Defined Benefit (Pension) · DOL Form 5500 · 2023
Donna Do Le Do Le and Company, Certified Public Accountant Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $789,411
- Avg per participant High balance/head
Official DOL plan name: Do Le and Company, Certified Public Accountant Defined Benefit Plan · Sponsored by Donna Do Le Do Le and Company, Certified Public Accountant · California · Professional & Technical Services
$2M in assets, 3 participants
Donna Do Le Do Le and Company, Certified Public Accountant's Do Le and Company, Certified Public Accountant Defined Benefit Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,845 in Professional & Technical Services (20,321 peers)
Donna Do Le Do Le and Company, Certified Public Accountant multi-year trail
Donna Do Le Do Le and Company, Certified Public Accountant's plans moved +15.9% in assets from 2022 to 2024; this filing shows Do Le and Company, Certified Public Accountant Defined Benefit Plan at $2M / 3 participants.
- #5,845
- in Professional & Technical Services (20,321 peers)
- +6.0%
- assets growth YoY
Do Le and Company, Certified Public Accountant Defined Benefit Plan among the smaller filed plans by assets
Do Le and Company, Certified Public Accountant Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,368,233 32nd percentile higher than 32% 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
Do Le and Company, Certified Public Accountant Defined Benefit 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. Do Le and Company, Certified Public Accountant Defined Benefit Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Do Le and Company, Certified Public Accountant Defined Benefit Plan reported net income fell from $206K in the plan year 2022 filing to $133K in the plan year 2023 filing.
- Do Le and Company, Certified Public Accountant Defined Benefit 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 510538813 · Donna Do Le Do Le and Company, Certified Public Accountant PY 2023 · Defined Benefit (Pension)
Do Le and Company, Certified Public Accountant Defined Benefit Plan · $2M · 3 · 32nd
- 5500 $2M
- 5500 3
- 5500 32nd
- 5500 Defined Benefit (Pension)
- 5500 near Hevel Corp Pension Plan
- 5500 ind #5845
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 Professional & Technical Services retirement plans → · Plans in California →
Do Le and Company, Certified Public Accountant Defined Benefit Plan in the asset neighbourhood
Donna Do Le Do Le and Company, Certified Public Accountant multi-year asset trail
Sponsor-wide plan assets over time
All Donna Do Le Do Le and Company, Certified Public Accountant plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 15.925107085703036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10 | $2M |
| 2023 | 2 | 9 | $3M |
| 2024 | 2 | 11 | $3M |
Donna Do Le Do Le and Company, Certified Public Accountant filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $133K |
| Employer EIN | 510538813 |
| Plan Effective Date | 2010-01-01 |
| 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
Do Le and Company, Certified Public Accountant Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Hevel Corp Pension Plan in NJ ($2M); 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 ($2M 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.