401(k) · DOL Form 5500 · 2023

Stacey & Funyak 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
42nd
Percentile by assets National rank
$748,255
Avg per participant High balance/head
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Official DOL plan name: Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Stacey & Funyak · Montana · Professional & Technical Services

$4M in assets, 6 participants

Stacey & Funyak's Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,107 in Professional & Technical Services (20,321 peers)

Stacey & Funyak multi-year trail

Stacey & Funyak's plans moved +12.6% in assets from 2022 to 2024; this filing shows Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan at $4M / 6 participants.

#8,107
in Professional & Technical Services (20,321 peers)
+1.5%
assets growth YoY

Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

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

$4,489,531 42nd percentile higher than 42% 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

Stacey & Funyak 401(k) Safe Harbor 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. Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan reported net income fell from $82K in the plan year 2022 filing to $65K in the plan year 2023 filing.
  • Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810488899 · Stacey & Funyak PY 2023 · 401(k)

Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan · $4M · 6 · 42nd

  • TYPE $4M
  • TYPE 6
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Suburban Drywall Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #8107

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 →

Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan in the asset neighbourhood

Stacey & Funyak 401(k) Safe Harbor Profit Sharing PlanStacey & Funyak 401(k) Safe …$4MSuburban Drywall Inc 401(k) Profit Sharing Plan & TrustSuburban Drywall Inc 401(k) …$4MS.E.a.L. of Illinois 401(k) Savings PlanS.E.a.L. of Illinois 401(k) …$4MExpeditors & Production Services Co., Inc. 401(k) Profit Sharing PlanExpeditors & Production Serv…$4MCanterbury Woods 401(k) Retirement Savings PlanCanterbury Woods 401(k) Reti…$4M
End-of-year total assets ($M) among Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stacey & Funyak multi-year asset trail

Sponsor-wide plan assets over time

All Stacey & Funyak plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.620143601649053% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.42M $4.98M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $4M
2024 1 6 $5M

Stacey & Funyak filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$65K
Employer EIN810488899
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.

Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan, Total assets ($M): 4.489531 · Participants: 6Stacey & Funyak 401(k) Safe Harbor 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
Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan side-by-side with 3 peers →

Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Suburban Drywall Inc 401(k) Profit Sharing Plan & Trust in WI ($4M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan assets move in 2023? ▼
Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan edged up modestly - up 1.5% during 2023, from $4M to $4M. Reported net income was $65K.
How have Stacey & Funyak plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stacey & Funyak's sponsor-wide assets grew 12.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suburban Drywall Inc 401(k) Profit Sharing Plan & Trust in WI ($4M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Stacey & Funyak 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 810488899.

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.