401(k) · DOL Form 5500 · 2023

Institute for Functional Medicine 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
98
Participants Small participant base
45th
Percentile by assets National rank
$53,044
Avg per participant Low balance/head
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Official DOL plan name: Institute for Functional Medicine 401(k) Plan · Sponsored by Institute for Functional Medicine · Washington · Educational Services

$5M in assets, 98 participants

Institute for Functional Medicine's Institute for Functional Medicine 401(k) Plan reported $5M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,127 in Educational Services (3,735 peers)

Institute for Functional Medicine multi-year trail

Institute for Functional Medicine's plans moved +65.9% in assets from 2022 to 2024; this filing shows Institute for Functional Medicine 401(k) Plan at $5M / 98 participants.

#1,127
in Educational Services (3,735 peers)
+30.1%
assets growth YoY

Institute for Functional Medicine 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Institute for Functional Medicine 401(k) Plan vs every filed plan by assets

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

$5,198,267 45th percentile higher than 45% 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

Institute for Functional Medicine 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Functional Medicine 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute for Functional Medicine 401(k) Plan reported net income rose from $440K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Institute for Functional Medicine 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Institute for Functional Medicine 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 912107518 · Institute for Functional Medicine PY 2023 · 401(k)

Institute for Functional Medicine 401(k) Plan · $5M · 98 · 45th

  • VS-ST $5M
  • VS-ST 98
  • VS-ST 45th
  • VS-ST 401(k)
  • VS-ST near Ellison Environmental 401(k) Profit Sharing Plan
  • VS-ST ind #1127

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 Educational Services retirement plans → · Plans in Washington →

Institute for Functional Medicine 401(k) Plan in the asset neighbourhood

Institute for Functional Medicine 401(k) PlanInstitute for Functional Med…$5MEllison Environmental 401(k) Profit Sharing PlanEllison Environmental 401(k)…$5MMortgages Unlimited, Inc. 401(k) PlanMortgages Unlimited, Inc. 40…$5MChartwell Operations LLC Multiple Employer 401(k) PlanChartwell Operations LLC Mul…$5MBlue Max Trucking, Inc. 401(k) PlanBlue Max Trucking, Inc. 401(…$5M
End-of-year total assets ($M) among Institute for Functional Medicine 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Institute for Functional Medicine multi-year asset trail

Sponsor-wide plan assets over time

All Institute for Functional Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$7M 65.87285680721043% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4M $6.63M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 98 $5M
2024 1 103 $7M

Institute for Functional Medicine filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN912107518
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Institute for Functional Medicine 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Institute for Functional Medicine 401(k) Plan, Total assets ($B): 0.005198267 · Participants: 98Institute for Functional Medicine 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Institute for Functional Medicine 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Institute for Functional Medicine 401(k) Plan side-by-side with 3 peers →

Institute for Functional Medicine 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Ellison Environmental 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Institute for Functional Medicine 401(k) Plan assets move in 2023? ▼
Institute for Functional Medicine 401(k) Plan surged - up 30.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Institute for Functional Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Functional Medicine's sponsor-wide assets grew 65.9%, from $4M to $7M.
Which 401(k) plans are similar in size to Institute for Functional Medicine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ellison Environmental 401(k) Profit Sharing Plan in CA ($5M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Institute for Functional Medicine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 912107518.

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.