401(k) · DOL Form 5500 · 2024
The Family Office, LLC 401(k) Plan
Data updated 2026-08-11
- $11M
- Total assets
- 17
- Participants
- 59th
- Percentile by assets
- $675,068
- Avg per participant
Official DOL plan name: The Family Office 401(k) Plan · Sponsored by The Family Office, LLC · Tennessee · Finance & Insurance
$11M in assets, 17 participants
The Family Office, LLC's The Family Office 401(k) Plan reported $11M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- 59th percentile by assets (of 123,622 plans)
- #3,638 in Finance & Insurance (8,549 peers)
The Family Office, LLC multi-year trail
The Family Office, LLC's plans moved +71.7% in assets from 2022 to 2024; this filing shows The Family Office 401(k) Plan at $11M / 17 participants.
- $11M
- total plan assets (2024 EOY)
- 17
- covered participants
- 59th
- percentile by assets (of 123,622 plans)
- $675,068
- avg assets per participant
Where The Family Office 401(k) Plan sits by total assets
The Family Office 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,476,159 Top 41% higher than 59% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Family Office 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Family Office 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Family Office 401(k) Plan reported participants fell from 18 in the plan year 2023 filing to 17 in the plan year 2024 filing.
The Family Office, LLC across 3 plan years on file
Across the 3 plan years The Family Office, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $11M, a gain of 71.7%, while reported participants moved from 22 to 17 (-22.7%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($7M).
The Family Office, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $7M |
| 2023 | 1 | 18 | $9M |
| 2024 | 1 | 17 | $11M |
The Family Office, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 621745213 |
| Plan Effective Date | 2001-01-01 |
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Family Office 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did The Family Office 401(k) Plan assets move in 2024? ▼
How have The Family Office, LLC plan assets changed over time? ▼
Which 401(k) plans are similar in size to The Family Office 401(k) Plan? ▼
Next read for The Family Office 401(k) Plan
Multi-year trail
Ways to act on The Family Office 401(k) Plan's numbers.
- By total assets, The Family Office 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- The Family Office, LLC's sponsor-wide assets have grown 71.7% since 2022 across 3 plan years on file. More Finance & Insurance plans