Defined Benefit (Pension) · DOL Form 5500 · 2023

Gregory Huan Phan, M.D. Pension Plan

Data updated 2026-08-25

$726K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$242,025
Avg per participant Above avg balance/head
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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.

  • #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.

#2,903
in Healthcare & Social Assistance (17,684 peers)
+45.2%
assets growth YoY

Gregory Huan Phan, M.D. Cash Balance Plan among the smaller filed plans by 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 $2,050,000,000 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

Gregory Huan Phan, M.D. Cash Balance 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. Gregory Huan Phan, M.D. Cash Balance Plan is a micro filing (3 participants), the leftmost band.

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 →

EBSA filing schedule strip

Filing strip 770576321 · Gregory Huan Phan, M.D. PY 2023 · Defined Benefit (Pension)

Gregory Huan Phan, M.D. Cash Balance Plan · $726K · 3 · 21st

  • NET $726K
  • NET 3
  • NET 21st
  • NET Defined Benefit (Pension)
  • NET near Waheguru-Jatt, LLC Pension Plan
  • NET ind #2903

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 →

Gregory Huan Phan, M.D. Cash Balance Plan in the asset neighbourhood

Gregory Huan Phan, M.D. Cash Balance PlanGregory Huan Phan, M.D. Cash…$726KWaheguru-Jatt, LLC Pension PlanWaheguru-Jatt, LLC Pension P…$727KCw Funding LLC Pension Plan and TrustCw Funding LLC Pension Plan …$732KLegacy Financial Advisors, Inc. Cash Balance PlanLegacy Financial Advisors, I…$722KAkash Makkar, PLLC Cash Balance PlanAkash Makkar, PLLC Cash Bala…$721K
End-of-year total assets ($M) among Gregory Huan Phan, M.D. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Gregory Huan Phan, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$726K 45.20358371330293% vs 2022
2023 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 20222023 $0.5M $0.73M ▲ +46.0%
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 ($B) Participants Gregory Huan Phan, M.D. Cash Balance Plan, Total assets ($B): 0.000726076 · Participants: 3Gregory Huan Phan, M.D. Cash Balance 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
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 Plan side-by-side with 3 peers →

Gregory Huan Phan, M.D. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Waheguru-Jatt, LLC Pension Plan in GA ($727K); 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 ($726K 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.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gregory Huan Phan, M.D. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 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.