401(k) · DOL Form 5500 · 2022

Stephanie Chung and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$142K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$70,825
Avg per participant Below avg balance/head
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Official DOL plan name: Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Stephanie Chung and Associates, Inc. · Texas · Professional & Technical Services

$142K in assets, 2 participants

Stephanie Chung and Associates, Inc.'s Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan reported $142K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,497 in Professional & Technical Services (21,562 peers)

2022 asset change

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan surged 128.7% in 2022 ($62K → $142K) for 2 participants.

#1,497
in Professional & Technical Services (21,562 peers)
+128.7%
assets growth YoY

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$141,649 8th percentile higher than 8% 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

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 471118366 · Stephanie Chung and Associates, Inc. PY 2022 · 401(k)

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan · $142K · 2 · 8th

  • SCH $142K
  • EBSA 2
  • PART 8th
  • TYPE 401(k)
  • NET near Grubb, Inc. 401(k) Plan
  • BOOK ind #1497

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 Texas →

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing PlanStephanie Chung and Associat…$142KGrubb, Inc. 401(k) Plan$142KMonticello Motor Club LLC 401(k) Profit Sharing Planand TrustMonticello Motor Club LLC 40…$142KRefined Vending Solutions, Inc. 401(k) Profit Sharing PlanRefined Vending Solutions, I…$142KRatonium Corporation Retirement PlanRatonium Corporation Retirem…$142K
End-of-year total assets ($M) among Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stephanie Chung and Associates, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Stephanie Chung and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M$0.15M$0.2M 20222023 $0.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $142K
2023 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$62K
Net Assets (End of Year)$142K
Net Income$80K
Employer EIN471118366
Plan Effective Date2014-06-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000141649 · Participants: 2Stephanie Chung and Associates, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Grubb, Inc. 401(k) Plan in DE ($142K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan surged - up 128.7% during 2022, from $62K to $142K. Reported net income was $80K.
Where does Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grubb, Inc. 401(k) Plan in DE ($142K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Stephanie Chung and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants, $2M 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 471118366.

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.