401(k) · DOL Form 5500 · 2023

Phunware Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 131
Participants Small participant base: 44th
Percentile by assets National rank: $37,874
Avg per participant Low balance/head

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Official DOL plan name: Phunware Inc 401(k) Plan · Sponsored by Phunware Inc · Texas · Professional & Technical Services

$5M in assets, 131 participants

Phunware Inc's Phunware Inc 401(k) Plan reported $5M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#8,530 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Phunware Inc 401(k) Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#8,530
in Professional & Technical Services (20,321 peers): +7.2%
assets growth YoY

Phunware Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phunware Inc 401(k) Plan vs every filed plan by assets

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

$4,961,532 44th percentile higher than 44% 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

Phunware Inc 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. Phunware Inc 401(k) Plan sits mid-pack in the medium band (131 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Phunware Inc 401(k) Plan reported net income rose from -$563K in the plan year 2022 filing to $333K in the plan year 2023 filing.
Phunware Inc 401(k) Plan reported participants rose from 122 in the plan year 2022 filing to 131 in the plan year 2023 filing.
Phunware Inc 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264413774 · Phunware Inc PY 2023 · 401(k)

Phunware Inc 401(k) Plan · $5M · 131 · 44th

PART $5M
TYPE 131
NET 44th
BOOK 401(k)
VS-ST near Chespenn Health Services, Inc. Profit Sharing Plan
BOY ind #8530

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 Texas →

End-of-year total assets ($M) among Phunware Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$333K
Employer EIN	264413774
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phunware Inc)

Latest sponsor-wide plan assets: $5M 7.194297295843334% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	122	$5M
2023	1	131	$5M

Nearby 401(k) Plans in Texas

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

Phunware Inc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Phunware Inc 401(k) Plan side-by-side with 3 peers →

Phunware Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Chespenn Health Services, Inc. Profit Sharing Plan in PA ($5M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Chespenn Health Services, Inc. Profit Sharing Plan (PA) $5M · 80
Gemini Legal Support, Inc. 401(k) Profit Sharing Plan (CA) $5M · 189
Key Foundry, Inc. 401(k) Plan (CA) $5M · 8
Http Holdings, LLC 401(k) Safe Harbor Plan (KY) $5M · 133

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

Galen Healthcare Solutions, Inc. 401(k) Plan (IL) 131 · 0 off
Hg Detroit Consult 401(k) Profit Plan & Trust (MI) 131 · 0 off
Area Agency on Aging, Region One, Incorporated 401(k) Plan (AZ) 131 · 0 off
National Distributors, Inc. Profit Sharing and Employees Retirement Savings Plan (ME) 131 · 0 off

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 Phunware Inc 401(k) Plan assets move in 2023? ▼

Phunware Inc 401(k) Plan grew at a solid clip - up 7.2% during 2023, from $5M to $5M. Reported net income was $333K.

How have Phunware Inc plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Phunware Inc's sponsor-wide assets grew 7.2%, from $5M to $5M.

Which 401(k) plans are similar in size to Phunware Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Chespenn Health Services, Inc. Profit Sharing Plan in PA ($5M, 80 participants).

Which 401(k) plans cover a similar participant headcount to Phunware Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A 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 264413774.