401(k) · DOL Form 5500 · 2024

Chen and Chen, Cpa's a Prof. Corp. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$839,825
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan · Sponsored by Chen and Chen, Cpa's a Prof. Corp. · California · Professional & Technical Services

$4M in assets, 5 participants

Chen and Chen, Cpa's a Prof. Corp.'s Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,320 in Professional & Technical Services (20,173 peers)

2024 asset change

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan declined sharply 16.9% in 2024 ($5M → $4M) for 5 participants.

#7,320
in Professional & Technical Services (20,173 peers)
-16.9%
assets change YoY

The plan reported a net loss of $856K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,199,126 39th percentile higher than 39% 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

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing 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. Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan reported net income fell from $781K in the plan year 2023 filing to -$856K in the plan year 2024 filing.
  • Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954404838 · Chen and Chen, Cpa's a Prof. Corp. PY 2024 · 401(k)

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan · $4M · 5 · 39th

  • VS-ST $4M
  • BOY 5
  • SCH 39th
  • EBSA 401(k)
  • PART near Specialty Interiors, Inc. 401(k) Plan
  • TYPE ind #7320

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 →

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing PlanChen and Chen, Cpa's a Prof.…$4MSpecialty Interiors, Inc. 401(k) PlanSpecialty Interiors, Inc. 40…$4MFarestart 401(k) Plan and TrustFarestart 401(k) Plan and Tr…$4MAgate, Inc. 401(k) Plan$4MThe Marketplace Employee Retirement PlanThe Marketplace Employee Ret…$4M
End-of-year total assets ($M) among Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Chen and Chen, Cpa's a Prof. Corp. years around the 2024 move

Sponsor-wide plan assets over time

All Chen and Chen, Cpa's a Prof. Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.7653171558602399% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.27M $4.2M ▼ -1.6%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 6 $5M
2024 1 5 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$856K
Employer EIN954404838
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.004199126 · Participants: 5Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Specialty Interiors, Inc. 401(k) Plan in KY ($4M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan assets move in 2024? ▼
Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan declined sharply - down 16.9% during 2024, from $5M to $4M. Reported net income was -$856K.
How have Chen and Chen, Cpa's a Prof. Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chen and Chen, Cpa's a Prof. Corp.'s sponsor-wide assets declined 1.8%, from $4M to $4M.
Which 401(k) plans are similar in size to Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Specialty Interiors, Inc. 401(k) Plan in KY ($4M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Chen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, 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 954404838.

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.