401(k) · DOL Form 5500 · 2024

Finley & Finley Corp. 401(k) Plan

Data updated 2026-08-25

$356K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$356,135
Avg per participant High 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

$356K in assets, 1 participants

Finley & Finley Corp.'s Finley 401(k) reported $356K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,134 in Real Estate (4,605 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 $356K / 1 participant.

#1,134
in Real Estate (4,605 peers)
+37.8%
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 2024 · DOL Form 5500

$356,135 15th percentile higher than 15% 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

Finley 401(k) among micro filed plans by headcount

Plan-year 2024 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 2023 → plan year 2024

  • Finley 401(k) end-of-year assets rose from $258K in the plan year 2023 filing to $356K in the plan year 2024 filing.
  • Finley 401(k) reported net income fell from $140K in the plan year 2023 filing to $98K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 852145093 · Finley & Finley Corp. PY 2024 · 401(k)

Finley 401(k) · $356K · 1 · 15th

  • EIN $356K
  • EIN 1
  • EIN 15th
  • EIN 401(k)
  • EIN near Heritage Restaurant Group 401(k) Plan
  • EIN ind #1134

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)$356KHeritage Restaurant Group 401(k) PlanHeritage Restaurant Group 40…$356KGreystone Enterprises, Inc. 401(k) PlanGreystone Enterprises, Inc. …$356KChapman Property Investments Inc. 401(k) PlanChapman Property Investments…$356KThe Angels Home Care LLC$356K
End-of-year total assets ($M) among Finley 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$258K
Net Assets (End of Year)$356K
Net Income$98K
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): 0.000356135 · Participants: 1Finley 401(k)Lumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys 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 Heritage Restaurant Group 401(k) Plan in IN ($356K); 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 ($356K here).

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.

Frequently Asked Questions

How did Finley 401(k) assets move in 2024? ▼
Finley 401(k) surged - up 37.8% during 2024, from $258K to $356K. Reported net income was $98K.
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 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Heritage Restaurant Group 401(k) Plan in IN ($356K, 137 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 Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.