401(k) · DOL Form 5500 · 2023
Construction Funding Resources, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: Construction Funding Resources LLC 401(k) Profit Sharing Plan · Sponsored by Construction Funding Resources, LLC · Oregon · Finance & Insurance
$4M in assets, 2 participants
Construction Funding Resources, LLC's Construction Funding Resources LLC 401(k) Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #2,438 in Finance & Insurance (8,869 peers)
Construction Funding Resources, LLC multi-year trail
Construction Funding Resources, LLC's plans moved -29.2% in assets from 2022 to 2024; this filing shows Construction Funding Resources LLC 401(k) Profit Sharing Plan at $4M / 2 participants.
- #2,438
- in Finance & Insurance (8,869 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Construction Funding Resources LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Construction Funding Resources LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,760,167 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Construction Funding Resources LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Funding Resources LLC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Construction Funding Resources LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to -$90K in the plan year 2023 filing.
- Construction Funding Resources LLC 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 050553071 · Construction Funding Resources, LLC PY 2023 · 401(k)
Construction Funding Resources LLC 401(k) Profit Sharing Plan · $4M · 2 · 39th
- EBSA $4M
- PART 2
- TYPE 39th
- NET 401(k)
- BOOK near Tarsem L Gupta Md PC Dba Atlanta Pulmonary Care 401(k) Profit Sharing Plan
- VS-ST ind #2438
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 Finance & Insurance retirement plans → · Plans in Oregon →
Construction Funding Resources LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Construction Funding Resources, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Construction Funding Resources, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.18797577870397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $4M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | $3M |
Construction Funding Resources, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$90K |
| Employer EIN | 050553071 |
| Plan Effective Date | 2016-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Construction Funding Resources LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Tarsem L Gupta Md PC Dba Atlanta Pulmonary Care 401(k) Profit Sharing Plan in GA ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.