Defined Benefit (Pension) · DOL Form 5500 · 2022
Lee Zhao Dmd PC Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $445,358
- Avg per participant High balance/head
Official DOL plan name: Lee Zhao Dmd PC Defined Benefit Plan · Sponsored by Lee Zhao Dmd PC · Georgia · Healthcare & Social Assistance
$2M in assets, 4 participants
Lee Zhao Dmd PC's Lee Zhao Dmd PC Defined Benefit Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,497 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Lee Zhao Dmd PC Defined Benefit Plan surged 39.9% in 2022 ($1M → $2M) for 4 participants.
- #6,497
- in Healthcare & Social Assistance (20,060 peers)
- +39.9%
- assets growth YoY
Lee Zhao Dmd PC Defined Benefit Plan among the smaller filed plans by assets
Lee Zhao Dmd PC Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,781,430 32nd percentile higher than 32% 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
Lee Zhao Dmd PC Defined Benefit 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. Lee Zhao Dmd PC Defined Benefit Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 260519664 · Lee Zhao Dmd PC PY 2022 · Defined Benefit (Pension)
Lee Zhao Dmd PC Defined Benefit Plan · $2M · 4 · 32nd
- VS-ST $2M
- VS-ST 4
- VS-ST 32nd
- VS-ST Defined Benefit (Pension)
- VS-ST near F. Ron Smith, Inc. Cash Balance Pension Plan
- VS-ST ind #6497
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 Georgia →
Lee Zhao Dmd PC Defined Benefit Plan in the asset neighbourhood
Lee Zhao Dmd PC years around the 2022 move
Sponsor-wide plan assets over time
All Lee Zhao Dmd PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 8.205318199424058% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $508K |
| Employer EIN | 260519664 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $22.0B · 52,821
- The Southern Company Pension Plan $14.8B · 25,663
- UPS/Ibt Full-Time Employee Pension Plan $11.9B · 68,592
- UPS Pension Plan $9.6B · 151,682
- Delta Retirement Plan $7.4B · 15,951
Lee Zhao Dmd PC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is F. Ron Smith, Inc. Cash Balance Pension Plan in CA ($2M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.