401(k) · DOL Form 5500 · 2024

Institute for Functional Medicine 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
103
Participants Small participant base
47th
Percentile by assets National rank
$64,361
Avg per participant Low balance/head
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Official DOL plan name: Institute for Functional Medicine 401(k) Plan · Sponsored by Institute for Functional Medicine · Washington · Educational Services

$7M in assets, 103 participants

Institute for Functional Medicine's Institute for Functional Medicine 401(k) Plan reported $7M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,138 in Educational Services (3,638 peers)

Coverage in Washington

Institute for Functional Medicine 401(k) Plan covers 103 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $7M.

#1,138
in Educational Services (3,638 peers)
+27.5%
assets growth YoY

Institute for Functional Medicine 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Institute for Functional Medicine 401(k) Plan vs every filed plan by assets

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

$6,629,190 47th percentile higher than 47% 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

Institute for Functional Medicine 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Functional Medicine 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institute for Functional Medicine 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Institute for Functional Medicine 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Institute for Functional Medicine 401(k) Plan reported participants rose from 98 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 912107518 · Institute for Functional Medicine PY 2024 · 401(k)

Institute for Functional Medicine 401(k) Plan · $7M · 103 · 47th

  • PHOTO $7M
  • IND 103
  • EOY 47th
  • 5500 401(k)
  • ASSETS near Breaux Mart Supermarkets, Inc. 401(k) Profit Sharing Plan
  • PCT ind #1138

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 Educational Services retirement plans → · Plans in Washington →

Institute for Functional Medicine 401(k) Plan in the asset neighbourhood

Institute for Functional Medicine 401(k) PlanInstitute for Functional Med…$7MBreaux Mart Supermarkets, Inc. 401(k) Profit Sharing PlanBreaux Mart Supermarkets, In…$7MScurlock Holdings Inc. 401(k) PlanScurlock Holdings Inc. 401(k…$7MClark's Pump N' Shop, Inc. 401(k) PlanClark's Pump N' Shop, Inc. 4…$7MNebo Agency, LLC 401(k) Plan$7M
End-of-year total assets ($M) among Institute for Functional Medicine 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN912107518
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Functional Medicine)

Sponsor-wide plan assets over time

All Institute for Functional Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$7M 65.87285680721043% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4M $6.63M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 98 $5M
2024 1 103 $7M

Nearby 401(k) Plans in Washington

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

Institute for Functional Medicine 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Institute for Functional Medicine 401(k) Plan, Total assets ($B): 0.00662919 · Participants: 103Institute for Functional Medicine 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Institute for Functional Medicine 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Institute for Functional Medicine 401(k) Plan side-by-side with 3 peers →

Institute for Functional Medicine 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Breaux Mart Supermarkets, Inc. 401(k) Profit Sharing Plan in LA ($7M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Institute for Functional Medicine 401(k) Plan assets move in 2024? ▼
Institute for Functional Medicine 401(k) Plan grew sharply - up 27.5% during 2024, from $5M to $7M. Reported net income was $1M.
How have Institute for Functional Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Functional Medicine's sponsor-wide assets grew 65.9%, from $4M to $7M.
Which 401(k) plans are similar in size to Institute for Functional Medicine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breaux Mart Supermarkets, Inc. 401(k) Profit Sharing Plan in LA ($7M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Institute for Functional Medicine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 912107518.

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.