401(k) · DOL Form 5500 · 2022

Fund Employees 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
36
Participants Small participant base
51st
Percentile by assets National rank
$141,437
Avg per participant Near avg balance/head
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Official DOL plan name: Fund Employees 401(k) Plan · Sponsored by Fund Employees 401(k) Plan · California · Other Services

$5M in assets, 36 participants

Fund Employees 401(k) Plan's Fund Employees 401(k) Plan reported $5M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,862 in Other Services (8,398 peers)

Fund Employees 401(k) Plan multi-year trail

Fund Employees 401(k) Plan's plans moved +16.5% in assets from 2022 to 2024; this filing shows Fund Employees 401(k) Plan at $5M / 36 participants.

#5,862
in Other Services (8,398 peers)
-14.8%
assets change YoY

The plan reported a net loss of $886K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fund Employees 401(k) Plan's mid-pack asset rank among Other Services and all filers

Fund Employees 401(k) Plan vs every filed plan by assets

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

$5,091,716 Top 49% higher than 51% 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

Fund Employees 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fund Employees 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 136695765 · Fund Employees 401(k) Plan PY 2022 · 401(k)

Fund Employees 401(k) Plan · $5M · 36 · 51st

  • EBSA $5M
  • PART 36
  • TYPE 51st
  • NET 401(k)
  • BOOK near U.S. Toy Co., Inc. 401(k) Savings Plan
  • VS-ST ind #5862

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 Other Services retirement plans → · Plans in California →

Fund Employees 401(k) Plan in the asset neighbourhood

Fund Employees 401(k) Plan$5MU.S. Toy Co., Inc. 401(k) Savings PlanU.S. Toy Co., Inc. 401(k) Sa…$5MLantis Enterprises, Inc. 401(k) PlanLantis Enterprises, Inc. 401…$5MHill's Companies 401(k) Plan$5MHometown Grocery 401(k) Retirement Savings PlanHometown Grocery 401(k) Reti…$5M
End-of-year total assets ($M) among Fund Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fund Employees 401(k) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Fund Employees 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.5061052108955% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.09M $5.93M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 36 $5M
2023 1 43 $6M
2024 1 41 $6M

Fund Employees 401(k) Plan filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$886K
Employer EIN136695765
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Fund Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fund Employees 401(k) Plan, Total assets ($B): 0.005091716 · Participants: 36Fund Employees 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
Fund Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Fund Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is U.S. Toy Co., Inc. 401(k) Savings Plan in MO ($5M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Fund Employees 401(k) Plan assets move in 2022?
Fund Employees 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $6M to $5M. Reported net income was -$886K.
How have Fund Employees 401(k) Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Fund Employees 401(k) Plan's sponsor-wide assets grew 16.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Fund Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is U.S. Toy Co., Inc. 401(k) Savings Plan in MO ($5M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Fund Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K in assets).