Defined Benefit (Pension) · DOL Form 5500 · 2023

Roger T. Cheng Pension Plan

Data updated 2026-08-25

$634K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$317,183
Avg per participant High balance/head
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Official DOL plan name: Roger T. Cheng Defined Benefit Pension Plan · Sponsored by Roger T. Cheng · California · Healthcare & Social Assistance

$634K in assets, 2 participants

Roger T. Cheng's Roger T. Cheng Defined Benefit Pension Plan reported $634K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,685 in Healthcare & Social Assistance (17,684 peers)

Roger T. Cheng multi-year trail

Roger T. Cheng's plans moved +28.3% in assets from 2022 to 2024; this filing shows Roger T. Cheng Defined Benefit Pension Plan at $634K / 2 participants.

#2,685
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY

Roger T. Cheng Defined Benefit Pension Plan among the smaller filed plans by assets

Roger T. Cheng Defined Benefit Pension Plan vs every filed plan by assets

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

$634,366 20th percentile higher than 20% 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

Roger T. Cheng 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. Roger T. Cheng Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roger T. Cheng Defined Benefit Pension Plan reported net income rose from $24K in the plan year 2022 filing to $96K in the plan year 2023 filing.
  • Roger T. Cheng Defined Benefit Pension Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Roger T. Cheng Defined Benefit Pension Plan end-of-year assets rose from $538K in the plan year 2022 filing to $634K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330125078 · Roger T. Cheng PY 2023 · Defined Benefit (Pension)

Roger T. Cheng Defined Benefit Pension Plan · $634K · 2 · 20th

  • 5500 $634K
  • ASSETS 2
  • PCT 20th
  • EIN Defined Benefit (Pension)
  • RANK near City Club Retirement Plan
  • PHOTO ind #2685

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 →

Roger T. Cheng Defined Benefit Pension Plan in the asset neighbourhood

City Club Retirement Plan$637KSun Granites, LLC Pension PlanSun Granites, LLC Pension Pl…$642KRoger T. Cheng Defined Benefit Pension PlanRoger T. Cheng Defined Benef…$634KThe Altman Brothers LLC Defined Benefit Pension PlanThe Altman Brothers LLC Defi…$630KBokser Dental Cash Balance PlanBokser Dental Cash Balance P…$628K
End-of-year total assets ($M) among Roger T. Cheng Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Roger T. Cheng multi-year asset trail

Sponsor-wide plan assets over time

All Roger T. Cheng plans reported in each filing year

Latest sponsor-wide plan assets
$691K 28.284443750975193% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.54M $0.69M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 1 $538K
2023 1 2 $634K
2024 1 2 $691K

Roger T. Cheng filing trail (2023)

Total Assets (Beginning of Year)$538K
Net Assets (End of Year)$634K
Net Income$96K
Employer EIN330125078
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Roger T. Cheng 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 ($B) Participants Roger T. Cheng Defined Benefit Pension Plan, Total assets ($B): 0.000634366 · Participants: 2Roger T. Cheng 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
Roger T. Cheng Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Roger T. Cheng Defined Benefit Pension Plan side-by-side with 3 peers →

Roger T. Cheng 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 City Club Retirement Plan in TX ($637K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($634K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Roger T. Cheng Defined Benefit Pension Plan assets move in 2023? ▼
Roger T. Cheng Defined Benefit Pension Plan grew sharply - up 17.8% during 2023, from $538K to $634K. Reported net income was $96K.
How have Roger T. Cheng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roger T. Cheng's sponsor-wide assets grew 28.3%, from $538K to $691K.
Where does Roger T. Cheng Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Roger T. Cheng Defined Benefit Pension Plan ranks in the 20th 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 Roger T. Cheng Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is City Club Retirement Plan in TX ($637K, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roger T. Cheng Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 330125078.

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.