401(k) · DOL Form 5500 · 2023

Nutrition Fundamental, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
311
Participants Below avg headcount
38th
Percentile by assets National rank
$11,552
Avg per participant Low balance/head
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Official DOL plan name: Nutrition Fundamental Inc 401(k) Plan · Sponsored by Nutrition Fundamental, Inc · California · Wholesale Trade

$4M in assets, 311 participants

Nutrition Fundamental, Inc's Nutrition Fundamental Inc 401(k) Plan reported $4M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,738 in Wholesale Trade (6,309 peers)

Coverage in California

Nutrition Fundamental Inc 401(k) Plan covers 311 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $4M.

#1,738
in Wholesale Trade (6,309 peers)
-2.2%
assets change YoY

The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nutrition Fundamental Inc 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Nutrition Fundamental Inc 401(k) Plan vs every filed plan by assets

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

$3,592,595 38th percentile higher than 38% 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

Nutrition Fundamental Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nutrition Fundamental Inc 401(k) Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nutrition Fundamental Inc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$82K in the plan year 2023 filing.
  • Nutrition Fundamental Inc 401(k) Plan reported participants rose from 270 in the plan year 2022 filing to 311 in the plan year 2023 filing.
  • Nutrition Fundamental Inc 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954648731 · Nutrition Fundamental, Inc PY 2023 · 401(k)

Nutrition Fundamental Inc 401(k) Plan · $4M · 311 · 38th

  • IND $4M
  • IND 311
  • IND 38th
  • IND 401(k)
  • IND near Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan
  • IND ind #1738

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 →

Nutrition Fundamental Inc 401(k) Plan in the asset neighbourhood

Nutrition Fundamental Inc 401(k) PlanNutrition Fundamental Inc 40…$4MEdward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing PlanEdward J. Bertagnolli, D. D.…$4MOne Touch Direct, LLC 401(k) PlanOne Touch Direct, LLC 401(k)…$4MAlliance Castings Company, LLC 401(k) Savings & Retirement PlanAlliance Castings Company, L…$4MTdn 401(k) Savings Plan$4M
End-of-year total assets ($M) among Nutrition Fundamental Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$82K
Employer EIN954648731
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nutrition Fundamental, Inc)

Sponsor-wide plan assets over time

All Nutrition Fundamental, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.9715251360627811% vs 2022
2024 filing year
$3.55M$3.6M$3.65M$3.7M 202220232024 $3.67M $3.64M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 270 $4M
2023 1 311 $4M
2024 1 322 $4M

Nearby 401(k) Plans in California

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

Nutrition Fundamental Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nutrition Fundamental Inc 401(k) Plan, Total assets ($B): 0.003592595 · Participants: 311Nutrition Fundamental Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Nutrition Fundamental Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Nutrition Fundamental Inc 401(k) Plan side-by-side with 3 peers →

Nutrition Fundamental Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan in CO ($4M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Nutrition Fundamental Inc 401(k) Plan assets move in 2023? ▼
Nutrition Fundamental Inc 401(k) Plan edged down modestly - down 2.2% during 2023, from $4M to $4M. Reported net income was -$82K.
How have Nutrition Fundamental, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nutrition Fundamental, Inc's sponsor-wide assets declined 1.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Nutrition Fundamental Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan in CO ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Nutrition Fundamental Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 954648731.

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.