401(k) · DOL Form 5500 · 2023

Benjamin W. Wong & Associates 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
3
Participants Small participant base
58th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan of Benjamin W. Wong · Sponsored by Benjamin W. Wong & Associates · California · Finance & Insurance

$10M in assets, 3 participants

Benjamin W. Wong & Associates's Profit Sharing Plan of Benjamin W. Wong reported $10M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,798 in Finance & Insurance (8,869 peers)

Benjamin W. Wong & Associates multi-year trail

Benjamin W. Wong & Associates's plans moved +10.4% in assets from 2022 to 2024; this filing shows Profit Sharing Plan of Benjamin W. Wong at $10M / 3 participants.

#3,798
in Finance & Insurance (8,869 peers)
-5.2%
assets change YoY

The plan reported a net loss of $532K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Plan of Benjamin W. Wong's mid-pack asset rank among Finance & Insurance and all filers

Profit Sharing Plan of Benjamin W. Wong vs every filed plan by assets

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

$9,772,137 Top 42% higher than 58% 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

Profit Sharing Plan of Benjamin W. Wong among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan of Benjamin W. Wong is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan of Benjamin W. Wong reported net income fell from $1M in the plan year 2022 filing to -$532K in the plan year 2023 filing.
  • Profit Sharing Plan of Benjamin W. Wong end-of-year assets fell from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202183084 · Benjamin W. Wong & Associates PY 2023 · 401(k)

Profit Sharing Plan of Benjamin W. Wong · $10M · 3 · 58th

  • SCH $10M
  • SCH 3
  • SCH 58th
  • SCH 401(k)
  • SCH near Hanwha Advanced Materials America, LLC 401(k) Retirement Plan
  • SCH ind #3798

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 Finance & Insurance retirement plans → · Plans in California →

Profit Sharing Plan of Benjamin W. Wong in the asset neighbourhood

Profit Sharing Plan of Benjamin W. WongProfit Sharing Plan of Benja…$10MHanwha Advanced Materials America, LLC 401(k) Retirement PlanHanwha Advanced Materials Am…$10MIndustrial Tech Services Inc 401(k) PlanIndustrial Tech Services Inc…$10MTru Community Care 401(k) PlanTru Community Care 401(k) Pl…$10MHayes E-Government Resource, Inc. 401(k) PlanHayes E-Government Resource,…$10M
End-of-year total assets ($M) among Profit Sharing Plan of Benjamin W. Wong and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Benjamin W. Wong & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin W. Wong & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$15M 10.3934192326608% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.1M ▲ +10.3%
Year Plans Participants Total Assets
2022 2 6 $14M
2023 2 6 $13M
2024 2 8 $15M

Benjamin W. Wong & Associates filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$532K
Employer EIN202183084
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Profit Sharing Plan of Benjamin W. Wong vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Profit Sharing Plan of Benjamin W. Wong, Total assets ($B): 0.009772137 · Participants: 3Profit Sharing Plan of Benjamin W. WongWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Profit Sharing Plan of Benjamin W. Wong vs. nearby 401(k) plans in California, assets vs. participants
Compare Profit Sharing Plan of Benjamin W. Wong side-by-side with 3 peers →

Profit Sharing Plan of Benjamin W. Wong's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hanwha Advanced Materials America, LLC 401(k) Retirement Plan in AL ($10M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Profit Sharing Plan of Benjamin W. Wong assets move in 2023? ▼
Profit Sharing Plan of Benjamin W. Wong pulled back noticeably - down 5.2% during 2023, from $10M to $10M. Reported net income was -$532K.
How have Benjamin W. Wong & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin W. Wong & Associates's sponsor-wide assets grew 10.4%, from $14M to $15M.
Which 401(k) plans are similar in size to Profit Sharing Plan of Benjamin W. Wong? ▼
Among 401(k) plans in other states, the closest by assets is Hanwha Advanced Materials America, LLC 401(k) Retirement Plan in AL ($10M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan of Benjamin W. Wong? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 202183084.

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.