Defined Benefit (Pension) · DOL Form 5500 · 2023

Benjamin W. Wong & Associates Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Benjamin W. Wong & Associates Defined Benefit Pension Plan · Sponsored by Benjamin W. Wong & Associates · California · Finance & Insurance

$4M in assets, 3 participants

Benjamin W. Wong & Associates's Benjamin W. Wong & Associates Defined Benefit Pension Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,347 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 Benjamin W. Wong & Associates Defined Benefit Pension Plan at $4M / 3 participants.

#2,347
in Finance & Insurance (8,869 peers)
+5.0%
assets growth YoY

Benjamin W. Wong & Associates Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Benjamin W. Wong & Associates Defined Benefit Pension Plan vs every filed plan by assets

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

$3,501,002 38th percentile higher than 38% 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

Benjamin W. Wong & Associates 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. Benjamin W. Wong & Associates Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benjamin W. Wong & Associates Defined Benefit Pension Plan reported net income rose from -$335K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • Benjamin W. Wong & Associates Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202183084 · Benjamin W. Wong & Associates PY 2023 · Defined Benefit (Pension)

Benjamin W. Wong & Associates Defined Benefit Pension Plan · $4M · 3 · 38th

  • NET $4M
  • BOOK 3
  • VS-ST 38th
  • BOY Defined Benefit (Pension)
  • SCH near Western Union International, Inc. Pension Plan
  • EBSA ind #2347

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 →

Benjamin W. Wong & Associates Defined Benefit Pension Plan in the asset neighbourhood

Benjamin W. Wong & Associates Defined Benefit Pension PlanBenjamin W. Wong & Associate…$4MWestern Union International, Inc. Pension PlanWestern Union International,…$3MManhattan Oculofacial Plastic Surgery, P.C. Defined Benefit PlanManhattan Oculofacial Plasti…$3MMemorial Foundation for Jewish Culture, Inc. Defined Benefit Pension PlanMemorial Foundation for Jewi…$4MHaworth Hourly Pension Plan$4M
End-of-year total assets ($M) among Benjamin W. Wong & Associates Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) 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)$3M
Net Assets (End of Year)$4M
Net Income$167K
Employer EIN202183084
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Benjamin W. Wong & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Benjamin W. Wong & Associates Defined Benefit Pension Plan, Total assets ($B): 0.003501002 · Participants: 3Benjamin W. Wong & Associates Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Benjamin W. Wong & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Benjamin W. Wong & Associates Defined Benefit Pension Plan side-by-side with 3 peers →

Benjamin W. Wong & Associates 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 Western Union International, Inc. Pension Plan in NJ ($3M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (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 Benjamin W. Wong & Associates Defined Benefit Pension Plan assets move in 2023? ▼
Benjamin W. Wong & Associates Defined Benefit Pension Plan grew at a solid clip - up 5.0% during 2023, from $3M to $4M. Reported net income was $167K.
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 Defined Benefit (Pension) plans are similar in size to Benjamin W. Wong & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Union International, Inc. Pension Plan in NJ ($3M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Benjamin W. Wong & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (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.