Profit Sharing · DOL Form 5500 · 2024
Stephen E Clason Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $4.6M
- Avg per participant High balance/head
Official DOL plan name: American Funds Basic Profit Sharing · Sponsored by Stephen E Clason · Hawaii · Healthcare & Social Assistance
$9M in assets, 2 participants
Stephen E Clason's American Funds Basic Profit Sharing reported $9M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,037 in Healthcare & Social Assistance (16,916 peers)
Stephen E Clason multi-year trail
Stephen E Clason's plans moved +41.0% in assets from 2022 to 2024; this filing shows American Funds Basic Profit Sharing at $9M / 2 participants.
- #10,037
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
American Funds Basic Profit Sharing's mid-pack asset rank among Healthcare & Social Assistance and all filers
American Funds Basic Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,214,843 Top 46% higher than 54% 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
American Funds Basic Profit Sharing among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Funds Basic Profit Sharing is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Funds Basic Profit Sharing end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- American Funds Basic Profit Sharing reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990226577 · Stephen E Clason PY 2024 · Profit Sharing
American Funds Basic Profit Sharing · $9M · 2 · 54th
- RANK $9M
- RANK 2
- RANK 54th
- RANK Profit Sharing
- RANK near Silvercar, Inc. 401(k) Plan
- RANK ind #10037
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 Hawaii →
American Funds Basic Profit Sharing in the asset neighbourhood
Stephen E Clason multi-year asset trail
Sponsor-wide plan assets over time
All Stephen E Clason plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 40.95566971910108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $7M |
| 2023 | 1 | 2 | $8M |
| 2024 | 1 | 2 | $9M |
Stephen E Clason filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 990226577 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hawaii Electricians Annuity Plan $438M · 2,222
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 571
- Simplicityhr 401(k) Retirement Savings Plan $102M · 1,505
- Hawaiiusa Fcu Retirement Plan $62M · 395
- Hawaiian Dredging Construction Company Profit Sharing Plan $41M · 308
American Funds Basic Profit Sharing's out-of-state Profit Sharing peers by assets and headcount
Outside Hawaii, the nearest Profit Sharing by assets is Silvercar, Inc. 401(k) Plan in TX ($9M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.