Defined Benefit (Pension) · DOL Form 5500 · 2023
Angela Leung, D.D.S., PC Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $795,954
- Avg per participant High balance/head
Official DOL plan name: Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust · Sponsored by Angela Leung, D.D.S., PC · California · Healthcare & Social Assistance
$4M in assets, 5 participants
Angela Leung, D.D.S., PC's Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,557 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust holds $4M for 5 participants - about $795,954 per participant, in the lower half of filed plans by assets.
- #7,557
- in Healthcare & Social Assistance (17,684 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Angela Leung, D. D. S. , 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
$3,979,771 40th percentile higher than 40% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Angela Leung, D. D. S. , 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. Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust reported net income rose from -$118K in the plan year 2022 filing to -$89K in the plan year 2023 filing.
- Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 943372893 · Angela Leung, D.D.S., PC PY 2023 · Defined Benefit (Pension)
Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust · $4M · 5 · 40th
- RANK $4M
- PHOTO 5
- IND 40th
- EOY Defined Benefit (Pension)
- 5500 near S. B. Foot Tanning Company Employees' Pension Plan
- ASSETS ind #7557
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 →
Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$89K |
| Employer EIN | 943372893 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Angela Leung, D.D.S., PC)
Sponsor-wide plan assets over time
All Angela Leung, D.D.S., PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.645143974540853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 4 | $4M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Angela Leung, D. D. S. , P. C. Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is S. B. Foot Tanning Company Employees' Pension Plan in MN ($4M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.