Defined Benefit (Pension) · DOL Form 5500 · 2022

Artmond Louie, Dds, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
38th
Percentile by assets National rank
$289,976
Avg per participant High balance/head
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Official DOL plan name: Artmond Louie, Dds, Inc.Cash Balance Pension Plan · Sponsored by Artmond Louie, Dds, Inc. · California · Healthcare & Social Assistance

$3M in assets, 9 participants

Artmond Louie, Dds, Inc.'s Artmond Louie, Dds, Inc.Cash Balance Pension Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,156 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Artmond Louie, Dds, Inc.Cash Balance Pension Plan holds $3M for 9 participants - about $289,976 per participant, in the lower half of filed plans by assets.

#8,156
in Healthcare & Social Assistance (20,060 peers)
-1.2%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Artmond Louie, Dds, Inc.Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Artmond Louie, Dds, Inc.Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,609,781 38th percentile higher than 38% of 139,123 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 2022

Artmond Louie, Dds, Inc.Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Artmond Louie, Dds, Inc.Cash Balance Pension Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 942486972 · Artmond Louie, Dds, Inc. PY 2022 · Defined Benefit (Pension)

Artmond Louie, Dds, Inc.Cash Balance Pension Plan · $3M · 9 · 38th

  • BOY $3M
  • BOY 9
  • BOY 38th
  • BOY Defined Benefit (Pension)
  • BOY near The Lucks Company Pension Plan
  • BOY ind #8156

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Artmond Louie, Dds, Inc.Cash Balance Pension Plan in the asset neighbourhood

Artmond Louie, Dds, Inc.Cash Balance Pension PlanArtmond Louie, Dds, Inc.Cash…$3MThe Lucks Company Pension PlanThe Lucks Company Pension Pl…$3MMunson Lakes Pension Plan$3MFidelco Guide Dog Foundation, Inc. Pension and Retirement PlanFidelco Guide Dog Foundation…$3MBuckeye Pipe Line Services Company Iuoe Pension PlanBuckeye Pipe Line Services C…$3M
End-of-year total assets ($M) among Artmond Louie, Dds, Inc.Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$32K
Employer EIN942486972
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Artmond Louie, Dds, Inc.)

Sponsor-wide plan assets over time

All Artmond Louie, Dds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.629866643982771% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M 202220232024 $2.61M $2.78M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $3M
2024 1 1 $3M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Artmond Louie, Dds, Inc.Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Artmond Louie, Dds, Inc.Cash Balance Pension Plan, Total assets ($B): 0.002609781 · Participants: 9Artmond Louie, Dds, Inc.Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Artmond Louie, Dds, Inc.Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Artmond Louie, Dds, Inc.Cash Balance Pension Plan side-by-side with 3 peers →

Artmond Louie, Dds, Inc.Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Lucks Company Pension Plan in WA ($3M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Artmond Louie, Dds, Inc.Cash Balance Pension Plan assets move in 2022? ▼
Artmond Louie, Dds, Inc.Cash Balance Pension Plan edged down modestly - down 1.2% during 2022, from $3M to $3M. Reported net income was -$32K.
How have Artmond Louie, Dds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Artmond Louie, Dds, Inc.'s sponsor-wide assets grew 6.6%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Artmond Louie, Dds, Inc.Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Lucks Company Pension Plan in WA ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Artmond Louie, Dds, Inc.Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942486972.

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.