Defined Benefit (Pension) · DOL Form 5500 · 2023
Sun & Associates Cpa Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $419,389
- Avg per participant High balance/head
Official DOL plan name: Ken Sun Cpa Pension Plan · Sponsored by Sun & Associates Cpa · California · Professional & Technical Services
$3M in assets, 7 participants
Sun & Associates Cpa's Ken Sun Cpa Pension Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,523 in Professional & Technical Services (20,321 peers)
Sun & Associates Cpa multi-year trail
Sun & Associates Cpa's plans moved +11.4% in assets from 2022 to 2024; this filing shows Ken Sun Cpa Pension Plan at $3M / 7 participants.
- #6,523
- in Professional & Technical Services (20,321 peers)
- +6.7%
- assets growth YoY
Ken Sun Cpa Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Ken Sun Cpa Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,935,722 35th percentile higher than 35% 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
Ken Sun Cpa 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. Ken Sun Cpa Pension Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ken Sun Cpa Pension Plan reported net income rose from $72K in the plan year 2022 filing to $183K in the plan year 2023 filing.
- Ken Sun Cpa Pension Plan reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Ken Sun Cpa Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 202064262 · Sun & Associates Cpa PY 2023 · Defined Benefit (Pension)
Ken Sun Cpa Pension Plan · $3M · 7 · 35th
- ASSETS $3M
- ASSETS 7
- ASSETS 35th
- ASSETS Defined Benefit (Pension)
- ASSETS near Loc 1139 Ue Grp Pen Pl for Ees of Minneapolis Scrapyards
- ASSETS ind #6523
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 →
Ken Sun Cpa Pension Plan in the asset neighbourhood
Sun & Associates Cpa multi-year asset trail
Sponsor-wide plan assets over time
All Sun & Associates Cpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 11.37107658548725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 6 | $3M |
Sun & Associates Cpa filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $183K |
| Employer EIN | 202064262 |
| Plan Effective Date | 2007-01-01 |
| 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
Ken Sun Cpa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Loc 1139 Ue Grp Pen Pl for Ees of Minneapolis Scrapyards in MN ($3M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.