Defined Benefit (Pension) · DOL Form 5500 · 2023

Tuan N Nguyen Md Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$669,801
Avg per participant High balance/head
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Official DOL plan name: Tuan N Nguyen Md Defined Benefit Plan · Sponsored by Tuan N Nguyen Md · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Tuan N Nguyen Md's Tuan N Nguyen Md Defined Benefit Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,138 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Tuan N Nguyen Md Defined Benefit Plan holds $2M for 3 participants - about $669,801 per participant, in the lower half of filed plans by assets.

#5,138
in Healthcare & Social Assistance (17,684 peers)
+0.6%
assets growth YoY

Tuan N Nguyen Md Defined Benefit Plan among the smaller filed plans by assets

Tuan N Nguyen Md Defined Benefit Plan vs every filed plan by assets

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

$2,009,403 31st percentile higher than 31% 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

Tuan N Nguyen Md Defined Benefit 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. Tuan N Nguyen Md Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tuan N Nguyen Md Defined Benefit Plan reported net income rose from -$134K in the plan year 2022 filing to $11K in the plan year 2023 filing.
  • Tuan N Nguyen Md Defined Benefit Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770415750 · Tuan N Nguyen Md PY 2023 · Defined Benefit (Pension)

Tuan N Nguyen Md Defined Benefit Plan · $2M · 3 · 31st

  • SCH $2M
  • SCH 3
  • SCH 31st
  • SCH Defined Benefit (Pension)
  • SCH near Maggs Mcdermott & Diciccio, LLC Cash Balance Plan
  • SCH ind #5138

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 →

Tuan N Nguyen Md Defined Benefit Plan in the asset neighbourhood

Royal Group Investments Pension PlanRoyal Group Investments Pens…$2MLanx Management LLC Cash Balance PlanLanx Management LLC Cash Bal…$2MTuan N Nguyen Md Defined Benefit PlanTuan N Nguyen Md Defined Ben…$2MMaggs Mcdermott & Diciccio, LLC Cash Balance PlanMaggs Mcdermott & Diciccio, …$2MMeacham & Apel Architects, Inc. Cash Balance Pension PlanMeacham & Apel Architects, I…$2M
End-of-year total assets ($M) among Tuan N Nguyen Md Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$11K
Employer EIN770415750
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tuan N Nguyen Md)

Sponsor-wide plan assets over time

All Tuan N Nguyen Md plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.334795563068541% vs 2022
2024 filing year
$1.85M$1.9M$1.95M$2M$2.05M 202220232024 $2M $1.91M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 N/A $2M

Nearby Defined Benefit (Pension) Plans in California

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

Tuan N Nguyen Md Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Tuan N Nguyen Md Defined Benefit Plan, Total assets ($B): 0.002009403 · Participants: 3Tuan N Nguyen Md Defined Benefit 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
Tuan N Nguyen Md Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Tuan N Nguyen Md Defined Benefit Plan side-by-side with 3 peers →

Tuan N Nguyen Md Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Maggs Mcdermott & Diciccio, LLC Cash Balance Plan in NJ ($2M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Tuan N Nguyen Md Defined Benefit Plan assets move in 2023? ▼
Tuan N Nguyen Md Defined Benefit Plan held essentially flat - up 0.6% during 2023, from $2M to $2M. Reported net income was $11K.
How have Tuan N Nguyen Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tuan N Nguyen Md's sponsor-wide assets declined 4.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Tuan N Nguyen Md Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Maggs Mcdermott & Diciccio, LLC Cash Balance Plan in NJ ($2M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tuan N Nguyen Md Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 770415750.

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.