401(k) · DOL Form 5500 · 2024

Lisa Ng Kato, Cpa, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
38th
Percentile by assets National rank
$577,640
Avg per participant High balance/head
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Official DOL plan name: Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan · Sponsored by Lisa Ng Kato, Cpa, Inc. · Hawaii · Professional & Technical Services

$4M in assets, 7 participants

Lisa Ng Kato, Cpa, Inc.'s Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 7 participants in its 2024 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.

  • #7,161 in Professional & Technical Services (20,173 peers)

Lisa Ng Kato, Cpa, Inc. multi-year trail

Lisa Ng Kato, Cpa, Inc.'s plans moved +38.7% in assets from 2022 to 2024; this filing shows Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan at $4M / 7 participants.

#7,161
in Professional & Technical Services (20,173 peers)
+17.1%
assets growth YoY

Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,043,480 38th percentile higher than 38% of 123,620 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 2024

Lisa Ng Kato, Cpa, 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. Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan reported net income rose from $537K in the plan year 2023 filing to $590K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 990306290 · Lisa Ng Kato, Cpa, Inc. PY 2024 · 401(k)

Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan · $4M · 7 · 38th

  • EOY $4M
  • 5500 7
  • ASSETS 38th
  • PCT 401(k)
  • EIN near Avantik 401(k) Plan
  • RANK ind #7161

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 →

Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing PlanLisa Ng Kato, Cpa, Inc. 401(…$4MAvantik 401(k) Plan$4MKpb Architects Inc. 401(k) PlanKpb Architects Inc. 401(k) P…$4MPsh Corp. D/B/a John Herbert Company Profit Sharing Plan and TrustPsh Corp. D/B/a John Herbert…$4MNature's Value Inc. 401(k) and Profit Sharing PlanNature's Value Inc. 401(k) a…$4M
End-of-year total assets ($M) among Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lisa Ng Kato, Cpa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lisa Ng Kato, Cpa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.668623732394124% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.92M $4.04M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 7 $3M
2024 1 7 $4M

Lisa Ng Kato, Cpa, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$590K
Employer EIN990306290
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00404348 · Participants: 7Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lisa Ng Kato, Cpa, 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 Avantik 401(k) Plan in NJ ($4M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $3M to $4M. Reported net income was $590K.
How have Lisa Ng Kato, Cpa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lisa Ng Kato, Cpa, Inc.'s sponsor-wide assets grew 38.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avantik 401(k) Plan in NJ ($4M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Lisa Ng Kato, Cpa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990306290.

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.