Defined Benefit (Pension) · DOL Form 5500 · 2023

Rebecca Lee Dds a Dental Corp Pension Plan

Data updated 2026-08-11

$747K
Total assets
6
Participants
21st
Percentile by assets
$124,528
Avg per participant
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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.

  • 21st percentile by assets (of 127,072 plans)
  • #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.

$747K
total plan assets (2023 EOY)
6
covered participants
21st
percentile by assets (of 127,072 plans)
$124,528
avg assets per participant

Where Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan sits by total 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 $2,010,000,000 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

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 →

State
California
Industry
Healthcare & Social Assistance

2023 asset move for Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan

Year over year, total assets grew sharply from $600K at the start of 2023 to $747K at year-end (up 24.5%). Net assets closed at $747K; reported net income $147K.

Rebecca Lee Dds a Dental Corp years around the 2023 move

$-1M$0M$1M$2M$3M 202220232024 $2.31M $0M ▼ -100.0%
Total plan assets by year, all Rebecca Lee Dds a Dental Corp plans on file
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 ($B) Participants Rebecca Lee Dds a De…, Total assets ($B): 0.000747166 · Participants: 6Rebecca Lee Dds a De…Kaiser Permanente Re…, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Elec…Pacific Gas and Elec…, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pens…
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 Be… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan by total assets, not by location.

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).

Next read for Rebecca Lee Dds a Dental Corp Defined Be…

2023 change

Ways to act on Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan's numbers.

  • By total assets, Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans

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.