Defined Benefit (Pension) · DOL Form 5500 · 2022
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics Pension Plan
Data updated 2026-08-25
- $880K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $73,332
- Avg per participant Below avg balance/head
Official DOL plan name: Liberty Station Orthodontics Defined Benefit Pension Plan · Sponsored by Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics · California · Healthcare & Social Assistance
$880K in assets, 12 participants
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's Liberty Station Orthodontics Defined Benefit Pension Plan reported $880K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,093 in Healthcare & Social Assistance (20,060 peers)
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year trail
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's plans moved +125.3% in assets from 2022 to 2024; this filing shows Liberty Station Orthodontics Defined Benefit Pension Plan at $880K / 12 participants.
- #4,093
- in Healthcare & Social Assistance (20,060 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liberty Station Orthodontics Defined Benefit Pension Plan among the smaller filed plans by assets
Liberty Station Orthodontics Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$879,987 24th percentile higher than 24% 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
Liberty Station Orthodontics Defined Benefit Pension 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. Liberty Station Orthodontics Defined Benefit Pension Plan is a small filing (12 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 510534152 · Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics PY 2022 · Defined Benefit (Pension)
Liberty Station Orthodontics Defined Benefit Pension Plan · $880K · 12 · 24th
- PART $880K
- TYPE 12
- NET 24th
- BOOK Defined Benefit (Pension)
- VS-ST near Communication Investment Partners, LLC Cash Balance Plan
- BOY ind #4093
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 →
Liberty Station Orthodontics Defined Benefit Pension Plan in the asset neighbourhood
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year asset trail
Sponsor-wide plan assets over time
All Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 125.28193206575224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 26 | $1M |
| 2023 | 2 | 23 | $2M |
| 2024 | 2 | 25 | $3M |
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics filing trail (2022)
| Total Assets (Beginning of Year) | $988K |
|---|---|
| Net Assets (End of Year) | $880K |
| Net Income | -$108K |
| Employer EIN | 510534152 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Liberty Station Orthodontics Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Communication Investment Partners, LLC Cash Balance Plan in NY ($882K); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($880K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.