401(k) · DOL Form 5500 · 2022

B.R. Funsten & Company, Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
275
Participants Below avg headcount
73rd
Percentile by assets National rank
$57,218
Avg per participant Low balance/head
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Official DOL plan name: B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan · Sponsored by B.R. Funsten & Company, Inc · California · Wholesale Trade

$16M in assets, 275 participants

B.R. Funsten & Company, Inc's B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan reported $16M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,754 in Wholesale Trade (6,843 peers)

Coverage in California

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan covers 275 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,754
in Wholesale Trade (6,843 peers)
-19.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan's outsized position by total assets

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,734,926 Top 27% higher than 73% 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

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (275 participants).

DOL schedule card

Filing strip 941369591 · B.R. Funsten & Company, Inc PY 2022 · 401(k)

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan · $16M · 275 · 73rd

  • PCT $16M
  • PCT 275
  • PCT 73rd
  • PCT 401(k)
  • PCT near Appen Butler Hill, Inc. Retirement Plan
  • PCT ind #4754

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 Wholesale Trade retirement plans → · Plans in California →

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

The Step2 Company 401(k) Retirement Plan & TrustThe Step2 Company 401(k) Ret…$16MB.R. Funsten & Company, Inc 401(k) Profit Sharing PlanB.R. Funsten & Company, Inc …$16MAppen Butler Hill, Inc. Retirement PlanAppen Butler Hill, Inc. Reti…$16MRevenue Management Solutions, LLC 401(k) PlanRevenue Management Solutions…$16MPower Service Products, Inc. Employee Retirement PlanPower Service Products, Inc.…$16M
End-of-year total assets ($M) among B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN941369591
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B.R. Funsten & Company, Inc)

Sponsor-wide plan assets over time

All B.R. Funsten & Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 21.96221958717823% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.7M $19.2M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 275 $16M
2023 1 269 $18M
2024 1 232 $19M

Nearby 401(k) Plans in California

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

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.015734926 · Participants: 275B.R. Funsten & Company, Inc 401(k) Profit Sharing 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
B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Appen Butler Hill, Inc. Retirement Plan in WA ($16M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan declined sharply - down 19.4% during 2022, from $20M to $16M. Reported net income was -$4M.
How have B.R. Funsten & Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B.R. Funsten & Company, Inc's sponsor-wide assets grew 22.0%, from $16M to $19M.
Which 401(k) plans are similar in size to B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appen Butler Hill, Inc. Retirement Plan in WA ($16M, 1,817 participants).
Which 401(k) plans cover a similar participant headcount to B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 participants, N/A 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 941369591.

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.