Defined Benefit (Pension) · DOL Form 5500 · 2023

Thomas D. Lei, M.D. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Thomas D. Lei, M.D., Fccp Pension Plan · Sponsored by Thomas D. Lei, M.D. · California · Healthcare & Social Assistance

$4M in assets, 2 participants

Thomas D. Lei, M.D.'s Thomas D. Lei, M.D., Fccp Pension Plan reported $4M in total assets and 2 participants 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.

  • #7,120 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Thomas D. Lei, M.D., Fccp Pension Plan holds $4M for 2 participants - about $1.8M per participant, in the lower half of filed plans by assets.

#7,120
in Healthcare & Social Assistance (17,684 peers)
+7.0%
assets growth YoY

Thomas D. Lei, M.D., Fccp Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Thomas D. Lei, M.D., Fccp Pension Plan vs every filed plan by assets

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

$3,567,235 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

Thomas D. Lei, M.D., Fccp 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. Thomas D. Lei, M.D., Fccp Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas D. Lei, M.D., Fccp Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $235K in the plan year 2023 filing.
  • Thomas D. Lei, M.D., Fccp Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 753083361 · Thomas D. Lei, M.D. PY 2023 · Defined Benefit (Pension)

Thomas D. Lei, M.D., Fccp Pension Plan · $4M · 2 · 38th

  • PCT $4M
  • EIN 2
  • RANK 38th
  • PHOTO Defined Benefit (Pension)
  • IND near The Broadway League Inc. Staff Retirement Plan
  • EOY ind #7120

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 →

Thomas D. Lei, M.D., Fccp Pension Plan in the asset neighbourhood

Thomas D. Lei, M.D., Fccp Pension PlanThomas D. Lei, M.D., Fccp Pe…$4MThe Broadway League Inc. Staff Retirement PlanThe Broadway League Inc. Sta…$4MBoilermakers Lodge 329 Pension FundBoilermakers Lodge 329 Pensi…$4MBallinger Company Cash Balance PlanBallinger Company Cash Balan…$4MThe Riddell National Bank of Brazil Employees' Pension PlanThe Riddell National Bank of…$4M
End-of-year total assets ($M) among Thomas D. Lei, M.D., Fccp Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$235K
Employer EIN753083361
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas D. Lei, M.D.)

Sponsor-wide plan assets over time

All Thomas D. Lei, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.880859568415272% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.33M $3.14M ▼ -5.7%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $3M

Nearby Defined Benefit (Pension) Plans in California

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

Thomas D. Lei, M.D., Fccp Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Thomas D. Lei, M.D., Fccp Pension Plan, Total assets ($B): 0.003567235 · Participants: 2Thomas D. Lei, M.D., Fccp Pension 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
Thomas D. Lei, M.D., Fccp Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Thomas D. Lei, M.D., Fccp Pension Plan side-by-side with 3 peers →

Thomas D. Lei, M.D., Fccp Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Broadway League Inc. Staff Retirement Plan in NY ($4M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Thomas D. Lei, M.D., Fccp Pension Plan assets move in 2023? ▼
Thomas D. Lei, M.D., Fccp Pension Plan grew at a solid clip - up 7.0% during 2023, from $3M to $4M. Reported net income was $235K.
How have Thomas D. Lei, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas D. Lei, M.D.'s sponsor-wide assets declined 5.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Thomas D. Lei, M.D., Fccp Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Broadway League Inc. Staff Retirement Plan in NY ($4M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Thomas D. Lei, M.D., Fccp Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 753083361.

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.