Defined Benefit (Pension) · DOL Form 5500 · 2023

Trung Hoai Nguyen, M.D. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
41st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan · Sponsored by Trung Hoai Nguyen, M.D. · California · Healthcare & Social Assistance

$4M in assets, 4 participants

Trung Hoai Nguyen, M.D.'s Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,810 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan holds $4M for 4 participants - about $1.1M per participant, in the lower half of filed plans by assets.

#7,810
in Healthcare & Social Assistance (17,684 peers)
-3.3%
assets change YoY

The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,212,473 41st percentile higher than 41% 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

Trung Hoai Nguyen, M.D. 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. Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan reported net income fell from $177K in the plan year 2022 filing to -$142K in the plan year 2023 filing.
  • Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770102465 · Trung Hoai Nguyen, M.D. PY 2023 · Defined Benefit (Pension)

Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan · $4M · 4 · 41st

  • TYPE $4M
  • TYPE 4
  • TYPE 41st
  • TYPE Defined Benefit (Pension)
  • TYPE near Vocational Guidance Services Pension Plan
  • TYPE ind #7810

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 →

Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan in the asset neighbourhood

Rwk Tool, Inc. Cash Balance Pension PlanRwk Tool, Inc. Cash Balance …$4MSeabridge Capital, LLC Defined Benefit PlanSeabridge Capital, LLC Defin…$4MTrung Hoai Nguyen, M.D. Defined Benefit Pension PlanTrung Hoai Nguyen, M.D. Defi…$4MVocational Guidance Services Pension PlanVocational Guidance Services…$4MBariatrics of Texas Defined Benefit PlanBariatrics of Texas Defined …$4M
End-of-year total assets ($M) among Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$142K
Employer EIN770102465
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trung Hoai Nguyen, M.D.)

Sponsor-wide plan assets over time

All Trung Hoai Nguyen, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.674317386919762% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M 202220232024 $4.35M $3.98M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 2 $4M

Nearby Defined Benefit (Pension) Plans in California

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

Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan, Total assets ($B): 0.004212473 · Participants: 4Trung Hoai Nguyen, M.D. Defined Benefit 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
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan side-by-side with 3 peers →

Trung Hoai Nguyen, M.D. 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 Vocational Guidance Services Pension Plan in OH ($4M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan assets move in 2023? ▼
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan edged down modestly - down 3.3% during 2023, from $4M to $4M. Reported net income was -$142K.
How have Trung Hoai Nguyen, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trung Hoai Nguyen, M.D.'s sponsor-wide assets declined 8.7%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vocational Guidance Services Pension Plan in OH ($4M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 770102465.

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.