Defined Benefit (Pension) · DOL Form 5500 · 2023

James Y. Chang Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
38th
Percentile by assets National rank
$3.5M
Avg per participant High balance/head
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Official DOL plan name: James Y. Chang Defined Benefit Pension Plan · Sponsored by James Y. Chang · Nevada · Healthcare & Social Assistance

$3M in assets, 1 participants

James Y. Chang's James Y. Chang Defined Benefit Pension Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,036 in Healthcare & Social Assistance (17,684 peers)

James Y. Chang multi-year trail

James Y. Chang's plans moved +23.8% in assets from 2022 to 2024; this filing shows James Y. Chang Defined Benefit Pension Plan at $3M / 1 participant.

#7,036
in Healthcare & Social Assistance (17,684 peers)
+9.6%
assets growth YoY

James Y. Chang Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

James Y. Chang Defined Benefit Pension Plan vs every filed plan by assets

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

$3,483,060 38th percentile higher than 38% 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

James Y. Chang 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. James Y. Chang Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Y. Chang Defined Benefit Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • James Y. Chang Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770496343 · James Y. Chang PY 2023 · Defined Benefit (Pension)

James Y. Chang Defined Benefit Pension Plan · $3M · 1 · 38th

  • EBSA $3M
  • EBSA 1
  • EBSA 38th
  • EBSA Defined Benefit (Pension)
  • EBSA near Air India Non-Contributory Retirement Income Plan
  • EBSA ind #7036

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 Nevada →

James Y. Chang Defined Benefit Pension Plan in the asset neighbourhood

Local 18 International Union of Police & Protection Employees - Isopgu Pension FundLocal 18 International Union…$3MRetirement Plan for Hourly Rated Employees of the Pangborn LLC Hagerstown, MarylandRetirement Plan for Hourly R…$3MJames Y. Chang Defined Benefit Pension PlanJames Y. Chang Defined Benef…$3MAir India Non-Contributory Retirement Income PlanAir India Non-Contributory R…$3MIBEW Local No 461 Variable Pension PlanIBEW Local No 461 Variable P…$3M
End-of-year total assets ($M) among James Y. Chang Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

James Y. Chang multi-year asset trail

Sponsor-wide plan assets over time

All James Y. Chang plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.818992128135534% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.18M $3.93M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $4M

James Y. Chang filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$306K
Employer EIN770496343
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Nevada

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

James Y. Chang Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants James Y. Chang Defined Benefit Pension Plan, Total assets ($B): 0.00348306 · Participants: 1James Y. Chang Defined Benefit Pension PlanEighth District Electrical Pension Fund, Total assets ($B): 1.199136166 · Participants: 10900Eighth District Electrical Pension FundRetirement Plan for Employees of Southwest Gas Corporation, Total assets ($B): 1.182913998 · Participants: 2020Retirement Plan for Employees of Southwest Gas CorporationUnited Brotherhood of Carpenters Pension Fund United States Segment, Total assets ($B): 0.978533756 · Participants: 1295United Brotherhood of Carpenters Pension Fund United States SegmentNv Energy Retirement Plan, Total assets ($B): 0.813442736 · Participants: 1356Nv Energy Retirement PlanConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan a, Total assets ($B): 0.582171806 · Participants: 2630Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a
James Y. Chang Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Nevada, assets vs. participants
Compare James Y. Chang Defined Benefit Pension Plan side-by-side with 3 peers →

James Y. Chang Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nevada, the nearest Defined Benefit (Pension) by assets is Air India Non-Contributory Retirement Income Plan in NY ($3M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 James Y. Chang Defined Benefit Pension Plan assets move in 2023? ▼
James Y. Chang Defined Benefit Pension Plan grew at a solid clip - up 9.6% during 2023, from $3M to $3M. Reported net income was $306K.
How have James Y. Chang plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Y. Chang's sponsor-wide assets grew 23.8%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to James Y. Chang Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Air India Non-Contributory Retirement Income Plan in NY ($3M, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to James Y. Chang Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, 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 770496343.

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.