Profit Sharing · DOL Form 5500 · 2022

Joseph N Tseng Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$470,399
Avg per participant High balance/head
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Official DOL plan name: Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. · Sponsored by Joseph N Tseng · Michigan · Healthcare & Social Assistance

$1M in assets, 3 participants

Joseph N Tseng's Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,565 in Healthcare & Social Assistance (20,060 peers)

Joseph N Tseng multi-year trail

Joseph N Tseng's plans moved +78.6% in assets from 2022 to 2024; this filing shows Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. at $1M / 3 participants.

#5,565
in Healthcare & Social Assistance (20,060 peers)
-34.7%
assets change YoY

The plan reported a net loss of $750K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. among the smaller filed plans by assets

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,411,198 29th percentile higher than 29% of 139,123 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 2022

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 382095879 · Joseph N Tseng PY 2022 · Profit Sharing

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. · $1M · 3 · 29th

  • BOY $1M
  • BOY 3
  • BOY 29th
  • BOY Profit Sharing
  • BOY near Pathtech Ltd Profit Sharing Plan U/a 12/27/02
  • BOY ind #5565

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. in the asset neighbourhood

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Joseph Tseng Self-Employed P…$1MPathtech Ltd Profit Sharing Plan U/a 12/27/02Pathtech Ltd Profit Sharing …$1MGarbarino & Johns of Texas, Inc. Profit Sharing PlanGarbarino & Johns of Texas, …$1MConcord Nh Boys & Girls Club 403(b) PlanConcord Nh Boys & Girls Club…$1MDavid Hom Dds Profit Sharing PlanDavid Hom Dds Profit Sharing…$1M
End-of-year total assets ($M) among Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Joseph N Tseng multi-year asset trail

Sponsor-wide plan assets over time

All Joseph N Tseng plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.58644194225229% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.19M $3.9M ▲ +78.1%
Year Plans Participants Total Assets
2022 2 5 $2M
2023 2 3 $3M
2024 2 2 $4M

Joseph N Tseng filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$750K
Employer EIN382095879
Plan Effective Date1990-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co., Total assets ($B): 0.001411198 · Participants: 3Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Henry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. side-by-side with 3 peers →

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.'s out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Pathtech Ltd Profit Sharing Plan U/a 12/27/02 in TX ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. assets move in 2022? ▼
Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. contracted severely - down 34.7% during 2022, from $2M to $1M. Reported net income was -$750K.
How have Joseph N Tseng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph N Tseng's sponsor-wide assets grew 78.6%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.? ▼
Among Profit Sharing plans in other states, the closest by assets is Pathtech Ltd Profit Sharing Plan U/a 12/27/02 in TX ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382095879.

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.