Money Purchase · DOL Form 5500 · 2022

Cao Van Pham, M.D., Inc. Money Purchase Plan

Data updated 2026-08-11

$10M
Total assets
4
Participants
64th
Percentile by assets
$2.4M
Avg per participant
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Official DOL plan name: Cao Van Pham, M.D., Inc. Money Purchase Pension Plan · Sponsored by Cao Van Pham, M.D., Inc. · California · Healthcare & Social Assistance

$10M in assets, 4 participants

Cao Van Pham, M.D., Inc.'s Cao Van Pham, M.D., Inc. Money Purchase Pension Plan reported $10M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 139,126 plans)
  • #13,955 in Healthcare & Social Assistance (20,060 peers)

Cao Van Pham, M.D., Inc. multi-year trail

Cao Van Pham, M.D., Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Cao Van Pham, M.D., Inc. Money Purchase Pension Plan at $10M / 4 participants.

$10M
total plan assets (2022 EOY)
4
covered participants
64th
percentile by assets (of 139,126 plans)
$2.4M
avg assets per participant

Cao Van Pham, M.D., Inc. across 3 plan years on file

Across the 3 plan years Cao Van Pham, M.D., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $12M, a gain of 24.7%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($10M).

Cao Van Pham, M.D., Inc. multi-year asset trail

$9M$10M$11M$12M$13M 202220232024 $9.62M $12M ▲ +24.6%
Total plan assets by year, all Cao Van Pham, M.D., Inc. plans on file
Year Plans Participants Total Assets
2022 1 4 $10M
2023 1 4 $11M
2024 1 4 $12M

Cao Van Pham, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN953627243
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cao Van Pham, M.D., …The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Cao Van Pham, M.D., Inc. Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Cao Van Pham, M.D., Inc. Money Purchase Pension Plan assets move in 2022?
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan grew at a solid clip - up 12.1% during 2022, from $9M to $10M. Reported net income was $1M.
How have Cao Van Pham, M.D., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cao Van Pham, M.D., Inc.'s sponsor-wide assets grew 24.7%, from $10M to $12M.
Which Money Purchase plans are similar in size to Cao Van Pham, M.D., Inc. Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Asbestos Workers Local 84 Annuity Plan in IN ($10M, 225 participants).

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Multi-year trail

Ways to act on Cao Van Pham, M.D., Inc. Money Purchase Pension Plan's numbers.