Defined Benefit (Pension) · DOL Form 5500 · 2023

Rebecca Lee Dds a Dental Corp Pension Plan

Data updated 2026-08-25

$747K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$124,528
Avg per participant Near avg balance/head
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Official DOL plan name: Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan · Sponsored by Rebecca Lee Dds a Dental Corp · California · Healthcare & Social Assistance

$747K in assets, 6 participants

Rebecca Lee Dds a Dental Corp's Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan reported $747K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,950 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan grew sharply 24.5% in 2023 ($600K → $747K) for 6 participants.

#2,950
in Healthcare & Social Assistance (17,684 peers)
+24.5%
assets growth YoY

Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan among the smaller filed plans by assets

Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan vs every filed plan by assets

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

$747,166 21st percentile higher than 21% 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

Rebecca Lee Dds a Dental Corp Defined Benefit Pension 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. Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan reported net income rose from $77K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan reported participants fell from 10 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan end-of-year assets rose from $600K in the plan year 2022 filing to $747K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461344162 · Rebecca Lee Dds a Dental Corp PY 2023 · Defined Benefit (Pension)

Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan · $747K · 6 · 21st

  • PHOTO $747K
  • IND 6
  • EOY 21st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Oddworld Inhabitants Inc Defined Benefit Pension Plan
  • PCT ind #2950

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 →

Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in the asset neighbourhood

Rebecca Lee Dds a Dental Corp Defined Benefit Pension PlanRebecca Lee Dds a Dental Cor…$747KOddworld Inhabitants Inc Defined Benefit Pension PlanOddworld Inhabitants Inc Def…$747KShearer & Bonney, P.C. Cash Balance PlanShearer & Bonney, P.C. Cash …$747KRetirement Plan of Local 1102 Retirement FundRetirement Plan of Local 110…$746KLiberta & Milo LLP Cash Balance PlanLiberta & Milo LLP Cash Bala…$744K
End-of-year total assets ($M) among Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rebecca Lee Dds a Dental Corp years around the 2023 move

Sponsor-wide plan assets over time

All Rebecca Lee Dds a Dental Corp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $2.31M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 18 $2M
2023 2 12 $3M
2024 2 12 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$600K
Net Assets (End of Year)$747K
Net Income$147K
Employer EIN461344162
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Rebecca Lee Dds a Dental Corp 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 ($B) Participants Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan, Total assets ($B): 0.000747166 · Participants: 6Rebecca Lee Dds a Dental Corp Defined Benefit Pension 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
Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan side-by-side with 3 peers →

Rebecca Lee Dds a Dental Corp 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 Oddworld Inhabitants Inc Defined Benefit Pension Plan in AZ ($747K); by covered participants it is Performance Capital, LLC Cash Balance Plan in AZ (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan assets move in 2023? ▼
Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan grew sharply - up 24.5% during 2023, from $600K to $747K. Reported net income was $147K.
Where does Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oddworld Inhabitants Inc Defined Benefit Pension Plan in AZ ($747K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Performance Capital, LLC Cash Balance Plan in AZ (6 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 461344162.

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.