Profit Sharing · DOL Form 5500 · 2022
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 5
- Participants
- 65th
- Percentile by assets
- $2.1M
- Avg per participant
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.
- 65th percentile by assets (of 139,126 plans)
- #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.
- $10M
- total plan assets (2022 EOY)
- 5
- covered participants
- 65th
- percentile by assets (of 139,126 plans)
- $2.1M
- avg assets per participant
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.
Where Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan sits by total assets
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
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 across 3 plan years on file
Across the 3 plan years Charlene R. Chan, D.D.S, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $14M, a gain of 31.6%, while reported participants moved from 5 to 3 (-40.0%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($10M).
Charlene R. Chan, D.D.S, Inc multi-year asset trail
| 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 EIN | 952652380 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING 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
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan's numbers.
- By total assets, Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Charlene R. Chan, D.D.S, Inc's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans