401(k) · DOL Form 5500 · 2023

Finley & Finley Corp. 401(k) Plan

Data updated 2026-08-25

$258K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$258,468
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Finley 401(k) · Sponsored by Finley & Finley Corp. · Louisiana · Real Estate

$258K in assets, 1 participants

Finley & Finley Corp.'s Finley 401(k) reported $258K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #932 in Real Estate (4,727 peers)

Finley & Finley Corp. multi-year trail

Finley & Finley Corp.'s plans moved +199.9% in assets from 2022 to 2024; this filing shows Finley 401(k) at $258K / 1 participant.

#932
in Real Estate (4,727 peers)
+117.6%
assets growth YoY

Finley 401(k) among the smaller filed plans by assets

Finley 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$258,468 13th percentile higher than 13% of 127,068 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 2023

Finley 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finley 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finley 401(k) reported net income rose from $46K in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Finley 401(k) end-of-year assets rose from $119K in the plan year 2022 filing to $258K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 852145093 · Finley & Finley Corp. PY 2023 · 401(k)

Finley 401(k) · $258K · 1 · 13th

  • PART $258K
  • PART 1
  • PART 13th
  • PART 401(k)
  • PART near Frolickworld Retirement Plan
  • PART ind #932

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 Louisiana →

Finley 401(k) in the asset neighbourhood

Finley 401(k)$258KFrolickworld Retirement Plan$258KCommunity Oil, Inc. 401(k) Profit Sharing PlanCommunity Oil, Inc. 401(k) P…$258KRondout Iron & Metal Company LLC 401(k) PlanRondout Iron & Metal Company…$258KSeven3 & One Incorporated 401(k) Profit Sharing PlanSeven3 & One Incorporated 40…$258K
End-of-year total assets ($M) among Finley 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Finley & Finley Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Finley & Finley Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$356K 199.87537996480327% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.12M $0.36M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 1 $119K
2023 1 1 $258K
2024 1 1 $356K

Finley & Finley Corp. filing trail (2023)

Total Assets (Beginning of Year)$119K
Net Assets (End of Year)$258K
Net Income$140K
Employer EIN852145093
Plan Effective Date2020-07-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Finley 401(k) vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Finley 401(k), Total assets ($B): 0.000258468 · Participants: 1Finley 401(k)Lumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Finley 401(k) vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Finley 401(k) side-by-side with 3 peers →

Finley 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Frolickworld Retirement Plan in CO ($258K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Finley 401(k) assets move in 2023? ▼
Finley 401(k) surged - up 117.6% during 2023, from $119K to $258K. Reported net income was $140K.
How have Finley & Finley Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finley & Finley Corp.'s sponsor-wide assets grew 199.9%, from $119K to $356K.
Where does Finley 401(k) rank by assets among Form 5500 filers? ▼
Finley 401(k) ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Finley 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Frolickworld Retirement Plan in CO ($258K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Finley 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852145093.

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.