Defined Benefit (Pension) · DOL Form 5500 · 2022

Son Thanh Le, Md Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
55th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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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.

  • #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.

#12,154
in Healthcare & Social Assistance (20,060 peers)
-6.8%
assets change YoY

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.

Son T Le Md Defined Benefit Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

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 $2,050,000,000 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

Son T Le Md Defined Benefit Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Son T Le Md Defined Benefit Plan and Trust is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 201662616 · Son Thanh Le, Md Inc. PY 2022 · Defined Benefit (Pension)

Son T Le Md Defined Benefit Plan and Trust · $6M · 4 · 55th

  • EBSA $6M
  • PART 4
  • TYPE 55th
  • NET Defined Benefit (Pension)
  • BOOK near National Council on Aging Pension Plan
  • VS-ST ind #12154

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 →

Son T Le Md Defined Benefit Plan and Trust in the asset neighbourhood

Employees Retirement Plan of C.Cowles and CompanyEmployees Retirement Plan of…$6MSleepy Hollow Country Club Employees' Pension PlanSleepy Hollow Country Club E…$6MSon T Le Md Defined Benefit Plan and TrustSon T Le Md Defined Benefit …$6MNational Council on Aging Pension PlanNational Council on Aging Pe…$6MRetirement Plan for Hourly Paid Employees of Specialty Granules LLCRetirement Plan for Hourly P…$6M
End-of-year total assets ($M) among Son T Le Md Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Son Thanh Le, Md Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.88484812859023% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.12M $9M ▲ +47.1%
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 ($B) Participants Son T Le Md Defined Benefit Plan and Trust, Total assets ($B): 0.00612426 · Participants: 4Son T Le Md Defined Benefit Plan and TrustKaiser 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
Son T Le Md Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Son T Le Md Defined Benefit Plan and Trust side-by-side with 3 peers →

Son T Le Md Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is National Council on Aging Pension Plan in VA ($6M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Son T Le Md Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 201662616.

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.