401(k) · DOL Form 5500 · 2023

William L. Wong, Cpa & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
44th
Percentile by assets National rank
$600,855
Avg per participant High balance/head
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Official DOL plan name: William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by William L. Wong, Cpa & Associates, Inc. · Hawaii · Professional & Technical Services

$5M in assets, 8 participants

William L. Wong, Cpa & Associates, Inc.'s William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,393 in Professional & Technical Services (20,321 peers)

William L. Wong, Cpa & Associates, Inc. multi-year trail

William L. Wong, Cpa & Associates, Inc.'s plans moved +18.5% in assets from 2023 to 2024; this filing shows William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan at $5M / 8 participants.

#8,393
in Professional & Technical Services (20,321 peers)
+15.5%
assets growth YoY

William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,806,841 44th percentile higher than 44% 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

William L. Wong, Cpa & Associates, Inc. 401(k) 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. William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 990212383 · William L. Wong, Cpa & Associates, Inc. PY 2023 · 401(k)

William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan · $5M · 8 · 44th

  • PART $5M
  • TYPE 8
  • NET 44th
  • BOOK 401(k)
  • VS-ST near Illinois Sleep Products, Inc. 401(k) and Profit Sharing Plan
  • BOY ind #8393

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 Hawaii →

William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing PlanWilliam L. Wong, Cpa & Assoc…$5MIllinois Sleep Products, Inc. 401(k) and Profit Sharing PlanIllinois Sleep Products, Inc…$5MNewport Children's School, Inc. 401(k) Profit Sharing PlanNewport Children's School, I…$5MOregon Screen Impressions, Inc. Employees' 401(k))Oregon Screen Impressions, I…$5MWebb Employee Stock Ownership 401(k) PlanWebb Employee Stock Ownershi…$5M
End-of-year total assets ($M) among William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

William L. Wong, Cpa & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William L. Wong, Cpa & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.483469704947595% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M 20232024 $4.81M $5.7M ▲ +18.5%
Year Plans Participants Total Assets
2023 1 8 $5M
2024 1 10 $6M

William L. Wong, Cpa & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$645K
Employer EIN990212383
Plan Effective Date1991-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004806841 · Participants: 8William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Illinois Sleep Products, Inc. 401(k) and Profit Sharing Plan in IL ($5M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.5% during 2023, from $4M to $5M. Reported net income was $645K.
How have William L. Wong, Cpa & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), William L. Wong, Cpa & Associates, Inc.'s sponsor-wide assets grew 18.5%, from $5M to $6M.
Which 401(k) plans are similar in size to William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illinois Sleep Products, Inc. 401(k) and Profit Sharing Plan in IL ($5M, 50 participants).
Which 401(k) plans cover a similar participant headcount to William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 990212383.

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.