401(k) · DOL Form 5500 · 2023

Grabofsky Van Heel & Funderburk PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$356,653
Avg per participant High balance/head
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Official DOL plan name: Gv & F, PC Profit Sharing Plan · Sponsored by Grabofsky Van Heel & Funderburk PC · Montana · Professional & Technical Services

$2M in assets, 7 participants

Grabofsky Van Heel & Funderburk PC's Gv & F, PC Profit Sharing Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,018 in Professional & Technical Services (20,321 peers)

Grabofsky Van Heel & Funderburk PC multi-year trail

Grabofsky Van Heel & Funderburk PC's plans moved +41.3% in assets from 2022 to 2024; this filing shows Gv & F, PC Profit Sharing Plan at $2M / 7 participants.

#6,018
in Professional & Technical Services (20,321 peers)
+17.9%
assets growth YoY

Gv & F, PC Profit Sharing Plan among the smaller filed plans by assets

Gv & F, PC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,496,574 33rd percentile higher than 33% of 127,068 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 2023

Gv & F, PC 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. Gv & F, PC Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gv & F, PC Profit Sharing Plan reported net income rose from -$224K in the plan year 2022 filing to $379K in the plan year 2023 filing.
  • Gv & F, PC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gv & F, PC Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810467674 · Grabofsky Van Heel & Funderburk PC PY 2023 · 401(k)

Gv & F, PC Profit Sharing Plan · $2M · 7 · 33rd

  • BOOK $2M
  • VS-ST 7
  • BOY 33rd
  • SCH 401(k)
  • EBSA near Bolanos Insurance & Financial Services, Inc. Retirement Plan
  • PART ind #6018

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 Montana →

Gv & F, PC Profit Sharing Plan in the asset neighbourhood

Gv & F, PC Profit Sharing PlanGv & F, PC Profit Sharing Pl…$2MBolanos Insurance & Financial Services, Inc. Retirement PlanBolanos Insurance & Financia…$2MRedline Automotive Merchandising LLC 401(k) Profit Sharing Plan and TrustRedline Automotive Merchandi…$2MCoastal Meats, LLC 401(k) Profit Sharing PlanCoastal Meats, LLC 401(k) Pr…$2MComposite Cooling Solutions, L.P. 401(k) Retirement PlanComposite Cooling Solutions,…$2M
End-of-year total assets ($M) among Gv & F, PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Grabofsky Van Heel & Funderburk PC multi-year asset trail

Sponsor-wide plan assets over time

All Grabofsky Van Heel & Funderburk PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.28890005724834% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.12M $2.99M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 7 $2M
2024 1 N/A $3M

Grabofsky Van Heel & Funderburk PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$379K
Employer EIN810467674
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Gv & F, PC Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Gv & F, PC Profit Sharing Plan, Total assets ($M): 2.496574 · Participants: 7Gv & F, PC Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Gv & F, PC Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Gv & F, PC Profit Sharing Plan side-by-side with 3 peers →

Gv & F, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Bolanos Insurance & Financial Services, Inc. Retirement Plan in CA ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gv & F, PC Profit Sharing Plan assets move in 2023? ▼
Gv & F, PC Profit Sharing Plan grew sharply - up 17.9% during 2023, from $2M to $2M. Reported net income was $379K.
How have Grabofsky Van Heel & Funderburk PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grabofsky Van Heel & Funderburk PC's sponsor-wide assets grew 41.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Gv & F, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolanos Insurance & Financial Services, Inc. Retirement Plan in CA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Gv & F, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810467674.

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.