401(k) · DOL Form 5500 · 2023

Funston Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$813K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$812,947
Avg per participant High balance/head
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Official DOL plan name: Funston Enterprises, Inc. 401(k) Plan · Sponsored by Funston Enterprises, Inc. · Montana · Professional & Technical Services

$813K in assets, 1 participants

Funston Enterprises, Inc.'s Funston Enterprises, Inc. 401(k) Plan reported $813K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,448 in Professional & Technical Services (20,321 peers)

Funston Enterprises, Inc. multi-year trail

Funston Enterprises, Inc.'s plans moved +189.8% in assets from 2022 to 2023; this filing shows Funston Enterprises, Inc. 401(k) Plan at $813K / 1 participant.

#3,448
in Professional & Technical Services (20,321 peers)
+189.8%
assets growth YoY

Funston Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Funston Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$812,947 22nd percentile higher than 22% 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

Funston Enterprises, 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. Funston Enterprises, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Funston Enterprises, Inc. 401(k) Plan end-of-year assets rose from $280K in the plan year 2022 filing to $813K in the plan year 2023 filing.
  • Funston Enterprises, Inc. 401(k) Plan reported net income rose from -$647K in the plan year 2022 filing to $532K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831792808 · Funston Enterprises, Inc. PY 2023 · 401(k)

Funston Enterprises, Inc. 401(k) Plan · $813K · 1 · 22nd

  • EIN $813K
  • EIN 1
  • EIN 22nd
  • EIN 401(k)
  • EIN near Primary Care Pediatrics and Family Medicine PC 401(k) Plan
  • EIN ind #3448

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 →

Funston Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Funston Enterprises, Inc. 401(k) PlanFunston Enterprises, Inc. 40…$813KPrimary Care Pediatrics and Family Medicine PC 401(k) PlanPrimary Care Pediatrics and …$813KQuality Implement Co. Retirement Savings PlanQuality Implement Co. Retire…$813KMr Ammonia Refrigeration Inc 401(k) Profit Sharing Plan & TrustMr Ammonia Refrigeration Inc…$813KValueworks LLC Retirement PlanValueworks LLC Retirement Pl…$813K
End-of-year total assets ($M) among Funston Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Funston Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Funston Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$813K 189.83720996563085% vs 2022
2023 filing year
$0.2M$0.4M$0.6M$0.8M$1M 20222023 $0.28M $0.81M ▲ +189.3%
Year Plans Participants Total Assets
2022 1 1 $280K
2023 1 1 $813K

Funston Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$280K
Net Assets (End of Year)$813K
Net Income$532K
Employer EIN831792808
Plan Effective Date2018-09-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Funston Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Funston Enterprises, Inc. 401(k) Plan, Total assets ($M): 0.812947 · Participants: 1Funston Enterprises, Inc. 401(k) 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
Funston Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants

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

Outside Montana, the nearest 401(k) by assets is Primary Care Pediatrics and Family Medicine PC 401(k) Plan in AL ($813K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Funston Enterprises, Inc. 401(k) Plan assets move in 2023?
Funston Enterprises, Inc. 401(k) Plan surged - up 189.8% during 2023, from $280K to $813K. Reported net income was $532K.
How have Funston Enterprises, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Funston Enterprises, Inc.'s sponsor-wide assets grew 189.8%, from $280K to $813K.
Where does Funston Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Funston Enterprises, Inc. 401(k) Plan ranks in the 22nd 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 Funston Enterprises, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Primary Care Pediatrics and Family Medicine PC 401(k) Plan in AL ($813K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Funston Enterprises, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).