401(k) · DOL Form 5500 · 2024

J C Chang & Associates 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
37
Participants Small participant base
62nd
Percentile by assets National rank
$357,195
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J C Chang & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by J C Chang & Associates · California · Professional & Technical Services

$13M in assets, 37 participants

J C Chang & Associates's J C Chang & Associates, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,236 in Professional & Technical Services (20,173 peers)

J C Chang & Associates multi-year trail

J C Chang & Associates's plans moved +51.7% in assets from 2022 to 2024; this filing shows J C Chang & Associates, Inc. 401(k) Profit Sharing Plan at $13M / 37 participants.

#12,236
in Professional & Technical Services (20,173 peers)
+17.3%
assets growth YoY

J C Chang & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

J C Chang & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,216,228 Top 38% higher than 62% 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

J C Chang & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J C Chang & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J C Chang & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • J C Chang & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • J C Chang & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954008651 · J C Chang & Associates PY 2024 · 401(k)

J C Chang & Associates, Inc. 401(k) Profit Sharing Plan · $13M · 37 · 62nd

  • EBSA $13M
  • EBSA 37
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near Minneapolis Heart Institute Foundation
  • EBSA ind #12236

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 →

J C Chang & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

J C Chang & Associates, Inc. 401(k) Profit Sharing PlanJ C Chang & Associates, Inc.…$13MMinneapolis Heart Institute FoundationMinneapolis Heart Institute …$13MFairfax Imaging, Inc. 401(k) PlanFairfax Imaging, Inc. 401(k)…$13MValiant Solutions LLC 401(k)Profit Sharing Plan and TrustValiant Solutions LLC 401(k)…$13MTrinity Products LLC 401(k) PlanTrinity Products LLC 401(k) …$13M
End-of-year total assets ($M) among J C Chang & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

J C Chang & Associates multi-year asset trail

Sponsor-wide plan assets over time

All J C Chang & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$13M 51.72932396430105% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.71M $13.2M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 33 $9M
2023 1 36 $11M
2024 1 37 $13M

J C Chang & Associates filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN954008651
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

J C Chang & Associates, Inc. 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 ($B) Participants J C Chang & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013216228 · Participants: 37J C Chang & Associates, Inc. 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
J C Chang & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J C Chang & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

J C Chang & Associates, Inc. 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 Minneapolis Heart Institute Foundation in MN ($13M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 J C Chang & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
J C Chang & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.3% during 2024, from $11M to $13M. Reported net income was $2M.
How have J C Chang & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J C Chang & Associates's sponsor-wide assets grew 51.7%, from $9M to $13M.
Which 401(k) plans are similar in size to J C Chang & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Minneapolis Heart Institute Foundation in MN ($13M, 84 participants).
Which 401(k) plans cover a similar participant headcount to J C Chang & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 954008651.

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.