Defined Benefit (Pension) · DOL Form 5500 · 2024
Hou J. Yen, Cpa a Professional Corporation Pension Plan
Data updated 2026-08-25
- $423K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $140,918
- Avg per participant Near avg balance/head
Official DOL plan name: Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan · Sponsored by Hou J. Yen, Cpa a Professional Corporation · California · Professional & Technical Services
$423K in assets, 3 participants
Hou J. Yen, Cpa a Professional Corporation's Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan reported $423K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #2,522 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan holds $423K for 3 participants - about $140,918 per participant, among the smaller plans by assets on file.
- #2,522
- in Professional & Technical Services (20,173 peers)
- -0.3%
- assets change YoY
The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$422,753 16th percentile higher than 16% 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
Hou J. Yen, Cpa a Professional Corporation Defined Benefit 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. Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan reported net income rose from -$42K in the plan year 2023 filing to -$1K in the plan year 2024 filing.
- Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330444533 · Hou J. Yen, Cpa a Professional Corporation PY 2024 · Defined Benefit (Pension)
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan · $423K · 3 · 16th
- PCT $423K
- PCT 3
- PCT 16th
- PCT Defined Benefit (Pension)
- PCT near Kelly-Springfield Puerto Rico, Inc. Retirement Plan for Salaried Employees
- PCT ind #2522
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 →
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $424K |
|---|---|
| Net Assets (End of Year) | $423K |
| Net Income | -$1K |
| Employer EIN | 330444533 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hou J. Yen, Cpa a Professional Corporation)
Sponsor-wide plan assets over time
All Hou J. Yen, Cpa a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $423K 9.396157267008862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $467K |
| 2023 | 1 | 4 | $424K |
| 2024 | 1 | 3 | $423K |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Kelly-Springfield Puerto Rico, Inc. Retirement Plan for Salaried Employees in OH ($423K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($423K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.