401(k) · DOL Form 5500 · 2024

B.R. Funsten & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
232
Participants Below avg headcount
69th
Percentile by assets National rank
$82,718
Avg per participant Below avg balance/head
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Official DOL plan name: B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan · Sponsored by B.R. Funsten & Company, Inc. · California · Wholesale Trade

$19M in assets, 232 participants

B.R. Funsten & Company, Inc.'s B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan reported $19M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,956 in Wholesale Trade (6,080 peers)

Coverage in California

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan covers 232 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $19M.

#3,956
in Wholesale Trade (6,080 peers)
+9.2%
assets growth YoY

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan's outsized position by total assets

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,190,665 Top 31% higher than 69% 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

B.R. Funsten & Company, Inc 401(k) Profit Sharing 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. B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan reported participants fell from 269 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941369591 · B.R. Funsten & Company, Inc. PY 2024 · 401(k)

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan · $19M · 232 · 69th

  • PART $19M
  • TYPE 232
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Overhead Door Corporation Retirement Plan for Hourly Employees
  • BOY ind #3956

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 Wholesale Trade retirement plans → · Plans in California →

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

B.R. Funsten & Company, Inc 401(k) Profit Sharing PlanB.R. Funsten & Company, Inc …$19MOverhead Door Corporation Retirement Plan for Hourly EmployeesOverhead Door Corporation Re…$19MWolverine Building Group, Inc. Savings and Retirement PlanWolverine Building Group, In…$19MEpoch Senior Living 401(k) PlanEpoch Senior Living 401(k) P…$19MA.C.M. Retirement Savings PlanA.C.M. Retirement Savings Pl…$19M
End-of-year total assets ($M) among B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN941369591
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B.R. Funsten & Company, Inc.)

Sponsor-wide plan assets over time

All B.R. Funsten & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 21.96221958717823% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.7M $19.2M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 275 $16M
2023 1 269 $18M
2024 1 232 $19M

Nearby 401(k) Plans in California

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

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.019190665 · Participants: 232B.R. Funsten & Company, Inc 401(k) Profit Sharing 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
B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Overhead Door Corporation Retirement Plan for Hourly Employees in TX ($19M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan grew at a solid clip - up 9.2% during 2024, from $18M to $19M. Reported net income was $2M.
How have B.R. Funsten & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B.R. Funsten & Company, Inc.'s sponsor-wide assets grew 22.0%, from $16M to $19M.
Which 401(k) plans are similar in size to B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Overhead Door Corporation Retirement Plan for Hourly Employees in TX ($19M, 320 participants).
Which 401(k) plans cover a similar participant headcount to B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 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 941369591.

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.