Profit Sharing · DOL Form 5500 · 2023

Calvin Y. Louie, Cpa Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$373,208
Avg per participant High balance/head
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Official DOL plan name: Calvin Y. Louie, Cpa Profit Sharing Plan · Sponsored by Calvin Y. Louie, Cpa · California · Professional & Technical Services

$2M in assets, 6 participants

Calvin Y. Louie, Cpa's Calvin Y. Louie, Cpa Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,679 in Professional & Technical Services (20,321 peers)

Calvin Y. Louie, Cpa multi-year trail

Calvin Y. Louie, Cpa's plans moved +11.2% in assets from 2022 to 2024; this filing shows Calvin Y. Louie, Cpa Profit Sharing Plan at $2M / 6 participants.

#5,679
in Professional & Technical Services (20,321 peers)
+33.3%
assets growth YoY

Calvin Y. Louie, Cpa Profit Sharing Plan among the smaller filed plans by assets

Calvin Y. Louie, Cpa Profit Sharing Plan vs every filed plan by assets

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

$2,239,248 32nd percentile higher than 32% 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

Calvin Y. Louie, Cpa Profit Sharing 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. Calvin Y. Louie, Cpa Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calvin Y. Louie, Cpa Profit Sharing Plan reported net income rose from -$177K in the plan year 2022 filing to $559K in the plan year 2023 filing.
  • Calvin Y. Louie, Cpa Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942749491 · Calvin Y. Louie, Cpa PY 2023 · Profit Sharing

Calvin Y. Louie, Cpa Profit Sharing Plan · $2M · 6 · 32nd

  • 5500 $2M
  • 5500 6
  • 5500 32nd
  • 5500 Profit Sharing
  • 5500 near Samuel Rivera Natal Retirement Plan Series 92-643
  • 5500 ind #5679

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 →

Calvin Y. Louie, Cpa Profit Sharing Plan in the asset neighbourhood

Calvin Y. Louie, Cpa Profit Sharing PlanCalvin Y. Louie, Cpa Profit …$2MSamuel Rivera Natal Retirement Plan Series 92-643Samuel Rivera Natal Retireme…$2MCathy E Bennett & Assoc., Inc. Profit Sharing Plan & TrustCathy E Bennett & Assoc., In…$2MMaralec, C.S.P. Profit Sharing Retirement PlanMaralec, C.S.P. Profit Shari…$2MGuter Center for Family & Cosmetic Dentisty Inc Profit Sharing PlanGuter Center for Family & Co…$2M
End-of-year total assets ($M) among Calvin Y. Louie, Cpa Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Calvin Y. Louie, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Calvin Y. Louie, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.22156309462095% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.68M $1.87M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 6 $2M

Calvin Y. Louie, Cpa filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$559K
Employer EIN942749491
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Calvin Y. Louie, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Calvin Y. Louie, Cpa Profit Sharing Plan, Total assets ($B): 0.002239248 · Participants: 6Calvin Y. Louie, Cpa Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Calvin Y. Louie, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Calvin Y. Louie, Cpa Profit Sharing Plan side-by-side with 3 peers →

Calvin Y. Louie, Cpa Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Samuel Rivera Natal Retirement Plan Series 92-643 in PR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Calvin Y. Louie, Cpa Profit Sharing Plan assets move in 2023? ▼
Calvin Y. Louie, Cpa Profit Sharing Plan surged - up 33.3% during 2023, from $2M to $2M. Reported net income was $559K.
How have Calvin Y. Louie, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvin Y. Louie, Cpa's sponsor-wide assets grew 11.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Calvin Y. Louie, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Samuel Rivera Natal Retirement Plan Series 92-643 in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Calvin Y. Louie, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 942749491.

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.