401(k) · DOL Form 5500 · 2023

Ng Wealth Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Ng Wealth Advisors, Inc., 401(k) Plan · Sponsored by Ng Wealth Advisors, Inc. · California · Finance & Insurance

$6M in assets, 4 participants

Ng Wealth Advisors, Inc.'s Ng Wealth Advisors, Inc., 401(k) Plan reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,066 in Finance & Insurance (8,869 peers)

Ng Wealth Advisors, Inc. multi-year trail

Ng Wealth Advisors, Inc.'s plans moved +56.6% in assets from 2022 to 2024; this filing shows Ng Wealth Advisors, Inc., 401(k) Plan at $6M / 4 participants.

#3,066
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY

Ng Wealth Advisors, Inc., 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Ng Wealth Advisors, Inc., 401(k) Plan vs every filed plan by assets

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

$6,132,022 48th percentile higher than 48% 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

Ng Wealth Advisors, Inc., 401(k) 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. Ng Wealth Advisors, Inc., 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ng Wealth Advisors, Inc., 401(k) Plan reported net income rose from -$223K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ng Wealth Advisors, Inc., 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Ng Wealth Advisors, Inc., 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814873059 · Ng Wealth Advisors, Inc. PY 2023 · 401(k)

Ng Wealth Advisors, Inc., 401(k) Plan · $6M · 4 · 48th

  • RANK $6M
  • PHOTO 4
  • IND 48th
  • EOY 401(k)
  • 5500 near Java Medical Group 401(k) Plan
  • ASSETS ind #3066

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 →

Ng Wealth Advisors, Inc., 401(k) Plan in the asset neighbourhood

Ng Wealth Advisors, Inc., 401(k) PlanNg Wealth Advisors, Inc., 40…$6MJava Medical Group 401(k) PlanJava Medical Group 401(k) Pl…$6MChancellor Health Partners, LLC 401(k) PlanChancellor Health Partners, …$6MGoodwill Industries Retirement Savings PlanGoodwill Industries Retireme…$6MInternational Center for Langu 401(k) Profit Sharing Plan & TrustInternational Center for Lan…$6M
End-of-year total assets ($M) among Ng Wealth Advisors, Inc., 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ng Wealth Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ng Wealth Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 56.60924798986814% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.88M $7.64M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 4 $6M
2024 1 4 $8M

Ng Wealth Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN814873059
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ng Wealth Advisors, Inc., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ng Wealth Advisors, Inc., 401(k) Plan, Total assets ($B): 0.006132022 · Participants: 4Ng Wealth Advisors, Inc., 401(k) PlanWells 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
Ng Wealth Advisors, Inc., 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ng Wealth Advisors, Inc., 401(k) Plan side-by-side with 3 peers →

Ng Wealth Advisors, Inc., 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Java Medical Group 401(k) Plan in TN ($6M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Ng Wealth Advisors, Inc., 401(k) Plan assets move in 2023? ▼
Ng Wealth Advisors, Inc., 401(k) Plan grew sharply - up 25.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have Ng Wealth Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ng Wealth Advisors, Inc.'s sponsor-wide assets grew 56.6%, from $5M to $8M.
Which 401(k) plans are similar in size to Ng Wealth Advisors, Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Java Medical Group 401(k) Plan in TN ($6M, 551 participants).
Which 401(k) plans cover a similar participant headcount to Ng Wealth Advisors, Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 814873059.

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.