401(k) · DOL Form 5500 · 2022

Leung, Louie, Ip & Co., LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
30th
Percentile by assets National rank
$109,302
Avg per participant Below avg balance/head
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Official DOL plan name: Leung, Louie, Ip & Co. , LLP 401(k) Plan · Sponsored by Leung, Louie, Ip & Co., LLP · California · Professional & Technical Services

$2M in assets, 14 participants

Leung, Louie, Ip & Co., LLP's Leung, Louie, Ip & Co. , LLP 401(k) Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,687 in Professional & Technical Services (21,562 peers)

Leung, Louie, Ip & Co., LLP multi-year trail

Leung, Louie, Ip & Co., LLP's plans moved +105.2% in assets from 2022 to 2024; this filing shows Leung, Louie, Ip & Co. , LLP 401(k) Plan at $2M / 14 participants.

#5,687
in Professional & Technical Services (21,562 peers)
+0.2%
assets growth YoY

Leung, Louie, Ip & Co. , LLP 401(k) Plan among the smaller filed plans by assets

Leung, Louie, Ip & Co. , LLP 401(k) Plan vs every filed plan by assets

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

$1,530,226 30th percentile higher than 30% 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

Leung, Louie, Ip & Co. , LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leung, Louie, Ip & Co. , LLP 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

DOL schedule card

Filing strip 271571682 · Leung, Louie, Ip & Co., LLP PY 2022 · 401(k)

Leung, Louie, Ip & Co. , LLP 401(k) Plan · $2M · 14 · 30th

  • BOOK $2M
  • BOOK 14
  • BOOK 30th
  • BOOK 401(k)
  • BOOK near 401(k) Profit Sharing Plan for Employees of Sound Community Services, Inc.
  • BOOK ind #5687

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 →

Leung, Louie, Ip & Co. , LLP 401(k) Plan in the asset neighbourhood

Leung, Louie, Ip & Co. , LLP 401(k) PlanLeung, Louie, Ip & Co. , LLP…$2M401(k) Profit Sharing Plan for Employees of Sound Community Services, Inc.401(k) Profit Sharing Plan f…$2MJenspy 401(k) Plan$2MNext Level Resource Partners, Inc. 401(k) PlanNext Level Resource Partners…$2MLifescience Logistics, LLC 401(k) PlanLifescience Logistics, LLC 4…$2M
End-of-year total assets ($M) among Leung, Louie, Ip & Co. , LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Leung, Louie, Ip & Co., LLP multi-year asset trail

Sponsor-wide plan assets over time

All Leung, Louie, Ip & Co., LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 105.15244153477983% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.53M $3.14M ▲ +105.2%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 13 $2M
2024 1 13 $3M

Leung, Louie, Ip & Co., LLP filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$3K
Employer EIN271571682
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Leung, Louie, Ip & Co. , LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Leung, Louie, Ip & Co. , LLP 401(k) Plan, Total assets ($B): 0.001530226 · Participants: 14Leung, Louie, Ip & Co. , LLP 401(k) PlanWells 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
Leung, Louie, Ip & Co. , LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Leung, Louie, Ip & Co. , LLP 401(k) Plan side-by-side with 3 peers →

Leung, Louie, Ip & Co. , LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Sound Community Services, Inc. in CT ($2M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Leung, Louie, Ip & Co. , LLP 401(k) Plan assets move in 2022? ▼
Leung, Louie, Ip & Co. , LLP 401(k) Plan held essentially flat - up 0.2% during 2022, from $2M to $2M. Reported net income was $3K.
How have Leung, Louie, Ip & Co., LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leung, Louie, Ip & Co., LLP's sponsor-wide assets grew 105.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Leung, Louie, Ip & Co. , LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Sound Community Services, Inc. in CT ($2M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Leung, Louie, Ip & Co. , LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 271571682.

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.