401(k) · DOL Form 5500 · 2022

Wong & Rees LLP 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$211,686
Avg per participant Above avg balance/head
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Official DOL plan name: Wong & Rees LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Wong & Rees LLP · California · Professional & Technical Services

$1M in assets, 6 participants

Wong & Rees LLP's Wong & Rees LLP 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,141 in Professional & Technical Services (21,562 peers)

2022 asset change

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust pulled back noticeably 10.8% in 2022 ($1M → $1M) for 6 participants.

#5,141
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY

The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,270,115 28th percentile higher than 28% 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

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wong & Rees LLP 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 471848784 · Wong & Rees LLP PY 2022 · 401(k)

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust · $1M · 6 · 28th

  • EIN $1M
  • RANK 6
  • PHOTO 28th
  • IND 401(k)
  • EOY near The Contractors Retirement Plan
  • 5500 ind #5141

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 Professional & Technical Services retirement plans → · Plans in California →

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wong & Rees LLP 401(k) Profit Sharing Plan & TrustWong & Rees LLP 401(k) Profi…$1MThe Contractors Retirement PlanThe Contractors Retirement P…$1MIn Charge Electrical Services, LLC 401(k) PlanIn Charge Electrical Service…$1MExecutive Medical Services P.C. 401(k) PlanExecutive Medical Services P…$1MKarmart 401(k) Plan$1M
End-of-year total assets ($M) among Wong & Rees LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wong & Rees LLP years around the 2022 move

Sponsor-wide plan assets over time

All Wong & Rees LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.527271152612165% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.27M $1.37M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 2 $1M
2024 1 2 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$154K
Employer EIN471848784
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wong & Rees LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001270115 · Participants: 6Wong & Rees LLP 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wong & Rees LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Wong & Rees LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Contractors Retirement Plan in VA ($1M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Wong & Rees LLP 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Wong & Rees LLP 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.8% during 2022, from $1M to $1M. Reported net income was -$154K.
How have Wong & Rees LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wong & Rees LLP's sponsor-wide assets grew 7.5%, from $1M to $1M.
Which 401(k) plans are similar in size to Wong & Rees LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in VA ($1M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Wong & Rees LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 471848784.

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.