Defined Benefit (Pension) · DOL Form 5500 · 2022

Patel & Duong, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$548,110
Avg per participant High balance/head
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Official DOL plan name: Patel & Duong, LLC Defined Benefit Pension Plan · Sponsored by Patel & Duong, LLC · Georgia · Real Estate

$2M in assets, 3 participants

Patel & Duong, LLC's Patel & Duong, LLC Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,490 in Real Estate (5,057 peers)

Patel & Duong, LLC multi-year trail

Patel & Duong, LLC's plans moved +132.4% in assets from 2022 to 2024; this filing shows Patel & Duong, LLC Defined Benefit Pension Plan at $2M / 3 participants.

#2,490
in Real Estate (5,057 peers)
-22.6%
assets change YoY

The plan reported a net loss of $481K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patel & Duong, LLC Defined Benefit Pension Plan among the smaller filed plans by assets

Patel & Duong, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$1,644,329 31st percentile higher than 31% 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

Patel & Duong, LLC Defined Benefit Pension 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. Patel & Duong, LLC Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 261730348 · Patel & Duong, LLC PY 2022 · Defined Benefit (Pension)

Patel & Duong, LLC Defined Benefit Pension Plan · $2M · 3 · 31st

  • VS-ST $2M
  • BOY 3
  • SCH 31st
  • EBSA Defined Benefit (Pension)
  • PART near Madelaine Chocolate Novelties, Inc. Union Pension Plan Trust
  • TYPE ind #2490

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 Real Estate retirement plans → · Plans in Georgia →

Patel & Duong, LLC Defined Benefit Pension Plan in the asset neighbourhood

Interstate Td Investments, LLC Cash Balance PlanInterstate Td Investments, L…$2MPatel & Duong, LLC Defined Benefit Pension PlanPatel & Duong, LLC Defined B…$2MMadelaine Chocolate Novelties, Inc. Union Pension Plan TrustMadelaine Chocolate Noveltie…$2MLegal Services Alabama, Inc. Life Insurance Annuity PlanLegal Services Alabama, Inc.…$2MGel Spice Co., Inc. Union Pension PlanGel Spice Co., Inc. Union Pe…$2M
End-of-year total assets ($M) among Patel & Duong, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Patel & Duong, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Patel & Duong, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 132.36049476716641% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.64M $3.82M ▲ +132.9%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 5 $2M
2024 1 5 $4M

Patel & Duong, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$481K
Employer EIN261730348
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

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

Patel & Duong, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Patel & Duong, LLC Defined Benefit Pension Plan, Total assets ($B): 0.001644329 · Participants: 3Patel & Duong, LLC Defined Benefit Pension PlanUPS Retirement Plan, Total assets ($B): 22.022408253 · Participants: 52821UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 14.822086516 · Participants: 25663The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 11.867504693 · Participants: 68592UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.568572149 · Participants: 151682UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.354895526 · Participants: 15951Delta Retirement Plan
Patel & Duong, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Patel & Duong, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Patel & Duong, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Madelaine Chocolate Novelties, Inc. Union Pension Plan Trust in NY ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Patel & Duong, LLC Defined Benefit Pension Plan assets move in 2022? ▼
Patel & Duong, LLC Defined Benefit Pension Plan declined sharply - down 22.6% during 2022, from $2M to $2M. Reported net income was -$481K.
How have Patel & Duong, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patel & Duong, LLC's sponsor-wide assets grew 132.4%, from $2M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Patel & Duong, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Madelaine Chocolate Novelties, Inc. Union Pension Plan Trust in NY ($2M, 155 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Patel & Duong, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 261730348.

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.