Defined Benefit (Pension) · DOL Form 5500 · 2023

David Sun, D.D.S., Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$390,326
Avg per participant High balance/head
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Official DOL plan name: David Sun, D.D.S., Inc. Pension Plan · Sponsored by David Sun, D.D.S., Inc. · California · Healthcare & Social Assistance

$1M in assets, 3 participants

David Sun, D.D.S., Inc.'s David Sun, D.D.S., Inc. Pension Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,743 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

David Sun, D.D.S., Inc. Pension Plan holds $1M for 3 participants - about $390,326 per participant, in the lower half of filed plans by assets.

#3,743
in Healthcare & Social Assistance (17,684 peers)
-3.2%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Sun, D.D.S., Inc. Pension Plan among the smaller filed plans by assets

David Sun, D.D.S., Inc. Pension Plan vs every filed plan by assets

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

$1,170,977 25th percentile higher than 25% 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

David Sun, D.D.S., Inc. 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. David Sun, D.D.S., Inc. Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Sun, D.D.S., Inc. Pension Plan reported net income rose from -$503K in the plan year 2022 filing to -$39K in the plan year 2023 filing.
  • David Sun, D.D.S., Inc. Pension Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • David Sun, D.D.S., Inc. Pension Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271587438 · David Sun, D.D.S., Inc. PY 2023 · Defined Benefit (Pension)

David Sun, D.D.S., Inc. Pension Plan · $1M · 3 · 25th

  • EOY $1M
  • 5500 3
  • ASSETS 25th
  • PCT Defined Benefit (Pension)
  • EIN near Employee Benefits Plan of Childhaven
  • RANK ind #3743

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 →

David Sun, D.D.S., Inc. Pension Plan in the asset neighbourhood

Refresco Union Employees' Retirement PlanRefresco Union Employees' Re…$1MDavid Sun, D.D.S., Inc. Pension PlanDavid Sun, D.D.S., Inc. Pens…$1MEmployee Benefits Plan of ChildhavenEmployee Benefits Plan of Ch…$1MJoan Michelman Ltd. Retirement TrustJoan Michelman Ltd. Retireme…$1MTres Rios Retirement Plan TrustTres Rios Retirement Plan Tr…$1M
End-of-year total assets ($M) among David Sun, D.D.S., Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$39K
Employer EIN271587438
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Sun, D.D.S., Inc.)

Sponsor-wide plan assets over time

All David Sun, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.634841909485431% vs 2022
2024 filing year
$1.16M$1.18M$1.2M$1.22M 202220232024 $1.21M $1.18M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $1M
2024 1 3 $1M

Nearby Defined Benefit (Pension) Plans in California

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

David Sun, D.D.S., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants David Sun, D.D.S., Inc. Pension Plan, Total assets ($B): 0.001170977 · Participants: 3David Sun, D.D.S., Inc. 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
David Sun, D.D.S., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare David Sun, D.D.S., Inc. Pension Plan side-by-side with 3 peers →

David Sun, D.D.S., Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Employee Benefits Plan of Childhaven in WA ($1M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

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 David Sun, D.D.S., Inc. Pension Plan assets move in 2023? ▼
David Sun, D.D.S., Inc. Pension Plan edged down modestly - down 3.2% during 2023, from $1M to $1M. Reported net income was -$39K.
How have David Sun, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Sun, D.D.S., Inc.'s sponsor-wide assets declined 2.6%, from $1M to $1M.
Where does David Sun, D.D.S., Inc. Pension Plan rank by assets among Form 5500 filers? ▼
David Sun, D.D.S., Inc. Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to David Sun, D.D.S., Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Benefits Plan of Childhaven in WA ($1M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to David Sun, D.D.S., Inc. Pension 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 271587438.

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.