Defined Benefit (Pension) · DOL Form 5500 · 2022
Samuel Shih-Hsiung Kuo Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $800,887
- Avg per participant High balance/head
Official DOL plan name: Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan · Sponsored by Samuel Shih-Hsiung Kuo · California · Healthcare & Social Assistance
$2M in assets, 2 participants
Samuel Shih-Hsiung Kuo's Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan reported $2M in total assets and 2 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.
- #6,049 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan declined sharply 19.5% in 2022 ($2M → $2M) for 2 participants.
- #6,049
- in Healthcare & Social Assistance (20,060 peers)
- -19.5%
- assets change YoY
The plan reported a net loss of $388K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan among the smaller filed plans by assets
Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,601,774 31st percentile higher than 31% 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
Samuel Shih-Hsiung Kuo 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. Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 770376903 · Samuel Shih-Hsiung Kuo PY 2022 · Defined Benefit (Pension)
Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan · $2M · 2 · 31st
- 5500 $2M
- ASSETS 2
- PCT 31st
- EIN Defined Benefit (Pension)
- RANK near Law Offices of Jeffrey C. Brown Cash Balance Plan
- PHOTO ind #6049
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 →
Samuel Shih-Hsiung Kuo Defined Benefit Pension Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$388K |
| Employer EIN | 770376903 |
| Plan Effective Date | 2002-01-01 |
| 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
Samuel Shih-Hsiung Kuo 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 Law Offices of Jeffrey C. Brown Cash Balance Plan in NM ($2M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 (2 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.