Defined Benefit (Pension) · DOL Form 5500 · 2022

Son Thanh Le, Md Inc. Pension Plan

Data updated 2026-08-11

$6M
Total assets
4
Participants
55th
Percentile by assets
$1.5M
Avg per participant
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Official DOL plan name: Son T Le Md Defined Benefit Plan and Trust · Sponsored by Son Thanh Le, Md Inc. · California · Healthcare & Social Assistance

$6M in assets, 4 participants

Son Thanh Le, Md Inc.'s Son T Le Md Defined Benefit Plan and Trust reported $6M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #12,154 in Healthcare & Social Assistance (20,060 peers)

Son Thanh Le, Md Inc. multi-year trail

Son Thanh Le, Md Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Son T Le Md Defined Benefit Plan and Trust at $6M / 4 participants.

$6M
total plan assets (2022 EOY)
4
covered participants
55th
percentile by assets (of 139,126 plans)
$1.5M
avg assets per participant

The plan reported a net loss of $446K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Son T Le Md Defined Benefit Plan and Trust sits by total assets

Son T Le Md Defined Benefit Plan and Trust vs every filed plan by assets

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

$6,124,260 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Son Thanh Le, Md Inc. across 3 plan years on file

Across the 3 plan years Son Thanh Le, Md Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $9M, a gain of 46.9%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($6M).

Son Thanh Le, Md Inc. multi-year asset trail

$5M$6M$7M$8M$9M$10M 202220232024 $6.12M $9M ▲ +47.1%
Total plan assets by year, all Son Thanh Le, Md Inc. plans on file
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $6M
2024 1 4 $9M

Son Thanh Le, Md Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$446K
Employer EIN201662616
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Son T Le Md Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Son T Le Md Defined …, Total assets ($B): 0.00612426 · Participants: 4Son T Le Md Defined …Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
Son T Le Md Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Son T Le Md Defined Benefit Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Son T Le Md Defined Benefit Plan and Trust assets move in 2022?
Son T Le Md Defined Benefit Plan and Trust pulled back noticeably - down 6.8% during 2022, from $7M to $6M. Reported net income was -$446K.
How have Son Thanh Le, Md Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Son Thanh Le, Md Inc.'s sponsor-wide assets grew 46.9%, from $6M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Son T Le Md Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Council on Aging Pension Plan in VA ($6M, 5 participants).

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Multi-year trail

Ways to act on Son T Le Md Defined Benefit Plan and Trust's numbers.