Profit Sharing · DOL Form 5500 · 2023
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $3.0M
- Avg per participant High balance/head
Official DOL plan name: Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan · Sponsored by Charlene R. Chan, D.D.S, Inc · California · Healthcare & Social Assistance
$12M in assets, 4 participants
Charlene R. Chan, D.D.S, Inc's Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan reported $12M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,056 in Healthcare & Social Assistance (17,684 peers)
Charlene R. Chan, D.D.S, Inc multi-year trail
Charlene R. Chan, D.D.S, Inc's plans moved +31.6% in assets from 2022 to 2024; this filing shows Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan at $12M / 4 participants.
- #12,056
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,078,140 Top 37% higher than 63% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement 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. Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952652380 · Charlene R. Chan, D.D.S, Inc PY 2023 · Profit Sharing
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan · $12M · 4 · 63rd
- BOY $12M
- SCH 4
- EBSA 63rd
- PART Profit Sharing
- TYPE near Pitt-Upmc Medical & Health Sciences Fdn 401a Plan
- NET ind #12056
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 →
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan in the asset neighbourhood
Charlene R. Chan, D.D.S, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Charlene R. Chan, D.D.S, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 31.63895636902987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $10M |
| 2023 | 1 | 4 | $12M |
| 2024 | 1 | 3 | $14M |
Charlene R. Chan, D.D.S, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 952652380 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Pitt-Upmc Medical & Health Sciences Fdn 401a Plan in PA ($12M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.