Defined Benefit (Pension) · DOL Form 5500 · 2023

Teddy Tat-Tak Liu, M.D., P.C. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
43rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust · Sponsored by Teddy Tat-Tak Liu, M.D., P.C. · New York · Healthcare & Social Assistance

$5M in assets, 4 participants

Teddy Tat-Tak Liu, M.D., P.C.'s Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,205 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust grew sharply 24.3% in 2023 ($4M → $5M) for 4 participants.

#8,205
in Healthcare & Social Assistance (17,684 peers)
+24.3%
assets growth YoY

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$4,634,455 43rd percentile higher than 43% 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

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust reported net income rose from -$999K in the plan year 2022 filing to $906K in the plan year 2023 filing.
  • Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050595128 · Teddy Tat-Tak Liu, M.D., P.C. PY 2023 · Defined Benefit (Pension)

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust · $5M · 4 · 43rd

  • ASSETS $5M
  • PCT 4
  • EIN 43rd
  • RANK Defined Benefit (Pension)
  • PHOTO near The Willard Inter-Continental Hotel Retirement Plan
  • IND ind #8205

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 New York →

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust in the asset neighbourhood

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and TrustTeddy Tat-Tak Liu, M.D., P.C…$5MThe Willard Inter-Continental Hotel Retirement PlanThe Willard Inter-Continenta…$5MRetirement Plan for Employees of San Jose Cattle CompanyRetirement Plan for Employee…$5MPension Agreement Between Akro-Mils and Uswa Local 1761-02Pension Agreement Between Ak…$5MThe Mckeogh Company Employees Pension PlanThe Mckeogh Company Employee…$5M
End-of-year total assets ($M) among Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Teddy Tat-Tak Liu, M.D., P.C. years around the 2023 move

Sponsor-wide plan assets over time

All Teddy Tat-Tak Liu, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.73M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $5M
2024 1 4 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$906K
Employer EIN050595128
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust, Total assets ($B): 0.004634455 · Participants: 4Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Willard Inter-Continental Hotel Retirement Plan in DC ($5M); 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 Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust assets move in 2023? ▼
Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust grew sharply - up 24.3% during 2023, from $4M to $5M. Reported net income was $906K.
Which Defined Benefit (Pension) plans are similar in size to Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Willard Inter-Continental Hotel Retirement Plan in DC ($5M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and Trust? ▼
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 050595128.

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.