Defined Benefit (Pension) · DOL Form 5500 · 2023

Gregory Huan Phan, M.D. Pension Plan

Data updated 2026-08-11

$726K
Total assets
3
Participants
21st
Percentile by assets
$242,025
Avg per participant
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Official DOL plan name: Gregory Huan Phan, M.D. Cash Balance Plan · Sponsored by Gregory Huan Phan, M.D. · California · Healthcare & Social Assistance

$726K in assets, 3 participants

Gregory Huan Phan, M.D.'s Gregory Huan Phan, M.D. Cash Balance Plan reported $726K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #2,903 in Healthcare & Social Assistance (17,684 peers)

Gregory Huan Phan, M.D. multi-year trail

Gregory Huan Phan, M.D.'s plans moved +45.2% in assets from 2022 to 2023; this filing shows Gregory Huan Phan, M.D. Cash Balance Plan at $726K / 3 participants.

$726K
total plan assets (2023 EOY)
3
covered participants
21st
percentile by assets (of 127,072 plans)
$242,025
avg assets per participant

Where Gregory Huan Phan, M.D. Cash Balance Plan sits by total assets

Gregory Huan Phan, M.D. Cash Balance Plan vs every filed plan by assets

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

$726,076 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory Huan Phan, M.D. Cash Balance Plan end-of-year assets rose from $500K in the plan year 2022 filing to $726K in the plan year 2023 filing.
  • Gregory Huan Phan, M.D. Cash Balance Plan reported net income rose from $200K in the plan year 2022 filing to $226K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Gregory Huan Phan, M.D. across 2 plan years on file

Across the 2 plan years Gregory Huan Phan, M.D. has on file (2022-2023), sponsor-wide plan assets have moved from $500K to $726K, a gain of 45.2%, while reported participants moved from 3 to 3 (+0.0%).

Gregory Huan Phan, M.D. multi-year asset trail

$0.4M$0.5M$0.6M$0.7M$0.8M 20222023 $0.5M $0.73M ▲ +46.0%
Total plan assets by year, all Gregory Huan Phan, M.D. plans on file
Year Plans Participants Total Assets
2022 1 3 $500K
2023 1 3 $726K

Gregory Huan Phan, M.D. filing trail (2023)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$726K
Net Income$226K
Employer EIN770576321
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Gregory Huan Phan, M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Gregory Huan Phan, M…, Total assets ($B): 0.000726076 · Participants: 3Gregory Huan Phan, M…Kaiser Permanente Re…, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Elec…Pacific Gas and Elec…, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pens…
Gregory Huan Phan, M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Gregory Huan Phan, M.D. Cash Balance Pla… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Gregory Huan Phan, M.D. Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Gregory Huan Phan, M.D. Cash Balance Plan assets move in 2023? ▼
Gregory Huan Phan, M.D. Cash Balance Plan surged - up 45.2% during 2023, from $500K to $726K. Reported net income was $226K.
How have Gregory Huan Phan, M.D. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Gregory Huan Phan, M.D.'s sponsor-wide assets grew 45.2%, from $500K to $726K.
Where does Gregory Huan Phan, M.D. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Gregory Huan Phan, M.D. Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Gregory Huan Phan, M.D. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Waheguru-Jatt, LLC Pension Plan in GA ($727K, 7 participants).

Next read for Gregory Huan Phan, M.D. Cash Balance Pla…

Multi-year trail

Ways to act on Gregory Huan Phan, M.D. Cash Balance Plan's numbers.

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 770576321.

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.