401(k) · DOL Form 5500 · 2023

Susan Jane Hoyez, Cpa 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$702,258
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust · Sponsored by Susan Jane Hoyez, Cpa · Oregon · Professional & Technical Services

$1M in assets, 2 participants

Susan Jane Hoyez, Cpa's Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,511 in Professional & Technical Services (20,321 peers)

Susan Jane Hoyez, Cpa multi-year trail

Susan Jane Hoyez, Cpa's plans moved +31.9% in assets from 2022 to 2024; this filing shows Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust at $1M / 2 participants.

#4,511
in Professional & Technical Services (20,321 peers)
+15.9%
assets growth YoY

Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,404,515 27th percentile higher than 27% 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

Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust reported net income rose from -$330K in the plan year 2022 filing to $193K in the plan year 2023 filing.
  • Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930613752 · Susan Jane Hoyez, Cpa PY 2023 · 401(k)

Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust · $1M · 2 · 27th

  • BOY $1M
  • SCH 2
  • EBSA 27th
  • PART 401(k)
  • TYPE near A & D Precision Machining, Inc. 401(k) Profit Sharing Plan
  • NET ind #4511

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 Oregon →

Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rain Rock Casino Retirement Savings PlanRain Rock Casino Retirement …$1MElite Ps 401(k)$1MSusan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and TrustSusan Jane Hoyez, Cpa 401(k)…$1MA & D Precision Machining, Inc. 401(k) Profit Sharing PlanA & D Precision Machining, I…$1MMueller Funeral Homes of Ozaukee County, Inc. Retirement PlanMueller Funeral Homes of Oza…$1M
End-of-year total assets ($M) among Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Susan Jane Hoyez, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Susan Jane Hoyez, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.88761842966617% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.21M $1.6M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Susan Jane Hoyez, Cpa filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$193K
Employer EIN930613752
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001404515 · Participants: 2Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is A & D Precision Machining, Inc. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust grew sharply - up 15.9% during 2023, from $1M to $1M. Reported net income was $193K.
How have Susan Jane Hoyez, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan Jane Hoyez, Cpa's sponsor-wide assets grew 31.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is A & D Precision Machining, Inc. 401(k) Profit Sharing Plan in CA ($1M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Susan Jane Hoyez, Cpa 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 930613752.

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.