401(k) · DOL Form 5500 · 2024
The Family Office, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $675,068
- Avg per participant High balance/head
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.
- #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.
- #3,638
- in Finance & Insurance (8,549 peers)
- +32.9%
- assets growth YoY
The Family Office 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
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
The Family Office 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. The Family Office 401(k) Plan is a small filing (17 participants) on this national headcount ladder.
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.
Plan-year Form 5500 strip
Filing strip 621745213 · The Family Office, LLC PY 2024 · 401(k)
The Family Office 401(k) Plan · $11M · 17 · 59th
- EBSA $11M
- EBSA 17
- EBSA 59th
- EBSA 401(k)
- EBSA near Marlboro Podiatry Center LLC 401(k)
- EBSA ind #3638
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 Tennessee →
The Family Office 401(k) Plan in the asset neighbourhood
The Family Office, LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Family Office, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 71.65871083342022% vs 2022
- 2024 filing year
| 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
The Family Office 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Marlboro Podiatry Center LLC 401(k) in NJ ($11M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Advisys, Inc. 401(k) Plan (CA) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.