401(k) · DOL Form 5500 · 2024
Fund Employees 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $144,687
- Avg per participant Above avg balance/head
Official DOL plan name: Fund Employees 401(k) Plan · Sponsored by Fund Employees 401(k) Plan · California · Other Services
$6M in assets, 41 participants
Fund Employees 401(k) Plan's Fund Employees 401(k) Plan reported $6M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #5,131 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Fund Employees 401(k) Plan ranks #5,131 of 7,719 2024 filers by assets (338% of the sector average)-$6M for 41 participants.
- #5,131
- in Other Services (7,719 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $127K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fund Employees 401(k) Plan's mid-pack asset rank among Other Services and all filers
Fund Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,932,160 45th percentile higher than 45% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fund Employees 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fund Employees 401(k) Plan is a small filing (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fund Employees 401(k) Plan reported net income fell from $967K in the plan year 2023 filing to -$127K in the plan year 2024 filing.
- Fund Employees 401(k) Plan reported participants fell from 43 in the plan year 2023 filing to 41 in the plan year 2024 filing.
- Fund Employees 401(k) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 136695765 · Fund Employees 401(k) Plan PY 2024 · 401(k)
Fund Employees 401(k) Plan · $6M · 41 · 45th
- PART $6M
- PART 41
- PART 45th
- PART 401(k)
- PART near Gerresheimer Peachtree City, Inc. 401(k) Plan
- PART ind #5131
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 Other Services retirement plans → · Plans in California →
Fund Employees 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$127K |
| Employer EIN | 136695765 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fund Employees 401(k) Plan)
Sponsor-wide plan assets over time
All Fund Employees 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.5061052108955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $5M |
| 2023 | 1 | 43 | $6M |
| 2024 | 1 | 41 | $6M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Fund Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA ($6M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.
- Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) 41 · 0 off
- National Blasting & Coating 401(k) Profit Sharing Plan & Trust (LA) 41 · 0 off
- Efs Advisors 401(k) Plan (MN) 41 · 0 off
- Hc of Virginia 401(k) Plan (VA) 41 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.