401(k) · DOL Form 5500 · 2023

Joseph C. Cheng, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Joseph C. Cheng, M.D. 401(k) Plan · Sponsored by Joseph C. Cheng, M.D., Inc. · California · Healthcare & Social Assistance

$3M in assets, 2 participants

Joseph C. Cheng, M.D., Inc.'s Joseph C. Cheng, M.D. 401(k) Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,638 in Healthcare & Social Assistance (17,684 peers)

Joseph C. Cheng, M.D., Inc. multi-year trail

Joseph C. Cheng, M.D., Inc.'s plans moved +25.3% in assets from 2022 to 2023; this filing shows Joseph C. Cheng, M.D. 401(k) Plan at $3M / 2 participants.

#6,638
in Healthcare & Social Assistance (17,684 peers)
+25.3%
assets growth YoY

Joseph C. Cheng, M.D. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Joseph C. Cheng, M.D. 401(k) Plan vs every filed plan by assets

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

$3,148,968 36th percentile higher than 36% 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

Joseph C. Cheng, M.D. 401(k) 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. Joseph C. Cheng, M.D. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph C. Cheng, M.D. 401(k) Plan reported net income rose from -$683K in the plan year 2022 filing to $636K in the plan year 2023 filing.
  • Joseph C. Cheng, M.D. 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Joseph C. Cheng, M.D. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770672015 · Joseph C. Cheng, M.D., Inc. PY 2023 · 401(k)

Joseph C. Cheng, M.D. 401(k) Plan · $3M · 2 · 36th

  • EIN $3M
  • EIN 2
  • EIN 36th
  • EIN 401(k)
  • EIN near Cfp, Inc. Salary Reduction Profit Sharing Plan
  • EIN ind #6638

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 →

Joseph C. Cheng, M.D. 401(k) Plan in the asset neighbourhood

Joseph C. Cheng, M.D. 401(k) PlanJoseph C. Cheng, M.D. 401(k)…$3MCfp, Inc. Salary Reduction Profit Sharing PlanCfp, Inc. Salary Reduction P…$3MEast Gate Educational, Inc. Retirement PlanEast Gate Educational, Inc. …$3MTime Trak Systems, Inc. 401(k) Retirement PlanTime Trak Systems, Inc. 401(…$3MCapitol Fire Sprinkler Co., Inc. 401(k) PlanCapitol Fire Sprinkler Co., …$3M
End-of-year total assets ($M) among Joseph C. Cheng, M.D. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Joseph C. Cheng, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph C. Cheng, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.31215938245031% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 20222023 $2.51M $3.15M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 2 $3M

Joseph C. Cheng, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$636K
Employer EIN770672015
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Joseph C. Cheng, M.D. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Joseph C. Cheng, M.D. 401(k) Plan, Total assets ($B): 0.003148968 · Participants: 2Joseph C. Cheng, M.D. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Joseph C. Cheng, M.D. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Joseph C. Cheng, M.D. 401(k) Plan side-by-side with 3 peers →

Joseph C. Cheng, M.D. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cfp, Inc. Salary Reduction Profit Sharing Plan in OR ($3M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Joseph C. Cheng, M.D. 401(k) Plan assets move in 2023? ▼
Joseph C. Cheng, M.D. 401(k) Plan grew sharply - up 25.3% during 2023, from $3M to $3M. Reported net income was $636K.
How have Joseph C. Cheng, M.D., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Joseph C. Cheng, M.D., Inc.'s sponsor-wide assets grew 25.3%, from $3M to $3M.
Which 401(k) plans are similar in size to Joseph C. Cheng, M.D. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cfp, Inc. Salary Reduction Profit Sharing Plan in OR ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Joseph C. Cheng, M.D. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 770672015.

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.