 1 | 1 | $406K |
J Family Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $419K |
|---|---|
| Net Assets (End of Year) | $406K |
| Net Income | -$13K |
| Employer EIN | 851413351 |
| Plan Effective Date | 2020-06-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
J Family Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Caribbean Marketing Reps Retirement Plan in PR ($406K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($406K here).
- Caribbean Marketing Reps Retirement Plan (PR) $406K · 93
- Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust (TX) $406K · 1
- Funbox, Inc. 401(k) Plan (VA) $406K · 8
- Gcsb, Inc. 401(k) Plan (ME) $406K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.