Money Purchase · DOL Form 5500 · 2023
Funkshun Inc Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $2.7M
- Avg per participant High balance/head
Official DOL plan name: Funkshun Inc Money Purchase Plan · Sponsored by Funkshun Inc · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 1 participants
Funkshun Inc's Funkshun Inc Money Purchase Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,059 in Healthcare & Social Assistance (17,684 peers)
Funkshun Inc multi-year trail
Funkshun Inc's plans moved +56.4% in assets from 2022 to 2024; this filing shows Funkshun Inc Money Purchase Plan at $3M / 1 participant.
- #6,059
- in Healthcare & Social Assistance (17,684 peers)
- +44.2%
- assets growth YoY
Funkshun Inc Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Funkshun Inc Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,668,393 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Funkshun Inc Money Purchase 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. Funkshun Inc Money Purchase Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Funkshun Inc Money Purchase Plan reported net income rose from -$2M in the plan year 2022 filing to $818K in the plan year 2023 filing.
- Funkshun Inc Money Purchase Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232916508 · Funkshun Inc PY 2023 · Money Purchase
Funkshun Inc Money Purchase Plan · $3M · 1 · 34th
- BOY $3M
- BOY 1
- BOY 34th
- BOY Money Purchase
- BOY near Iatse Local 66 Pension Plan
- BOY ind #6059
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Funkshun Inc Money Purchase Plan in the asset neighbourhood
Funkshun Inc multi-year asset trail
Sponsor-wide plan assets over time
All Funkshun Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 56.41858315972081% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
Funkshun Inc filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $818K |
| Employer EIN | 232916508 |
| Plan Effective Date | 1998-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Funkshun Inc Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Iatse Local 66 Pension Plan in OH ($3M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.