Defined Benefit (Pension) · DOL Form 5500 · 2023
Yu Yao, M.D., a Professional Corporation Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $266,835
- Avg per participant High balance/head
Official DOL plan name: Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan · Sponsored by Yu Yao, M.D., a Professional Corporation · California · Healthcare & Social Assistance
$2M in assets, 9 participants
Yu Yao, M.D., a Professional Corporation's Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,707 in Healthcare & Social Assistance (17,684 peers)
Yu Yao, M.D., a Professional Corporation multi-year trail
Yu Yao, M.D., a Professional Corporation's plans moved +35.4% in assets from 2022 to 2024; this filing shows Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan at $2M / 9 participants.
- #5,707
- in Healthcare & Social Assistance (17,684 peers)
- +19.5%
- assets growth YoY
Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,401,517 33rd percentile higher than 33% 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
Yu Yao, M.D., a Professional Corporation Defined Benefit 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. Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan reported net income rose from $219K in the plan year 2022 filing to $392K in the plan year 2023 filing.
- Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 954718244 · Yu Yao, M.D., a Professional Corporation PY 2023 · Defined Benefit (Pension)
Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan · $2M · 9 · 33rd
- ASSETS $2M
- ASSETS 9
- ASSETS 33rd
- ASSETS Defined Benefit (Pension)
- ASSETS near Camp Greystone, LLC Cash Balance Plan
- ASSETS ind #5707
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 →
Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan in the asset neighbourhood
Yu Yao, M.D., a Professional Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Yu Yao, M.D., a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.391904719026925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20 | $6M |
| 2023 | 2 | 17 | $7M |
| 2024 | 2 | 19 | $9M |
Yu Yao, M.D., a Professional Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $392K |
| Employer EIN | 954718244 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
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
Yu Yao, M.D., a Professional Corporation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Camp Greystone, LLC Cash Balance Plan in NC ($2M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.