Defined Benefit (Pension) · DOL Form 5500 · 2023

Anna Lu Dmd, Apc Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$222,863
Avg per participant Above avg balance/head
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Official DOL plan name: Anna Lu Dmd Apc Cash Balance Plan · Sponsored by Anna Lu Dmd, Apc · California · Healthcare & Social Assistance

$2M in assets, 8 participants

Anna Lu Dmd, Apc's Anna Lu Dmd Apc Cash Balance Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,806 in Healthcare & Social Assistance (17,684 peers)

Anna Lu Dmd, Apc multi-year trail

Anna Lu Dmd, Apc's plans moved +26.1% in assets from 2022 to 2024; this filing shows Anna Lu Dmd Apc Cash Balance Plan at $2M / 8 participants.

#4,806
in Healthcare & Social Assistance (17,684 peers)
-1.1%
assets change YoY

The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anna Lu Dmd Apc Cash Balance Plan among the smaller filed plans by assets

Anna Lu Dmd Apc Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,782,902 29th percentile higher than 29% of 127,068 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 2023

Anna Lu Dmd Apc Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anna Lu Dmd Apc Cash Balance Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anna Lu Dmd Apc Cash Balance Plan reported net income fell from $257K in the plan year 2022 filing to -$20K in the plan year 2023 filing.
  • Anna Lu Dmd Apc Cash Balance Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Anna Lu Dmd Apc Cash Balance Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205487799 · Anna Lu Dmd, Apc PY 2023 · Defined Benefit (Pension)

Anna Lu Dmd Apc Cash Balance Plan · $2M · 8 · 29th

  • IND $2M
  • EOY 8
  • 5500 29th
  • ASSETS Defined Benefit (Pension)
  • PCT near Croft Workplace Drug Programs, Inc. Defined Benefit Pension Plan
  • EIN ind #4806

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 →

Anna Lu Dmd Apc Cash Balance Plan in the asset neighbourhood

Anna Lu Dmd Apc Cash Balance PlanAnna Lu Dmd Apc Cash Balance…$2MCroft Workplace Drug Programs, Inc. Defined Benefit Pension PlanCroft Workplace Drug Program…$2MJackson Park Hospital Foundation Pension PlanJackson Park Hospital Founda…$2MMosbacher Properties Group, LLC Retirement PlanMosbacher Properties Group, …$2MUfcw Local 174 Pension Fund$2M
End-of-year total assets ($M) among Anna Lu Dmd Apc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Anna Lu Dmd, Apc multi-year asset trail

Sponsor-wide plan assets over time

All Anna Lu Dmd, Apc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.123235895130613% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.16M $2.73M ▲ +26.4%
Year Plans Participants Total Assets
2022 2 19 $2M
2023 2 16 $2M
2024 2 18 $3M

Anna Lu Dmd, Apc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$20K
Employer EIN205487799
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Anna Lu Dmd Apc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Anna Lu Dmd Apc Cash Balance Plan, Total assets ($B): 0.001782902 · Participants: 8Anna Lu Dmd Apc Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Anna Lu Dmd Apc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Anna Lu Dmd Apc Cash Balance Plan side-by-side with 3 peers →

Anna Lu Dmd Apc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Croft Workplace Drug Programs, Inc. Defined Benefit Pension Plan in AZ ($2M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Anna Lu Dmd Apc Cash Balance Plan assets move in 2023? ▼
Anna Lu Dmd Apc Cash Balance Plan edged down modestly - down 1.1% during 2023, from $2M to $2M. Reported net income was -$20K.
How have Anna Lu Dmd, Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anna Lu Dmd, Apc's sponsor-wide assets grew 26.1%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Anna Lu Dmd Apc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Croft Workplace Drug Programs, Inc. Defined Benefit Pension Plan in AZ ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anna Lu Dmd Apc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205487799.

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.