My Plan Facts

Employers › California

Employer · plans filed under one EIN

Chugh, LLP

Cerritos, CA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$29.4Mnet assets across plans
514participant records398 active
$220Kemployer contributions, latest plan years$553 per active record
$50KSchedule C compensation to organisations$97.41 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Chugh, LLP's employer identification number (Cerritos, California). Their latest filings total 514 participant records and $29.4M in net assets.

The largest is Chugh, LLP 401(k) Plan, a 401(k) plan with 263 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $220K and participant contributions $1.7M in the latest plan years; benefits paid were $1.1M. Schedule C compensation reported to service provider organisations totalled $50K.

Combined net assets moved from $15.0M in 2019 to $29.4M in 2024 (up 95%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Chugh, LLP 401(k) Plan401(k) plan2024263$17.1M$64,843—$4,563
Chugh, LLP Profit Sharing Planprofit-sharing plan2024251$12.3M$49,091$1,128$46K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2019: $15.0M2020: $18.1M2021: $22.5M2022: $18.3M2023: $24.2M2024: $29.4M$15.0M$29.4M2019202020222024
Combined net assets
2019: 5982020: 4902021: 4962022: 5162023: 5302024: 5145985142019202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242514$29.4M$220K$1.7M
20232530$24.2M$531K$1.6M
20222516$18.3M$473K$1.4M
20212496$22.5M$406K$1.3M
20202490$18.1M$466K$1.2M
20192598$15.0M$487K$1.1M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Merrill LynchInvestment management1$45,504
ADP, Inc.Participant loan processing; Recordkeeping and information management1$4,563
ADP Broker-DealerOther services1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Merrill Lynch$46K
ADP, Inc.$4,563
ADP Broker-Dealer$0

Questions and answers

How many retirement plans does Chugh, LLP have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Chugh, LLP 401(k) Plan and Chugh, LLP Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Chugh, LLP contribute to its plans?

$220,000 in employer contributions across these plans in their latest plan years, about $553 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Merrill Lynch, ADP, Inc. and ADP Broker-Dealer. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.