Profit Sharing · DOL Form 5500 · 2024

Joseph N Tseng Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. · Sponsored by Joseph N Tseng · Michigan · Healthcare & Social Assistance

$3M in assets, 1 participants

Joseph N Tseng's Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. reported $3M in total assets and 1 participant in its 2024 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.

  • #5,243 in Healthcare & Social Assistance (16,916 peers)

Joseph N Tseng multi-year trail

Joseph N Tseng's plans moved +78.6% in assets from 2022 to 2024; this filing shows Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. at $3M / 1 participant.

#5,243
in Healthcare & Social Assistance (16,916 peers)
+29.8%
assets growth YoY

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. among the smaller filed plans by assets

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs every filed plan by assets

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

$2,501,059 32nd percentile higher than 32% 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

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. reported net income rose from $515K in the plan year 2023 filing to $575K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382095879 · Joseph N Tseng PY 2024 · Profit Sharing

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. · $3M · 1 · 32nd

  • BOOK $3M
  • BOOK 1
  • BOOK 32nd
  • BOOK Profit Sharing
  • BOOK near K. Clay Ellis, Jr., Dmd Profit Sharing Plan
  • BOOK ind #5243

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. in the asset neighbourhood

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Joseph Tseng Self-Employed P…$3MK. Clay Ellis, Jr., Dmd Profit Sharing PlanK. Clay Ellis, Jr., Dmd Prof…$3MShk Holdings Inc. Retirement PlanShk Holdings Inc. Retirement…$3MIntegrus Investments Inc. Retirement PlanIntegrus Investments Inc. Re…$3MDr. Leonardo I Valentin Gonzalez Retirement PlanDr. Leonardo I Valentin Gonz…$3M
End-of-year total assets ($M) among Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Joseph N Tseng multi-year asset trail

Sponsor-wide plan assets over time

All Joseph N Tseng plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.58644194225229% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.19M $3.9M ▲ +78.1%
Year Plans Participants Total Assets
2022 2 5 $2M
2023 2 3 $3M
2024 2 2 $4M

Joseph N Tseng filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$575K
Employer EIN382095879
Plan Effective Date1990-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co., Total assets ($B): 0.002501059 · Participants: 1Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Henry Ford Health System Retirement Savings Plan, Total assets ($B): 1.838163362 · Participants: 13461Henry Ford Health System Retirement Savings PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.339745231 · Participants: 1472Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanIron Workers Defined Contribution Pension Fund Plan, Total assets ($B): 0.231623418 · Participants: 5319Iron Workers Defined Contribution Pension Fund PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.229985274 · Participants: 2755NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.219548504 · Participants: 1639Plumbers and Pipefitters Local Union 520 Annuity Plan
Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. side-by-side with 3 peers →

Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.'s out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is K. Clay Ellis, Jr., Dmd Profit Sharing Plan in AL ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. assets move in 2024? ▼
Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. grew sharply - up 29.8% during 2024, from $2M to $3M. Reported net income was $575K.
How have Joseph N Tseng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph N Tseng's sponsor-wide assets grew 78.6%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.? ▼
Among Profit Sharing plans in other states, the closest by assets is K. Clay Ellis, Jr., Dmd Profit Sharing Plan in AL ($3M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 382095879.

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.