Defined Benefit (Pension) · DOL Form 5500 · 2022

Sun & Associates Cpa Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$550,509
Avg per participant High balance/head
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Official DOL plan name: Ken Sun Cpa Pension Plan · Sponsored by Sun & Associates Cpa · California · Professional & Technical Services

$3M in assets, 5 participants

Sun & Associates Cpa's Ken Sun Cpa Pension Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,750 in Professional & Technical Services (21,562 peers)

Sun & Associates Cpa multi-year trail

Sun & Associates Cpa's plans moved +11.4% in assets from 2022 to 2024; this filing shows Ken Sun Cpa Pension Plan at $3M / 5 participants.

#7,750
in Professional & Technical Services (21,562 peers)
+2.7%
assets growth YoY

Ken Sun Cpa Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ken Sun Cpa Pension Plan vs every filed plan by assets

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

$2,752,545 39th percentile higher than 39% 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

Ken Sun Cpa 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. Ken Sun Cpa Pension Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 202064262 · Sun & Associates Cpa PY 2022 · Defined Benefit (Pension)

Ken Sun Cpa Pension Plan · $3M · 5 · 39th

  • EBSA $3M
  • PART 5
  • TYPE 39th
  • NET Defined Benefit (Pension)
  • BOOK near Composite Pension Fund Pension Plan
  • VS-ST ind #7750

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 →

Ken Sun Cpa Pension Plan in the asset neighbourhood

Msg Entertainment Holdings, LLC Ret Plan for Licnsd Ushers & Tckt Tkrs Lcl Union 176 SEIU AFL-CIOMsg Entertainment Holdings, …$3MKen Sun Cpa Pension Plan$3MComposite Pension Fund Pension PlanComposite Pension Fund Pensi…$3MGastrointestinal Clinic of the Quad Cities, P.C. Cash Balance PlanGastrointestinal Clinic of t…$3MMorgan Rio Capital Management, LLC Cash Balance Pension Plan and TrustMorgan Rio Capital Managemen…$3M
End-of-year total assets ($M) among Ken Sun Cpa Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Sun & Associates Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Sun & Associates Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.37107658548725% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M$3.1M$3.2M 202220232024 $2.75M $3.07M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 7 $3M
2024 1 6 $3M

Sun & Associates Cpa filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$72K
Employer EIN202064262
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Ken Sun Cpa Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ken Sun Cpa Pension Plan, Total assets ($B): 0.002752545 · Participants: 5Ken Sun Cpa 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
Ken Sun Cpa Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ken Sun Cpa Pension Plan side-by-side with 3 peers →

Ken Sun Cpa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Composite Pension Fund Pension Plan in WV ($3M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Ken Sun Cpa Pension Plan assets move in 2022? ▼
Ken Sun Cpa Pension Plan edged up modestly - up 2.7% during 2022, from $3M to $3M. Reported net income was $72K.
How have Sun & Associates Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun & Associates Cpa's sponsor-wide assets grew 11.4%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Ken Sun Cpa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Composite Pension Fund Pension Plan in WV ($3M, 42 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ken Sun Cpa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 202064262.

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.