Defined Benefit (Pension) · DOL Form 5500 · 2022

Roger T. Cheng Pension Plan

Data updated 2026-08-25

$538K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$538,356
Avg per participant High balance/head
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Official DOL plan name: Roger T. Cheng Defined Benefit Pension Plan · Sponsored by Roger T. Cheng · California · Healthcare & Social Assistance

$538K in assets, 1 participants

Roger T. Cheng's Roger T. Cheng Defined Benefit Pension Plan reported $538K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,010 in Healthcare & Social Assistance (20,060 peers)

Roger T. Cheng multi-year trail

Roger T. Cheng's plans moved +28.3% in assets from 2022 to 2024; this filing shows Roger T. Cheng Defined Benefit Pension Plan at $538K / 1 participant.

#3,010
in Healthcare & Social Assistance (20,060 peers)
+4.7%
assets growth YoY

Roger T. Cheng Defined Benefit Pension Plan among the smaller filed plans by assets

Roger T. Cheng Defined Benefit Pension Plan vs every filed plan by assets

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

$538,356 19th percentile higher than 19% 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

Roger T. Cheng 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. Roger T. Cheng Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 330125078 · Roger T. Cheng PY 2022 · Defined Benefit (Pension)

Roger T. Cheng Defined Benefit Pension Plan · $538K · 1 · 19th

  • 5500 $538K
  • 5500 1
  • 5500 19th
  • 5500 Defined Benefit (Pension)
  • 5500 near Bindery Industry Employers Gcc / Ibt Pension Plan
  • 5500 ind #3010

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 →

Roger T. Cheng Defined Benefit Pension Plan in the asset neighbourhood

Roger T. Cheng Defined Benefit Pension PlanRoger T. Cheng Defined Benef…$538KBindery Industry Employers Gcc / Ibt Pension PlanBindery Industry Employers G…$540KUfcw Union Local 919 & Contributing Employers Non-Food Pension FundUfcw Union Local 919 & Contr…$536KPension Plan for Employees of Union Storage & Transfer CompanyPension Plan for Employees o…$543KOshkosh Corporation Salaried and Clerical Employees' Retirement PlanOshkosh Corporation Salaried…$533K
End-of-year total assets ($M) among Roger T. Cheng Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Roger T. Cheng multi-year asset trail

Sponsor-wide plan assets over time

All Roger T. Cheng plans reported in each filing year

Latest sponsor-wide plan assets
$691K 28.284443750975193% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.54M $0.69M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 1 $538K
2023 1 2 $634K
2024 1 2 $691K

Roger T. Cheng filing trail (2022)

Total Assets (Beginning of Year)$514K
Net Assets (End of Year)$538K
Net Income$24K
Employer EIN330125078
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Roger T. Cheng Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Roger T. Cheng Defined Benefit Pension Plan, Total assets ($B): 0.000538356 · Participants: 1Roger T. Cheng Defined Benefit Pension 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
Roger T. Cheng Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Roger T. Cheng Defined Benefit Pension Plan side-by-side with 3 peers →

Roger T. Cheng 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 Bindery Industry Employers Gcc / Ibt Pension Plan in PA ($540K); by covered participants it is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roger T. Cheng Defined Benefit Pension Plan assets move in 2022? ▼
Roger T. Cheng Defined Benefit Pension Plan edged up modestly - up 4.7% during 2022, from $514K to $538K. Reported net income was $24K.
How have Roger T. Cheng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roger T. Cheng's sponsor-wide assets grew 28.3%, from $538K to $691K.
Where does Roger T. Cheng Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Roger T. Cheng Defined Benefit Pension Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Roger T. Cheng Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bindery Industry Employers Gcc / Ibt Pension Plan in PA ($540K, 23 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roger T. Cheng Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant, N/A 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 330125078.

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.