Profit Sharing · DOL Form 5500 · 2023

Joseph N Tseng Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$963,067
Avg per participant High balance/head
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Official DOL plan name: Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. · Sponsored by Joseph N Tseng · Michigan · Healthcare & Social Assistance

$2M in assets, 2 participants

Joseph N Tseng's Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,038 in Healthcare & Social Assistance (17,684 peers)

Joseph N Tseng multi-year trail

Joseph N Tseng's plans moved +78.6% in assets from 2022 to 2024; this filing shows Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. at $2M / 2 participants.

#5,038
in Healthcare & Social Assistance (17,684 peers)
+36.5%
assets growth YoY

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. among the smaller filed plans by assets

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs every filed plan by assets

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

$1,926,134 30th percentile higher than 30% 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

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. reported net income rose from -$750K in the plan year 2022 filing to $515K in the plan year 2023 filing.
  • Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382095879 · Joseph N Tseng PY 2023 · Profit Sharing

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. · $2M · 2 · 30th

  • PART $2M
  • TYPE 2
  • NET 30th
  • BOOK Profit Sharing
  • VS-ST near Wm David Breedlove Profit Sharing Plan
  • BOY ind #5038

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 Michigan →

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. in the asset neighbourhood

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Joseph Tseng Self-Employed P…$2MWm David Breedlove Profit Sharing PlanWm David Breedlove Profit Sh…$2MDees-Hennessey, Inc. Profit Sharing Plan and TrustDees-Hennessey, Inc. Profit …$2MParagon Consulting Group Inc Profit Sharing PlanParagon Consulting Group Inc…$2MMitchell Broder, Cpa Profit Sharing PlanMitchell Broder, Cpa Profit …$2M
End-of-year total assets ($M) among Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Joseph N Tseng multi-year asset trail

Sponsor-wide plan assets over time

All Joseph N Tseng plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.58644194225229% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.19M $3.9M ▲ +78.1%
Year Plans Participants Total Assets
2022 2 5 $2M
2023 2 3 $3M
2024 2 2 $4M

Joseph N Tseng filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$515K
Employer EIN382095879
Plan Effective Date1990-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co., Total assets ($B): 0.001926134 · Participants: 2Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Henry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. side-by-side with 3 peers →

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.'s out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Wm David Breedlove Profit Sharing Plan in GA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. assets move in 2023? ▼
Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. surged - up 36.5% during 2023, from $1M to $2M. Reported net income was $515K.
How have Joseph N Tseng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph N Tseng's sponsor-wide assets grew 78.6%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.? ▼
Among Profit Sharing plans in other states, the closest by assets is Wm David Breedlove Profit Sharing Plan in GA ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 382095879.

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.