401(k) · DOL Form 5500 · 2023

Hoi Sze Wong Dds Ms Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Hoi Sze Wong Dds Ms Inc · California · Healthcare & Social Assistance

$2M in assets, 1 participants

Hoi Sze Wong Dds Ms Inc's Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,660 in Healthcare & Social Assistance (17,684 peers)

Hoi Sze Wong Dds Ms Inc multi-year trail

Hoi Sze Wong Dds Ms Inc's plans moved +91.7% in assets from 2022 to 2024; this filing shows Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust at $2M / 1 participant.

#4,660
in Healthcare & Social Assistance (17,684 peers)
+39.5%
assets growth YoY

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,695,210 29th percentile higher than 29% of 127,068 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 2023

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$506K in the plan year 2022 filing to $480K in the plan year 2023 filing.
  • Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262963623 · Hoi Sze Wong Dds Ms Inc PY 2023 · 401(k)

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust · $2M · 1 · 29th

  • PART $2M
  • PART 1
  • PART 29th
  • PART 401(k)
  • PART near Family Medicine of Sayebrook Retirement Plan
  • PART ind #4660

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & TrustHoi Sze Wong Dds Ms Inc 401(…$2MFamily Medicine of Sayebrook Retirement PlanFamily Medicine of Sayebrook…$2MCristo Rey Atlanta Inc 401(k) Profit Sharing Plan and TrustCristo Rey Atlanta Inc 401(k…$2ME-Technology LLC 401(k) Profit Sharing Plan & TrustE-Technology LLC 401(k) Prof…$2MLubbock Audio Visual, Inc. Employees Profit Sharing PlanLubbock Audio Visual, Inc. E…$2M
End-of-year total assets ($M) among Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hoi Sze Wong Dds Ms Inc multi-year asset trail

Sponsor-wide plan assets over time

All Hoi Sze Wong Dds Ms Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 91.6544889643687% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.22M $2.33M ▲ +91.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Hoi Sze Wong Dds Ms Inc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$480K
Employer EIN262963623
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00169521 · Participants: 1Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Family Medicine of Sayebrook Retirement Plan in SC ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust surged - up 39.5% during 2023, from $1M to $2M. Reported net income was $480K.
How have Hoi Sze Wong Dds Ms Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoi Sze Wong Dds Ms Inc's sponsor-wide assets grew 91.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Family Medicine of Sayebrook Retirement Plan in SC ($2M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Hoi Sze Wong Dds Ms Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262963623.

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.