401(k) · DOL Form 5500 · 2023
H.N. Funkhouser & Co. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 359
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $15,175
- Avg per participant Low balance/head
Official DOL plan name: H. N. Funkhouser & Co. 401(k) Profit Sharing Plan · Sponsored by H.N. Funkhouser & Co. · Virginia · Administrative & Support Services
$5M in assets, 359 participants
H.N. Funkhouser & Co.'s H. N. Funkhouser & Co. 401(k) Profit Sharing Plan reported $5M in total assets and 359 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #2,970 in Administrative & Support Services (4,372 peers)
Coverage in Virginia
H. N. Funkhouser & Co. 401(k) Profit Sharing Plan covers 359 participants in Virginia, about 46% of the average Virginia filer (state average ~782 per filing). Assets: $5M.
- #2,970
- in Administrative & Support Services (4,372 peers)
- +6.1%
- assets growth YoY
H. N. Funkhouser & Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers
H. N. Funkhouser & Co. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,447,795 46th percentile higher than 46% 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
H. N. Funkhouser & Co. 401(k) Profit Sharing 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. H. N. Funkhouser & Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (359 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H. N. Funkhouser & Co. 401(k) Profit Sharing Plan reported net income rose from -$472K in the plan year 2022 filing to $311K in the plan year 2023 filing.
- H. N. Funkhouser & Co. 401(k) Profit Sharing Plan reported participants rose from 260 in the plan year 2022 filing to 359 in the plan year 2023 filing.
- H. N. Funkhouser & Co. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 540832075 · H.N. Funkhouser & Co. PY 2023 · 401(k)
H. N. Funkhouser & Co. 401(k) Profit Sharing Plan · $5M · 359 · 46th
- PCT $5M
- PCT 359
- PCT 46th
- PCT 401(k)
- PCT near Siemens Manufacturing Co., Inc. 401(k) Plan
- PCT ind #2970
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 Virginia →
H. N. Funkhouser & Co. 401(k) Profit Sharing Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $311K |
| Employer EIN | 540832075 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H.N. Funkhouser & Co.)
Sponsor-wide plan assets over time
All H.N. Funkhouser & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 19.99989876032012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $5M |
| 2023 | 1 | 359 | $5M |
| 2024 | 1 | 374 | $6M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
H. N. Funkhouser & Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Siemens Manufacturing Co., Inc. 401(k) Plan in IL ($5M); by covered participants it is Harmac Medical Products, Inc. Retirement Savings Plan in NY (359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.
- Harmac Medical Products, Inc. Retirement Savings Plan (NY) 359 · 0 off
- Amerisafe, Inc. 401(k) Plan (LA) 359 · 0 off
- Burrow Global 401(k) Savings Plan (TX) 359 · 0 off
- Milwaukee Bucks Retirement Savings Plan (WI) 359 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.