Defined Benefit (Pension) · DOL Form 5500 · 2023

Lee Zhao Dmd PC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$481,901
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lee Zhao Dmd PC Defined Benefit Plan · Sponsored by Lee Zhao Dmd PC · Georgia · Healthcare & Social Assistance

$2M in assets, 4 participants

Lee Zhao Dmd PC's Lee Zhao Dmd PC Defined Benefit Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,041 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Lee Zhao Dmd PC Defined Benefit Plan grew at a solid clip 8.2% in 2023 ($2M → $2M) for 4 participants.

#5,041
in Healthcare & Social Assistance (17,684 peers)
+8.2%
assets growth YoY

Lee Zhao Dmd PC Defined Benefit Plan among the smaller filed plans by assets

Lee Zhao Dmd PC Defined Benefit Plan vs every filed plan by assets

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

$1,927,602 30th percentile higher than 30% 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

Lee Zhao Dmd PC 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. Lee Zhao Dmd PC Defined Benefit Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Zhao Dmd PC Defined Benefit Plan reported net income fell from $508K in the plan year 2022 filing to $146K in the plan year 2023 filing.
  • Lee Zhao Dmd PC Defined Benefit Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260519664 · Lee Zhao Dmd PC PY 2023 · Defined Benefit (Pension)

Lee Zhao Dmd PC Defined Benefit Plan · $2M · 4 · 30th

  • IND $2M
  • EOY 4
  • 5500 30th
  • ASSETS Defined Benefit (Pension)
  • PCT near Bruce Bierman Design, Inc. Cash Balance Plan
  • EIN ind #5041

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 Georgia →

Lee Zhao Dmd PC Defined Benefit Plan in the asset neighbourhood

Lee Zhao Dmd PC Defined Benefit PlanLee Zhao Dmd PC Defined Bene…$2MBruce Bierman Design, Inc. Cash Balance PlanBruce Bierman Design, Inc. C…$2MEssential Business Strategies Defined Benefit Pension PlanEssential Business Strategie…$2MThe Society of Naval Architects and Marine Engineers Pension Plan for EmployeesThe Society of Naval Archite…$2MTextile Creations, Inc. Pension PlanTextile Creations, Inc. Pens…$2M
End-of-year total assets ($M) among Lee Zhao Dmd PC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Lee Zhao Dmd PC years around the 2023 move

Sponsor-wide plan assets over time

All Lee Zhao Dmd PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.205318199424058% vs 2022
2023 filing year
$1.75M$1.8M$1.85M$1.9M$1.95M 20222023 $1.78M $1.93M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$146K
Employer EIN260519664
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

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

Lee Zhao Dmd PC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Lee Zhao Dmd PC Defined Benefit Plan, Total assets ($B): 0.001927602 · Participants: 4Lee Zhao Dmd PC Defined Benefit PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Lee Zhao Dmd PC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Lee Zhao Dmd PC Defined Benefit Plan side-by-side with 3 peers →

Lee Zhao Dmd PC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Bruce Bierman Design, Inc. Cash Balance Plan in NY ($2M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lee Zhao Dmd PC Defined Benefit Plan assets move in 2023? ▼
Lee Zhao Dmd PC Defined Benefit Plan grew at a solid clip - up 8.2% during 2023, from $2M to $2M. Reported net income was $146K.
How have Lee Zhao Dmd PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lee Zhao Dmd PC's sponsor-wide assets grew 8.2%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Lee Zhao Dmd PC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bruce Bierman Design, Inc. Cash Balance Plan in NY ($2M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lee Zhao Dmd PC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 260519664.

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.