401(k) · DOL Form 5500 · 2023

Robert G. Furst & Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
43rd
Percentile by assets National rank
$4.7M
Avg per participant High balance/head
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Official DOL plan name: R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan · Sponsored by Robert G. Furst & Associates, Ltd. · Arizona · Professional & Technical Services

$5M in assets, 1 participants

Robert G. Furst & Associates, Ltd.'s R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,252 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan holds $5M for 1 participant - about $4.7M per participant, in the lower half of filed plans by assets.

#8,252
in Professional & Technical Services (20,321 peers)
+6.2%
assets growth YoY

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,657,725 43rd percentile higher than 43% 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

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing 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. R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan reported net income fell from $432K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860987251 · Robert G. Furst & Associates, Ltd. PY 2023 · 401(k)

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan · $5M · 1 · 43rd

  • RANK $5M
  • RANK 1
  • RANK 43rd
  • RANK 401(k)
  • RANK near Onplan Consulting 401(k) Plan
  • RANK ind #8252

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 Arizona →

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing PlanR.G. Furst & Associates, Ltd…$5MOnplan Consulting 401(k) Plan$5MHuman Synergistics, Inc. 401(k) Profit Sharing PlanHuman Synergistics, Inc. 401…$5MElement Electronics 401(k) PlanElement Electronics 401(k) P…$5MSimpro Software Limited 401(k) PlanSimpro Software Limited 401(…$5M
End-of-year total assets ($M) among R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$273K
Employer EIN860987251
Plan Effective Date2013-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert G. Furst & Associates, Ltd.)

Sponsor-wide plan assets over time

All Robert G. Furst & Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.5377477039844736% vs 2022
2024 filing year
$4.3M$4.4M$4.5M$4.6M$4.7M 202220232024 $4.38M $4.41M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $5M
2024 1 1 $4M

Nearby 401(k) Plans in Arizona

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

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.004657725 · Participants: 1R.G. Furst & Associates, Ltd. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Onplan Consulting 401(k) Plan in WA ($5M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). 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 (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 R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼
R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $4M to $5M. Reported net income was $273K.
How have Robert G. Furst & Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert G. Furst & Associates, Ltd.'s sponsor-wide assets grew 0.5%, from $4M to $4M.
Which 401(k) plans are similar in size to R.G. Furst & Associates, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onplan Consulting 401(k) Plan in WA ($5M, 22 participants).
Which 401(k) plans cover a similar participant headcount to R.G. Furst & Associates, Ltd. 401(k) Profit Sharing 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).

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 860987251.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.