401(k) · DOL Form 5500 · 2023

Zhao-Yang Pan, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
5
Participants Small participant base
63rd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan · Sponsored by Zhao-Yang Pan, M.D., Inc. · California · Healthcare & Social Assistance

$12M in assets, 5 participants

Zhao-Yang Pan, M.D., Inc.'s Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 5 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.

  • #12,122 in Healthcare & Social Assistance (17,684 peers)

Zhao-Yang Pan, M.D., Inc. multi-year trail

Zhao-Yang Pan, M.D., Inc.'s plans moved +65.9% in assets from 2022 to 2024; this filing shows Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan at $12M / 5 participants.

#12,122
in Healthcare & Social Assistance (17,684 peers)
+34.4%
assets growth YoY

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,329,669 Top 37% higher than 63% 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

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing 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. Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954815916 · Zhao-Yang Pan, M.D., Inc. PY 2023 · 401(k)

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan · $12M · 5 · 63rd

  • SCH $12M
  • SCH 5
  • SCH 63rd
  • SCH 401(k)
  • SCH near Carousel 401(k) Plan
  • SCH ind #12122

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 →

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing PlanZhao-Yang Pan, M.D., Inc. 40…$12MCarousel 401(k) Plan$12MMidwestern Connecticut Council on Alcoholism Profit Sharing 401(k) PlanMidwestern Connecticut Counc…$12M1st Lake Properties, Inc Retirement Plan1st Lake Properties, Inc Ret…$12MState Fund Insurance Agency, Inc. 401(k) Profit Sharing PlanState Fund Insurance Agency,…$12M
End-of-year total assets ($M) among Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zhao-Yang Pan, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zhao-Yang Pan, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 65.86462781448726% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.18M $15.2M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 4 $9M
2023 1 5 $12M
2024 1 5 $15M

Zhao-Yang Pan, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN954815916
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012329669 · Participants: 5Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing 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
Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carousel 401(k) Plan in IA ($12M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan surged - up 34.4% during 2023, from $9M to $12M. Reported net income was $3M.
How have Zhao-Yang Pan, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zhao-Yang Pan, M.D., Inc.'s sponsor-wide assets grew 65.9%, from $9M to $15M.
Which 401(k) plans are similar in size to Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carousel 401(k) Plan in IA ($12M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 954815916.

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.