401(k) · DOL Form 5500 · 2023

Wong & Rees LLP 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$594,719
Avg per participant High balance/head
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Official DOL plan name: Wong & Rees LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Wong & Rees LLP · California · Professional & Technical Services

$1M in assets, 2 participants

Wong & Rees LLP's Wong & Rees LLP 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,174 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust holds $1M for 2 participants - about $594,719 per participant, in the lower half of filed plans by assets.

#4,174
in Professional & Technical Services (20,321 peers)
-6.4%
assets change YoY

The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,189,437 25th percentile higher than 25% 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

Wong & Rees LLP 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. Wong & Rees LLP 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wong & Rees LLP 401(k) Profit Sharing Plan & Trust reported participants fell from 6 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Wong & Rees LLP 401(k) Profit Sharing Plan & Trust reported net income rose from -$154K in the plan year 2022 filing to -$81K in the plan year 2023 filing.
  • Wong & Rees LLP 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471848784 · Wong & Rees LLP PY 2023 · 401(k)

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust · $1M · 2 · 25th

  • IND $1M
  • IND 2
  • IND 25th
  • IND 401(k)
  • IND near Tri State Supply, Inc. 401(k) Plan
  • IND ind #4174

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 →

Wong & Rees LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wong & Rees LLP 401(k) Profit Sharing Plan & TrustWong & Rees LLP 401(k) Profi…$1MTri State Supply, Inc. 401(k) PlanTri State Supply, Inc. 401(k…$1MPowers Enrichment Group, Inc. 401(k) Profit Sharing PlanPowers Enrichment Group, Inc…$1MDean Turner's Jewelry Co 401(k) Profit Sharing PlanDean Turner's Jewelry Co 401…$1MBehavorial Connections 401(k) Profit Sharing PlanBehavorial Connections 401(k…$1M
End-of-year total assets ($M) among Wong & Rees LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$81K
Employer EIN471848784
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wong & Rees LLP)

Sponsor-wide plan assets over time

All Wong & Rees LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.527271152612165% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.27M $1.37M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby 401(k) Plans in California

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

Wong & Rees LLP 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 ($B) Participants Wong & Rees LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001189437 · Participants: 2Wong & Rees LLP 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
Wong & Rees LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Wong & Rees LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wong & Rees LLP 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 Tri State Supply, Inc. 401(k) Plan in IN ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Wong & Rees LLP 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wong & Rees LLP 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.4% during 2023, from $1M to $1M. Reported net income was -$81K.
How have Wong & Rees LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wong & Rees LLP's sponsor-wide assets grew 7.5%, from $1M to $1M.
Where does Wong & Rees LLP 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wong & Rees LLP 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Wong & Rees LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tri State Supply, Inc. 401(k) Plan in IN ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Wong & Rees LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 471848784.

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.