401(k) · DOL Form 5500 · 2023

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets: 2
Participants Small participant base: 6th
Percentile by assets National rank: $42,420
Avg per participant Low balance/head

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Official DOL plan name: Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Hsiao Wen Sun, Dds, Ms, Inc. · California · Healthcare & Social Assistance

$85K in assets, 2 participants

Hsiao Wen Sun, Dds, Ms, Inc.'s Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan reported $85K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

#686 in Healthcare & Social Assistance (17,684 peers)

Hsiao Wen Sun, Dds, Ms, Inc. multi-year trail

Hsiao Wen Sun, Dds, Ms, Inc.'s plans moved -49.1% in assets from 2022 to 2023; this filing shows Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan at $85K / 2 participants.

#686
in Healthcare & Social Assistance (17,684 peers): -49.1%
assets change YoY

The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan among the smaller filed plans by assets

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

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

$84,839 6th percentile higher than 6% 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

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan end-of-year assets fell from $167K in the plan year 2022 filing to $85K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954417869 · Hsiao Wen Sun, Dds, Ms, Inc. PY 2023 · 401(k)

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan · $85K · 2 · 6th

VS-ST $85K
BOY 2
SCH 6th
EBSA 401(k)
PART near Choco, Inc. 401(k) Plan
TYPE ind #686

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 →

End-of-year total assets ($M) among Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hsiao Wen Sun, Dds, Ms, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $85K 49.07959258392303% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$167K
2023	1	2	$85K

Hsiao Wen Sun, Dds, Ms, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$167K
Net Assets (End of Year)	$85K
Net Income	-$82K
Employer EIN	954417869
Plan Effective Date	2003-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan side-by-side with 3 peers →

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Choco, Inc. 401(k) Plan in WI ($85K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85K here).

Choco, Inc. 401(k) Plan (WI) $85K · 8
Abcm Group Inc. Retirement Plan (NY) $85K · 1
Gonzo Flooring Enterprises, Inc. 401(k) Profit Sharing Plan (MA) $85K · 1
Levrone Enterprises, Inc. 401(k) Profit Sharing Plan (MD) $85K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan assets move in 2023? ▼

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan contracted severely - down 49.1% during 2023, from $167K to $85K. Reported net income was -$82K.

How have Hsiao Wen Sun, Dds, Ms, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Hsiao Wen Sun, Dds, Ms, Inc.'s sponsor-wide assets declined 49.1%, from $167K to $85K.

Where does Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Choco, Inc. 401(k) Plan in WI ($85K, 8 participants).

Which 401(k) plans cover a similar participant headcount to Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼

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 954417869.