Money Purchase · DOL Form 5500 · 2023

Cao Van Pham, M.D., Inc. Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
4
Participants Small participant base
61st
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Cao Van Pham, M.D., Inc. Money Purchase Pension Plan · Sponsored by Cao Van Pham, M.D., Inc. · California · Healthcare & Social Assistance

$11M in assets, 4 participants

Cao Van Pham, M.D., Inc.'s Cao Van Pham, M.D., Inc. Money Purchase Pension Plan reported $11M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,701 in Healthcare & Social Assistance (17,684 peers)

Cao Van Pham, M.D., Inc. multi-year trail

Cao Van Pham, M.D., Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Cao Van Pham, M.D., Inc. Money Purchase Pension Plan at $11M / 4 participants.

#11,701
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$11,006,661 Top 39% higher than 61% 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

Cao Van Pham, M.D., Inc. Money Purchase 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. Cao Van Pham, M.D., Inc. Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cao Van Pham, M.D., Inc. Money Purchase Pension Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cao Van Pham, M.D., Inc. Money Purchase Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953627243 · Cao Van Pham, M.D., Inc. PY 2023 · Money Purchase

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan · $11M · 4 · 61st

  • BOOK $11M
  • VS-ST 4
  • BOY 61st
  • SCH Money Purchase
  • EBSA near National Production Workers Union Severance Trust Fund
  • PART ind #11701

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 →

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan in the asset neighbourhood

Allied Workers Local 48 Annuity PlanAllied Workers Local 48 Annu…$11MCao Van Pham, M.D., Inc. Money Purchase Pension PlanCao Van Pham, M.D., Inc. Mon…$11MNational Production Workers Union Severance Trust FundNational Production Workers …$11MEcmro PC Employees Pension PlanEcmro PC Employees Pension P…$11MStart Employee's Retirement PlanStart Employee's Retirement …$11M
End-of-year total assets ($M) among Cao Van Pham, M.D., Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cao Van Pham, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cao Van Pham, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.691301927375655% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.62M $12M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 4 $10M
2023 1 4 $11M
2024 1 4 $12M

Cao Van Pham, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN953627243
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cao Van Pham, M.D., Inc. Money Purchase Pension Plan, Total assets ($B): 0.011006661 · Participants: 4Cao Van Pham, M.D., Inc. Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Cao Van Pham, M.D., Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Cao Van Pham, M.D., Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is National Production Workers Union Severance Trust Fund in IL ($11M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

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 Cao Van Pham, M.D., Inc. Money Purchase Pension Plan assets move in 2023? ▼
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan grew at a solid clip - up 14.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have Cao Van Pham, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cao Van Pham, M.D., Inc.'s sponsor-wide assets grew 24.7%, from $10M to $12M.
Which Money Purchase plans are similar in size to Cao Van Pham, M.D., Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is National Production Workers Union Severance Trust Fund in IL ($11M, 320 participants).
Which Money Purchase plans cover a similar participant headcount to Cao Van Pham, M.D., Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 953627243.

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.