401(k) · DOL Form 5500 · 2023

Fx Unlimited, Inc. 401(k) Plan

Data updated 2026-08-25

$729K
Total assets Small plan by assets
8
Participants Small participant base
21st
Percentile by assets National rank
$91,103
Avg per participant Below avg balance/head
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Official DOL plan name: Fx Unlimited, Inc. 401(k) Plan · Sponsored by Fx Unlimited, Inc. · Iowa · Arts, Entertainment & Recreation

$729K in assets, 8 participants

Fx Unlimited, Inc.'s Fx Unlimited, Inc. 401(k) Plan reported $729K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,347 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Fx Unlimited, Inc. 401(k) Plan ranks #1,347 of 2,945 2023 filers by assets (3810% of the sector average)-$729K for 8 participants.

#1,347
in Arts, Entertainment & Recreation (2,945 peers)
+2.5%
assets growth YoY

Fx Unlimited, Inc. 401(k) Plan among the smaller filed plans by assets

Fx Unlimited, Inc. 401(k) Plan vs every filed plan by assets

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

$728,820 21st percentile higher than 21% 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

Fx Unlimited, Inc. 401(k) 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. Fx Unlimited, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fx Unlimited, Inc. 401(k) Plan reported net income rose from -$50K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Fx Unlimited, Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Fx Unlimited, Inc. 401(k) Plan end-of-year assets rose from $711K in the plan year 2022 filing to $729K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834491721 · Fx Unlimited, Inc. PY 2023 · 401(k)

Fx Unlimited, Inc. 401(k) Plan · $729K · 8 · 21st

  • EIN $729K
  • RANK 8
  • PHOTO 21st
  • IND 401(k)
  • EOY near Gold Sawmill Ventures Inc 401(k) Plan
  • 5500 ind #1347

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 Arts, Entertainment & Recreation retirement plans → · Plans in Iowa →

Fx Unlimited, Inc. 401(k) Plan in the asset neighbourhood

Fx Unlimited, Inc. 401(k) PlanFx Unlimited, Inc. 401(k) Pl…$729KGold Sawmill Ventures Inc 401(k) PlanGold Sawmill Ventures Inc 40…$729KMister Price Inc Helapan 1165 Retirement PlanMister Price Inc Helapan 116…$729KYounes Hospitality Inc. 401(k) PlanYounes Hospitality Inc. 401(…$729KSundance Orchards, Inc. Safe Harbor 401(k) PlanSundance Orchards, Inc. Safe…$729K
End-of-year total assets ($M) among Fx Unlimited, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$711K
Net Assets (End of Year)$729K
Net Income$18K
Employer EIN834491721
Plan Effective Date2019-04-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Fx Unlimited, Inc.)

Sponsor-wide plan assets over time

All Fx Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$792K 11.458374368988862% vs 2022
2024 filing year
$0.7M$0.75M$0.8M 202220232024 $0.71M $0.79M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 4 $711K
2023 1 8 $729K
2024 1 8 $792K

Nearby 401(k) Plans in Iowa

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

Fx Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Fx Unlimited, Inc. 401(k) Plan, Total assets ($B): 0.00072882 · Participants: 8Fx Unlimited, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Fx Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Fx Unlimited, Inc. 401(k) Plan side-by-side with 3 peers →

Fx Unlimited, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Gold Sawmill Ventures Inc 401(k) Plan in AZ ($729K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Fx Unlimited, Inc. 401(k) Plan assets move in 2023? ▼
Fx Unlimited, Inc. 401(k) Plan edged up modestly - up 2.5% during 2023, from $711K to $729K. Reported net income was $18K.
How have Fx Unlimited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fx Unlimited, Inc.'s sponsor-wide assets grew 11.5%, from $711K to $792K.
Where does Fx Unlimited, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Fx Unlimited, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fx Unlimited, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gold Sawmill Ventures Inc 401(k) Plan in AZ ($729K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Fx Unlimited, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 834491721.

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.