Defined Benefit (Pension) · DOL Form 5500 · 2023
Hou J. Yen, Cpa a Professional Corporation Pension Plan
Data updated 2026-08-25
- $424K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $106,043
- Avg per participant Below avg balance/head
Official DOL plan name: Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan · Sponsored by Hou J. Yen, Cpa a Professional Corporation · California · Professional & Technical Services
$424K in assets, 4 participants
Hou J. Yen, Cpa a Professional Corporation's Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan reported $424K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,534 in Professional & Technical Services (20,321 peers)
2023 asset change
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan pulled back noticeably 9.1% in 2023 ($467K → $424K) for 4 participants.
- #2,534
- in Professional & Technical Services (20,321 peers)
- -9.1%
- assets change YoY
The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$424,170 17th percentile higher than 17% 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
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension 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. Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan reported net income fell from -$34K in the plan year 2022 filing to -$42K in the plan year 2023 filing.
- Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan end-of-year assets fell from $467K in the plan year 2022 filing to $424K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 330444533 · Hou J. Yen, Cpa a Professional Corporation PY 2023 · Defined Benefit (Pension)
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan · $424K · 4 · 17th
- 5500 $424K
- ASSETS 4
- PCT 17th
- EIN Defined Benefit (Pension)
- RANK near Pension Plan and Trust for Union Employees
- PHOTO ind #2534
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 →
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan in the asset neighbourhood
Hou J. Yen, Cpa a Professional Corporation years around the 2023 move
Sponsor-wide plan assets over time
All Hou J. Yen, Cpa a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $423K 9.396157267008862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $467K |
| 2023 | 1 | 4 | $424K |
| 2024 | 1 | 3 | $423K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $467K |
|---|---|
| Net Assets (End of Year) | $424K |
| Net Income | -$42K |
| Employer EIN | 330444533 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan and Trust for Union Employees in OH ($419K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($424K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.