Defined Benefit (Pension) · DOL Form 5500 · 2024
Sun & Associates Cpa Pension Plan
Data updated 2026-08-11
- $3M
- Total assets
- 6
- Participants
- 34th
- Percentile by assets
- $510,923
- Avg per participant
Official DOL plan name: Ken Sun Cpa Pension Plan · Sponsored by Sun & Associates Cpa · California · Professional & Technical Services
$3M in assets, 6 participants
Sun & Associates Cpa's Ken Sun Cpa Pension Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- 34th percentile by assets (of 123,622 plans)
- #6,228 in Professional & Technical Services (20,173 peers)
Sun & Associates Cpa multi-year trail
Sun & Associates Cpa's plans moved +11.4% in assets from 2022 to 2024; this filing shows Ken Sun Cpa Pension Plan at $3M / 6 participants.
- $3M
- total plan assets (2024 EOY)
- 6
- covered participants
- 34th
- percentile by assets (of 123,622 plans)
- $510,923
- avg assets per participant
Where Ken Sun Cpa Pension Plan sits by total assets
Ken Sun Cpa Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,065,539 34th percentile higher than 34% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ken Sun Cpa Pension Plan reported net income fell from $183K in the plan year 2023 filing to $130K in the plan year 2024 filing.
- Ken Sun Cpa Pension Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Ken Sun Cpa Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Sun & Associates Cpa across 3 plan years on file
Across the 3 plan years Sun & Associates Cpa has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 11.4%, while reported participants moved from 5 to 6 (+20.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).
Sun & Associates Cpa multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 6 | $3M |
Sun & Associates Cpa filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $130K |
| Employer EIN | 202064262 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ken Sun Cpa Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ken Sun Cpa Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Ken Sun Cpa Pension Plan assets move in 2024? ▼
How have Sun & Associates Cpa plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Ken Sun Cpa Pension Plan? ▼
Next read for Ken Sun Cpa Pension Plan
Multi-year trail
Ways to act on Ken Sun Cpa Pension Plan's numbers.
- By total assets, Ken Sun Cpa Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Sun & Associates Cpa's sponsor-wide assets have grown 11.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans