Defined Benefit (Pension) · DOL Form 5500 · 2022

Nguyen and Tran Dental Corporation Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
28
Participants Small participant base
26th
Percentile by assets National rank
$39,633
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nguyen and Tran Dental Corporation Cash Balance Plan · Sponsored by Nguyen and Tran Dental Corporation · California · Healthcare & Social Assistance

$1M in assets, 28 participants

Nguyen and Tran Dental Corporation's Nguyen and Tran Dental Corporation Cash Balance Plan reported $1M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,760 in Healthcare & Social Assistance (20,060 peers)

Nguyen and Tran Dental Corporation multi-year trail

Nguyen and Tran Dental Corporation's plans moved +47.5% in assets from 2022 to 2024; this filing shows Nguyen and Tran Dental Corporation Cash Balance Plan at $1M / 28 participants.

#4,760
in Healthcare & Social Assistance (20,060 peers)
+72.5%
assets growth YoY

Nguyen and Tran Dental Corporation Cash Balance Plan among the smaller filed plans by assets

Nguyen and Tran Dental Corporation Cash Balance Plan vs every filed plan by assets

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

$1,109,711 26th percentile higher than 26% 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

Nguyen and Tran Dental Corporation Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nguyen and Tran Dental Corporation Cash Balance Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 462556474 · Nguyen and Tran Dental Corporation PY 2022 · Defined Benefit (Pension)

Nguyen and Tran Dental Corporation Cash Balance Plan · $1M · 28 · 26th

  • PART $1M
  • TYPE 28
  • NET 26th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Hughes Law Firm PA Cash Balance Plan
  • BOY ind #4760

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 →

Nguyen and Tran Dental Corporation Cash Balance Plan in the asset neighbourhood

Nguyen and Tran Dental Corporation Cash Balance PlanNguyen and Tran Dental Corpo…$1MHughes Law Firm PA Cash Balance PlanHughes Law Firm PA Cash Bala…$1MHumphrey Shoulder Clinic Cash Balance PlanHumphrey Shoulder Clinic Cas…$1MEge, LLC$1MMaggs Mcdermott & Diciccio, LLC Cash Balance PlanMaggs Mcdermott & Diciccio, …$1M
End-of-year total assets ($M) among Nguyen and Tran Dental Corporation Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Nguyen and Tran Dental Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Nguyen and Tran Dental Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 47.48848138620463% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.62M $2.38M ▲ +46.9%
Year Plans Participants Total Assets
2022 2 56 $2M
2023 2 60 $2M
2024 2 72 $2M

Nguyen and Tran Dental Corporation filing trail (2022)

Total Assets (Beginning of Year)$643K
Net Assets (End of Year)$1M
Net Income$466K
Employer EIN462556474
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Nguyen and Tran Dental Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Nguyen and Tran Dental Corporation Cash Balance Plan, Total assets ($B): 0.001109711 · Participants: 28Nguyen and Tran Dental Corporation Cash Balance 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
Nguyen and Tran Dental Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Nguyen and Tran Dental Corporation Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hughes Law Firm PA Cash Balance Plan in FL ($1M); by covered participants it is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Nguyen and Tran Dental Corporation Cash Balance Plan assets move in 2022?
Nguyen and Tran Dental Corporation Cash Balance Plan surged - up 72.5% during 2022, from $643K to $1M. Reported net income was $466K.
How have Nguyen and Tran Dental Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Nguyen and Tran Dental Corporation's sponsor-wide assets grew 47.5%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Nguyen and Tran Dental Corporation Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hughes Law Firm PA Cash Balance Plan in FL ($1M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nguyen and Tran Dental Corporation Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD (28 participants, $10M in assets).