Defined Benefit (Pension) · DOL Form 5500 · 2023
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $153,675
- Avg per participant Above avg balance/head
Official DOL plan name: Liberty Station Orthodontics Defined Benefit Pension Plan · Sponsored by Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics · California · Healthcare & Social Assistance
$2M in assets, 10 participants
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's Liberty Station Orthodontics Defined Benefit Pension Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,385 in Healthcare & Social Assistance (17,684 peers)
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year trail
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's plans moved +125.3% in assets from 2022 to 2024; this filing shows Liberty Station Orthodontics Defined Benefit Pension Plan at $2M / 10 participants.
- #4,385
- in Healthcare & Social Assistance (17,684 peers)
- +74.6%
- assets growth YoY
Liberty Station Orthodontics Defined Benefit Pension Plan among the smaller filed plans by assets
Liberty Station Orthodontics Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,536,749 28th percentile higher than 28% 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
Liberty Station Orthodontics 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. Liberty Station Orthodontics Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Liberty Station Orthodontics Defined Benefit Pension Plan reported net income rose from -$108K in the plan year 2022 filing to $657K in the plan year 2023 filing.
- Liberty Station Orthodontics Defined Benefit Pension Plan end-of-year assets rose from $880K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Liberty Station Orthodontics Defined Benefit Pension Plan reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 510534152 · Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics PY 2023 · Defined Benefit (Pension)
Liberty Station Orthodontics Defined Benefit Pension Plan · $2M · 10 · 28th
- NET $2M
- BOOK 10
- VS-ST 28th
- BOY Defined Benefit (Pension)
- SCH near Kinzi & Company, Inc. Defined Benefit Plan
- EBSA ind #4385
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 →
Liberty Station Orthodontics Defined Benefit Pension Plan in the asset neighbourhood
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year asset trail
Sponsor-wide plan assets over time
All Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 125.28193206575224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 26 | $1M |
| 2023 | 2 | 23 | $2M |
| 2024 | 2 | 25 | $3M |
Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics filing trail (2023)
| Total Assets (Beginning of Year) | $880K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $657K |
| Employer EIN | 510534152 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Liberty Station Orthodontics 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 Kinzi & Company, Inc. Defined Benefit Plan in NY ($2M); by covered participants it is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.