Defined Benefit (Pension) · DOL Form 5500 · 2024

Sun & Associates Cpa Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
34th
Percentile by assets National rank
$510,923
Avg per participant High balance/head
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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.

  • #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.

#6,228
in Professional & Technical Services (20,173 peers)
+4.4%
assets growth YoY

Ken Sun Cpa Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

Ken Sun Cpa Pension 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. Ken Sun Cpa Pension Plan is a micro filing (6 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202064262 · Sun & Associates Cpa PY 2024 · Defined Benefit (Pension)

Ken Sun Cpa Pension Plan · $3M · 6 · 34th

  • 5500 $3M
  • ASSETS 6
  • PCT 34th
  • EIN Defined Benefit (Pension)
  • RANK near H E Hill Foundation, Inc. Defined Benefit Plan and Trust
  • PHOTO ind #6228

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 California →

Ken Sun Cpa Pension Plan in the asset neighbourhood

Alpha Medical Associates, PC Defined Benefit PlanAlpha Medical Associates, PC…$3MKen Sun Cpa Pension Plan$3MH E Hill Foundation, Inc. Defined Benefit Plan and TrustH E Hill Foundation, Inc. De…$3MAir India Non-Contributory Retirement Income PlanAir India Non-Contributory R…$3MLoc 1139 Ue Grp Pen Pl for Ees of Minneapolis ScrapyardsLoc 1139 Ue Grp Pen Pl for E…$3M
End-of-year total assets ($M) among Ken Sun Cpa Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sun & Associates Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Sun & Associates Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.37107658548725% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M$3.1M$3.2M 202220232024 $2.75M $3.07M ▲ +11.6%
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 EIN202064262
Plan Effective Date2007-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ken Sun Cpa Pension Plan, Total assets ($B): 0.003065539 · Participants: 6Ken Sun Cpa Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Ken Sun Cpa Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ken Sun Cpa Pension Plan side-by-side with 3 peers →

Ken Sun Cpa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is H E Hill Foundation, Inc. Defined Benefit Plan and Trust in FL ($3M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Ken Sun Cpa Pension Plan assets move in 2024? ▼
Ken Sun Cpa Pension Plan edged up modestly - up 4.4% during 2024, from $3M to $3M. Reported net income was $130K.
How have Sun & Associates Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun & Associates Cpa's sponsor-wide assets grew 11.4%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Ken Sun Cpa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is H E Hill Foundation, Inc. Defined Benefit Plan and Trust in FL ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ken Sun Cpa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants, $4M 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 202064262.

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.