401(k) · DOL Form 5500 · 2023
The Funk Companies 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $70,036
- Avg per participant Below avg balance/head
Official DOL plan name: The Funk Companies 401(k) Plan · Sponsored by The Funk Companies · Oklahoma · Administrative & Support Services
$18M in assets, 258 participants
The Funk Companies's The Funk Companies 401(k) Plan reported $18M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #3,708 in Administrative & Support Services (4,372 peers)
Coverage in Oklahoma
The Funk Companies 401(k) Plan covers 258 participants in Oklahoma, about 34% of the average Oklahoma filer (state average ~760 per filing). Assets: $18M.
- #3,708
- in Administrative & Support Services (4,372 peers)
- +25.6%
- assets growth YoY
The Funk Companies 401(k) Plan's outsized position by total assets
The Funk Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,069,291 Top 29% higher than 71% 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
The Funk Companies 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. The Funk Companies 401(k) Plan sits mid-pack in the medium band (258 participants).
Published 5500 schedule card
Filing strip 264027912 · The Funk Companies PY 2023 · 401(k)
The Funk Companies 401(k) Plan · $18M · 258 · 71st
- PART $18M
- PART 258
- PART 71st
- PART 401(k)
- PART near The Allen Harim Group 401(k) Plan
- PART ind #3708
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 Administrative & Support Services retirement plans → · Plans in Oklahoma →
The Funk Companies 401(k) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 264027912 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Funk Companies)
Sponsor-wide plan assets over time
All The Funk Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 3.51250085019938% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 258 | $18M |
| 2024 | 1 | 254 | $19M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
The Funk Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is The Allen Harim Group 401(k) Plan in DE ($18M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- The Allen Harim Group 401(k) Plan (DE) $18M · 1,155
- Christy Employees' Profit Sharing Plan and Trust (MO) $18M · 136
- Citizens Bank Minnesota 401(k) Retirement Plan (MN) $18M · 115
- Sun Pacific 401(k) Retirement Savings Plan (CA) $18M · 1,593
Similar participant headcount
Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 258 · 0 off
- North Star Resource Group Salary Savings Plan and Trust (MN) 258 · 0 off
- Traditional Bank, Inc. 401(k) Profit Sharing Plan (KY) 258 · 0 off
- Noble Inc. 401(k) Profit Sharing Plan and Trust (IN) 258 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.