401(k) · DOL Form 5500 · 2024
William L. Wong, Cpa & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $569,531
- Avg per participant High balance/head
Official DOL plan name: William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by William L. Wong, Cpa & Associates, Inc. · Hawaii · Professional & Technical Services
$6M in assets, 10 participants
William L. Wong, Cpa & Associates, Inc.'s William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,501 in Professional & Technical Services (20,173 peers)
William L. Wong, Cpa & Associates, Inc. multi-year trail
William L. Wong, Cpa & Associates, Inc.'s plans moved +18.5% in assets from 2023 to 2024; this filing shows William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan at $6M / 10 participants.
- #8,501
- in Professional & Technical Services (20,173 peers)
- +18.5%
- assets growth YoY
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,695,312 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $645K in the plan year 2023 filing to $888K in the plan year 2024 filing.
- William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
- William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990212383 · William L. Wong, Cpa & Associates, Inc. PY 2024 · 401(k)
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan · $6M · 10 · 44th
- EBSA $6M
- EBSA 10
- EBSA 44th
- EBSA 401(k)
- EBSA near One World 401(k) Plan
- EBSA ind #8501
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 Hawaii →
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
William L. Wong, Cpa & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All William L. Wong, Cpa & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 18.483469704947595% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 8 | $5M |
| 2024 | 1 | 10 | $6M |
William L. Wong, Cpa & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $888K |
| Employer EIN | 990212383 |
| Plan Effective Date | 1991-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514
William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is One World 401(k) Plan in CA ($6M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.