Defined Benefit (Pension) · DOL Form 5500 · 2023

Artmond Louie, D.D.S., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$304,795
Avg per participant High balance/head
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Official DOL plan name: Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan · Sponsored by Artmond Louie, D.D.S., Inc. · California · Healthcare & Social Assistance

$3M in assets, 9 participants

Artmond Louie, D.D.S., Inc.'s Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,170 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan holds $3M for 9 participants - about $304,795 per participant, in the lower half of filed plans by assets.

#6,170
in Healthcare & Social Assistance (17,684 peers)
+5.1%
assets growth YoY

Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$2,743,154 34th percentile higher than 34% 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

Artmond Louie, D.D.S., Inc. Cash Balance 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. Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan reported net income rose from -$32K in the plan year 2022 filing to $133K in the plan year 2023 filing.
  • Artmond Louie, D.D.S., Inc. Cash Balance 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 →

Published 5500 schedule card

Filing strip 942486972 · Artmond Louie, D.D.S., Inc. PY 2023 · Defined Benefit (Pension)

Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan · $3M · 9 · 34th

  • PART $3M
  • TYPE 9
  • NET 34th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Panama City Employers-Ala Local Number 1482 Pensio
  • BOY ind #6170

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 →

Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan in the asset neighbourhood

Msg Entertainment Holdings, LLC Ret Plan for Licnsd Ushers & Tckt Tkrs Lcl Union 176 SEIU AFL-CIOMsg Entertainment Holdings, …$3MBuckeye Pipe Line Services Company Iuoe Pension PlanBuckeye Pipe Line Services C…$3MMunson Lakes Pension Plan$3MArtmond Louie, D.D.S., Inc. Cash Balance Pension PlanArtmond Louie, D.D.S., Inc. …$3MPanama City Employers-Ala Local Number 1482 PensioPanama City Employers-Ala Lo…$3M
End-of-year total assets ($M) among Artmond Louie, D.D.S., Inc. Cash Balance 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)$3M
Net Income$133K
Employer EIN942486972
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Artmond Louie, D.D.S., Inc.)

Sponsor-wide plan assets over time

All Artmond Louie, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.629866643982771% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M 202220232024 $2.61M $2.78M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $3M
2024 1 1 $3M

Nearby Defined Benefit (Pension) Plans in California

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

Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan, Total assets ($B): 0.002743154 · Participants: 9Artmond Louie, D.D.S., Inc. Cash Balance 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
Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Panama City Employers-Ala Local Number 1482 Pensio in MS ($3M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan assets move in 2023? ▼
Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan grew at a solid clip - up 5.1% during 2023, from $3M to $3M. Reported net income was $133K.
How have Artmond Louie, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Artmond Louie, D.D.S., Inc.'s sponsor-wide assets grew 6.6%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Panama City Employers-Ala Local Number 1482 Pensio in MS ($3M, 97 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Artmond Louie, D.D.S., Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 participants, $3M 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 942486972.

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.