Defined Benefit (Pension) · DOL Form 5500 · 2022

Benjamin W. Wong & Associates Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benjamin W. Wong & Associates Defined Benefit Pension Plan · Sponsored by Benjamin W. Wong & Associates · California · Finance & Insurance

$3M in assets, 3 participants

Benjamin W. Wong & Associates's Benjamin W. Wong & Associates Defined Benefit Pension Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,671 in Finance & Insurance (9,261 peers)

Benjamin W. Wong & Associates multi-year trail

Benjamin W. Wong & Associates's plans moved +10.4% in assets from 2022 to 2024; this filing shows Benjamin W. Wong & Associates Defined Benefit Pension Plan at $3M / 3 participants.

#2,671
in Finance & Insurance (9,261 peers)
-9.1%
assets change YoY

The plan reported a net loss of $335K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benjamin W. Wong & Associates Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Benjamin W. Wong & Associates Defined Benefit Pension Plan vs every filed plan by assets

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

$3,333,636 42nd percentile higher than 42% 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

Benjamin W. Wong & Associates Defined Benefit Pension 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. Benjamin W. Wong & Associates Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 202183084 · Benjamin W. Wong & Associates PY 2022 · Defined Benefit (Pension)

Benjamin W. Wong & Associates Defined Benefit Pension Plan · $3M · 3 · 42nd

  • EBSA $3M
  • PART 3
  • TYPE 42nd
  • NET Defined Benefit (Pension)
  • BOOK near Pension Plan of Centers for Youth and Families
  • VS-ST ind #2671

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 Finance & Insurance retirement plans → · Plans in California →

Benjamin W. Wong & Associates Defined Benefit Pension Plan in the asset neighbourhood

Marketing & Trade Consultants, Corp. Retirement PlanMarketing & Trade Consultant…$3MIndianapolis Power & Light Company Supplemental Retirement PlanIndianapolis Power & Light C…$3MBenjamin W. Wong & Associates Defined Benefit Pension PlanBenjamin W. Wong & Associate…$3MPension Plan of Centers for Youth and FamiliesPension Plan of Centers for …$3MCore Electric Cooperative Variable Annuity Defined Benefit PlanCore Electric Cooperative Va…$3M
End-of-year total assets ($M) among Benjamin W. Wong & Associates Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Benjamin W. Wong & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin W. Wong & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$15M 10.3934192326608% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.1M ▲ +10.3%
Year Plans Participants Total Assets
2022 2 6 $14M
2023 2 6 $13M
2024 2 8 $15M

Benjamin W. Wong & Associates filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$335K
Employer EIN202183084
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Benjamin W. Wong & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Benjamin W. Wong & Associates Defined Benefit Pension Plan, Total assets ($B): 0.003333636 · Participants: 3Benjamin W. Wong & Associates Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Benjamin W. Wong & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Benjamin W. Wong & Associates Defined Benefit Pension Plan side-by-side with 3 peers →

Benjamin W. Wong & Associates Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan of Centers for Youth and Families in AR ($3M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (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 Benjamin W. Wong & Associates Defined Benefit Pension Plan assets move in 2022? ▼
Benjamin W. Wong & Associates Defined Benefit Pension Plan pulled back noticeably - down 9.1% during 2022, from $4M to $3M. Reported net income was -$335K.
How have Benjamin W. Wong & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin W. Wong & Associates's sponsor-wide assets grew 10.4%, from $14M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Benjamin W. Wong & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Centers for Youth and Families in AR ($3M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Benjamin W. Wong & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 202183084.

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.