401(k) · DOL Form 5500 · 2024

Francis J. Cunningham, III 401(k) Plan

Data updated 2026-08-25

$942K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$470,846
Avg per participant High balance/head
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Official DOL plan name: Francis J. Cunningham, III Profit Sharing & 401(k) Plan · Sponsored by Francis J. Cunningham, III · California · Professional & Technical Services

$942K in assets, 2 participants

Francis J. Cunningham, III's Francis J. Cunningham, III Profit Sharing & 401(k) Plan reported $942K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,558 in Professional & Technical Services (20,173 peers)

Francis J. Cunningham, III multi-year trail

Francis J. Cunningham, III's plans moved +61.4% in assets from 2022 to 2024; this filing shows Francis J. Cunningham, III Profit Sharing & 401(k) Plan at $942K / 2 participants.

#3,558
in Professional & Technical Services (20,173 peers)
+25.2%
assets growth YoY

Francis J. Cunningham, III Profit Sharing & 401(k) Plan among the smaller filed plans by assets

Francis J. Cunningham, III Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$941,691 23rd percentile higher than 23% of 123,620 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 2024

Francis J. Cunningham, III Profit Sharing & 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francis J. Cunningham, III Profit Sharing & 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Francis J. Cunningham, III Profit Sharing & 401(k) Plan end-of-year assets rose from $752K in the plan year 2023 filing to $942K in the plan year 2024 filing.
  • Francis J. Cunningham, III Profit Sharing & 401(k) Plan reported net income rose from $169K in the plan year 2023 filing to $190K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953929197 · Francis J. Cunningham, III PY 2024 · 401(k)

Francis J. Cunningham, III Profit Sharing & 401(k) Plan · $942K · 2 · 23rd

  • PART $942K
  • PART 2
  • PART 23rd
  • PART 401(k)
  • PART near Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan
  • PART ind #3558

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 California →

Francis J. Cunningham, III Profit Sharing & 401(k) Plan in the asset neighbourhood

Francis J. Cunningham, III Profit Sharing & 401(k) PlanFrancis J. Cunningham, III P…$942KEmpresas Ortiz Brunet, Inc. 1081.0.1(D) PlanEmpresas Ortiz Brunet, Inc. …$942KRalph E Lewis II 401(k) Profit Sharing Plan & TrustRalph E Lewis II 401(k) Prof…$942KDantes Partners, LLC 401(k) PlanDantes Partners, LLC 401(k) …$942KArdent Partners 401(k) Trust$942K
End-of-year total assets ($M) among Francis J. Cunningham, III Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Francis J. Cunningham, III multi-year asset trail

Sponsor-wide plan assets over time

All Francis J. Cunningham, III plans reported in each filing year

Latest sponsor-wide plan assets
$942K 61.40073939624543% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.58M $0.94M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 2 $583K
2023 1 2 $752K
2024 1 2 $942K

Francis J. Cunningham, III filing trail (2024)

Total Assets (Beginning of Year)$752K
Net Assets (End of Year)$942K
Net Income$190K
Employer EIN953929197
Plan Effective Date1995-09-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Francis J. Cunningham, III Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Francis J. Cunningham, III Profit Sharing & 401(k) Plan, Total assets ($B): 0.000941691 · Participants: 2Francis J. Cunningham, III Profit Sharing & 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Francis J. Cunningham, III Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Francis J. Cunningham, III Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Francis J. Cunningham, III Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan in PR ($942K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($942K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Francis J. Cunningham, III Profit Sharing & 401(k) Plan assets move in 2024? ▼
Francis J. Cunningham, III Profit Sharing & 401(k) Plan grew sharply - up 25.2% during 2024, from $752K to $942K. Reported net income was $190K.
How have Francis J. Cunningham, III plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francis J. Cunningham, III's sponsor-wide assets grew 61.4%, from $583K to $942K.
Where does Francis J. Cunningham, III Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Francis J. Cunningham, III Profit Sharing & 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Francis J. Cunningham, III Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan in PR ($942K, 79 participants).
Which 401(k) plans cover a similar participant headcount to Francis J. Cunningham, III Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953929197.

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.