Profit Sharing · DOL Form 5500 · 2022

Stephen E Clason Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
56th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: American Funds Basic Profit Sharing · Sponsored by Stephen E Clason · Hawaii · Healthcare & Social Assistance

$7M in assets, 2 participants

Stephen E Clason's American Funds Basic Profit Sharing reported $7M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,442 in Healthcare & Social Assistance (20,060 peers)

Stephen E Clason multi-year trail

Stephen E Clason's plans moved +41.0% in assets from 2022 to 2024; this filing shows American Funds Basic Profit Sharing at $7M / 2 participants.

#12,442
in Healthcare & Social Assistance (20,060 peers)
-25.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Funds Basic Profit Sharing's mid-pack asset rank among Healthcare & Social Assistance and all filers

American Funds Basic Profit Sharing vs every filed plan by assets

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

$6,537,405 Top 44% higher than 56% 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

American Funds Basic Profit Sharing among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Funds Basic Profit Sharing is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 990226577 · Stephen E Clason PY 2022 · Profit Sharing

American Funds Basic Profit Sharing · $7M · 2 · 56th

  • IND $7M
  • EOY 2
  • 5500 56th
  • ASSETS Profit Sharing
  • PCT near Roseland Community Hospital Tax Deferred Annuity Plan
  • EIN ind #12442

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 Hawaii →

American Funds Basic Profit Sharing in the asset neighbourhood

American Funds Basic Profit SharingAmerican Funds Basic Profit …$7MRoseland Community Hospital Tax Deferred Annuity PlanRoseland Community Hospital …$7MTed R. Greenzang, M.D., Inc. Profit Sharing PlanTed R. Greenzang, M.D., Inc.…$7MFlora Templeton Stuart Pension PlanFlora Templeton Stuart Pensi…$7MCitibank Business & Professional Retirement PlanCitibank Business & Professi…$7M
End-of-year total assets ($M) among American Funds Basic Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stephen E Clason multi-year asset trail

Sponsor-wide plan assets over time

All Stephen E Clason plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.95566971910108% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.54M $9.21M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 2 $7M
2023 1 2 $8M
2024 1 2 $9M

Stephen E Clason filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN990226577
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Hawaii

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

American Funds Basic Profit Sharing vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants American Funds Basic Profit Sharing, Total assets ($M): 6.537405 · Participants: 2American Funds Basic Profit SharingHawaii Electricians Annuity Plan, Total assets ($M): 401.99921 · Participants: 2531Hawaii Electricians Annuity PlanHawaiiusa Fcu Retirement Plan, Total assets ($M): 47.623878 · Participants: 396Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 29.351643 · Participants: 297Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc 401(k) Profit Sharing Plan, Total assets ($M): 9.854745 · Participants: 90Unlimited Construction Services Inc 401(k) Profit Sharing PlanDavis Levin Livingston, Attorneys at Law Profit Sharing Plan, Total assets ($M): 9.81421 · Participants: 12Davis Levin Livingston, Attorneys at Law Profit Sharing Plan
American Funds Basic Profit Sharing vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare American Funds Basic Profit Sharing side-by-side with 3 peers →

American Funds Basic Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Roseland Community Hospital Tax Deferred Annuity Plan in IL ($7M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 American Funds Basic Profit Sharing assets move in 2022? ▼
American Funds Basic Profit Sharing declined sharply - down 25.8% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Stephen E Clason plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen E Clason's sponsor-wide assets grew 41.0%, from $7M to $9M.
Which Profit Sharing plans are similar in size to American Funds Basic Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by assets is Roseland Community Hospital Tax Deferred Annuity Plan in IL ($7M, 469 participants).
Which Profit Sharing plans cover a similar participant headcount to American Funds Basic Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 990226577.

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.