Profit Sharing · DOL Form 5500 · 2022

Charlene R. Chan, D.D.S, Inc Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
5
Participants Small participant base
65th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan · Sponsored by Charlene R. Chan, D.D.S, Inc · California · Healthcare & Social Assistance

$10M in assets, 5 participants

Charlene R. Chan, D.D.S, Inc's Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan reported $10M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,209 in Healthcare & Social Assistance (20,060 peers)

Charlene R. Chan, D.D.S, Inc multi-year trail

Charlene R. Chan, D.D.S, Inc's plans moved +31.6% in assets from 2022 to 2024; this filing shows Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan at $10M / 5 participants.

#14,209
in Healthcare & Social Assistance (20,060 peers)
-25.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan vs every filed plan by assets

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

$10,295,210 Top 35% higher than 65% 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

Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement 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. Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 952652380 · Charlene R. Chan, D.D.S, Inc PY 2022 · Profit Sharing

Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan · $10M · 5 · 65th

  • PHOTO $10M
  • PHOTO 5
  • PHOTO 65th
  • PHOTO Profit Sharing
  • PHOTO near Agri Business Child Development 403(b) DC Plan
  • PHOTO ind #14209

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 →

Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan in the asset neighbourhood

Fountain House 403(b) Retirement PlanFountain House 403(b) Retire…$10MCharlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement PlanCharlene R. Chan, D.D.S., In…$10MAgri Business Child Development 403(b) DC PlanAgri Business Child Developm…$10MGreen Chimneys Children's Service Profit Sharing PlanGreen Chimneys Children's Se…$10MSilverman Realty Group, Inc. Profit Sharing PlanSilverman Realty Group, Inc.…$10M
End-of-year total assets ($M) among Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charlene R. Chan, D.D.S, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Charlene R. Chan, D.D.S, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 31.63895636902987% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.3M $13.6M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 5 $10M
2023 1 4 $12M
2024 1 3 $14M

Charlene R. Chan, D.D.S, Inc filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$10M
Net Income-$4M
Employer EIN952652380
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan, Total assets ($B): 0.01029521 · Participants: 5Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan side-by-side with 3 peers →

Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Agri Business Child Development 403(b) DC Plan in NY ($10M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan assets move in 2022? ▼
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan declined sharply - down 25.8% during 2022, from $14M to $10M. Reported net income was -$4M.
How have Charlene R. Chan, D.D.S, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlene R. Chan, D.D.S, Inc's sponsor-wide assets grew 31.6%, from $10M to $14M.
Which Profit Sharing plans are similar in size to Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Agri Business Child Development 403(b) DC Plan in NY ($10M, 387 participants).
Which Profit Sharing plans cover a similar participant headcount to Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 952652380.

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.