Profit Sharing · DOL Form 5500 · 2023
Stephen E Clason Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 2
- Participants
- 54th
- Percentile by assets
- $4.0M
- Avg per participant
Official DOL plan name: American Funds Basic Profit Sharing · Sponsored by Stephen E Clason · Hawaii · Healthcare & Social Assistance
$8M in assets, 2 participants
Stephen E Clason's American Funds Basic Profit Sharing reported $8M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- 54th percentile by assets (of 127,072 plans)
- #10,460 in Healthcare & Social Assistance (17,684 peers)
Stephen E Clason multi-year trail
Stephen E Clason's plans moved +41.0% in assets from 2022 to 2024; this filing shows American Funds Basic Profit Sharing at $8M / 2 participants.
- $8M
- total plan assets (2023 EOY)
- 2
- covered participants
- 54th
- percentile by assets (of 127,072 plans)
- $4.0M
- avg assets per participant
Where American Funds Basic Profit Sharing sits by total assets
American Funds Basic Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,932,186 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Funds Basic Profit Sharing reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- American Funds Basic Profit Sharing end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Stephen E Clason across 3 plan years on file
Across the 3 plan years Stephen E Clason has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 41.0%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($7M).
Stephen E Clason multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $7M |
| 2023 | 1 | 2 | $8M |
| 2024 | 1 | 2 | $9M |
Stephen E Clason filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 990226577 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
American Funds Basic Profit Sharing vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
- Hawaii Electricians Annuity Plan $450M · 2,215
- Hawaii Sheet Metal Workers Annuity Profit Sharing $108M · 514
- Hawaiiusa Fcu Retirement Plan $56M · 386
- Hawaiian Dredging Construction Company Profit Sharing Plan $34M · 296
- Unlimited Construction Services Inc. 401(k) Profit Sharing Plan $13M · 105
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to American Funds Basic Profit Sharing by total assets, not by location.
Frequently Asked Questions
How did American Funds Basic Profit Sharing assets move in 2023? ▼
How have Stephen E Clason plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to American Funds Basic Profit Sharing? ▼
Next read for American Funds Basic Profit Sharing
Multi-year trail
Ways to act on American Funds Basic Profit Sharing's numbers.
- By total assets, American Funds Basic Profit Sharing ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Hawaii. Compare plans
- Stephen E Clason's sponsor-wide assets have grown 41.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans