401(k) · DOL Form 5500 · 2022

Francis J. Cunningham, III 401(k) Plan

Data updated 2026-08-25

$583K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$291,725
Avg per participant High balance/head
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Official DOL plan name: Francis J. Cunningham, III Profit Sharing & 401(k) Plan · Sponsored by Francis J. Cunningham, III · California · Professional & Technical Services

$583K in assets, 2 participants

Francis J. Cunningham, III's Francis J. Cunningham, III Profit Sharing & 401(k) Plan reported $583K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,430 in Professional & Technical Services (21,562 peers)

Francis J. Cunningham, III multi-year trail

Francis J. Cunningham, III's plans moved +61.4% in assets from 2022 to 2024; this filing shows Francis J. Cunningham, III Profit Sharing & 401(k) Plan at $583K / 2 participants.

#3,430
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Francis J. Cunningham, III Profit Sharing & 401(k) Plan among the smaller filed plans by assets

Francis J. Cunningham, III Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$583,449 20th percentile higher than 20% of 139,123 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 2022

Francis J. Cunningham, III Profit Sharing & 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francis J. Cunningham, III Profit Sharing & 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 953929197 · Francis J. Cunningham, III PY 2022 · 401(k)

Francis J. Cunningham, III Profit Sharing & 401(k) Plan · $583K · 2 · 20th

  • IND $583K
  • IND 2
  • IND 20th
  • IND 401(k)
  • IND near Finny Rajchel Insurance Agency, Inc. Profit Sharing Plan
  • IND ind #3430

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 Professional & Technical Services retirement plans → · Plans in California →

Francis J. Cunningham, III Profit Sharing & 401(k) Plan in the asset neighbourhood

Francis J. Cunningham, III Profit Sharing & 401(k) PlanFrancis J. Cunningham, III P…$583KFinny Rajchel Insurance Agency, Inc. Profit Sharing PlanFinny Rajchel Insurance Agen…$583KDot Leasing Inc 401(k) Profit Sharing Plan & TrustDot Leasing Inc 401(k) Profi…$584KRamin Zaghi, Dpm 401(k) Profit Sharing PlanRamin Zaghi, Dpm 401(k) Prof…$583KSullivan Group 401(k) Profit Sharing PlanSullivan Group 401(k) Profit…$584K
End-of-year total assets ($M) among Francis J. Cunningham, III Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Francis J. Cunningham, III multi-year asset trail

Sponsor-wide plan assets over time

All Francis J. Cunningham, III plans reported in each filing year

Latest sponsor-wide plan assets
$942K 61.40073939624543% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.58M $0.94M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 2 $583K
2023 1 2 $752K
2024 1 2 $942K

Francis J. Cunningham, III filing trail (2022)

Total Assets (Beginning of Year)$682K
Net Assets (End of Year)$583K
Net Income-$99K
Employer EIN953929197
Plan Effective Date1995-09-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Francis J. Cunningham, III Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Francis J. Cunningham, III Profit Sharing & 401(k) Plan, Total assets ($B): 0.000583449 · Participants: 2Francis J. Cunningham, III Profit Sharing & 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Francis J. Cunningham, III Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Francis J. Cunningham, III Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Francis J. Cunningham, III Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Finny Rajchel Insurance Agency, Inc. Profit Sharing Plan in IL ($583K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Francis J. Cunningham, III Profit Sharing & 401(k) Plan assets move in 2022? ▼
Francis J. Cunningham, III Profit Sharing & 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $682K to $583K. Reported net income was -$99K.
How have Francis J. Cunningham, III plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francis J. Cunningham, III's sponsor-wide assets grew 61.4%, from $583K to $942K.
Where does Francis J. Cunningham, III Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Francis J. Cunningham, III Profit Sharing & 401(k) Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Francis J. Cunningham, III Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finny Rajchel Insurance Agency, Inc. Profit Sharing Plan in IL ($583K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Francis J. Cunningham, III Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953929197.

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.