Money Purchase · DOL Form 5500 · 2023
Hai Tan Pham, D.D.S., Inc. Money Purchase Plan
Data updated 2026-08-25
- $3K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $630
- Avg per participant Low balance/head
Official DOL plan name: Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan · Sponsored by Hai Tan Pham, D.D.S., Inc. · California · Healthcare & Social Assistance
$3K in assets, 4 participants
Hai Tan Pham, D.D.S., Inc.'s Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan reported $3K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #94 in Healthcare & Social Assistance (17,684 peers)
Hai Tan Pham, D.D.S., Inc. multi-year trail
Hai Tan Pham, D.D.S., Inc.'s plans moved -96.8% in assets from 2022 to 2024; this filing shows Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan at $3K / 4 participants.
- #94
- in Healthcare & Social Assistance (17,684 peers)
- -96.6%
- assets change YoY
The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan among the smaller filed plans by assets
Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,520 1st percentile higher than 1% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hai Tan Pham, D.D.S., 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. Hai Tan Pham, D.D.S., 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
- Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan reported net income fell from -$10K in the plan year 2022 filing to -$73K in the plan year 2023 filing.
- Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan end-of-year assets fell from $75K in the plan year 2022 filing to $3K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 943306714 · Hai Tan Pham, D.D.S., Inc. PY 2023 · Money Purchase
Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan · $3K · 4 · 1st
- BOY $3K
- SCH 4
- EBSA 1st
- PART Money Purchase
- TYPE near Joel F. Baum Dds Money Purchase Plan
- NET ind #94
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 →
Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan in the asset neighbourhood
Hai Tan Pham, D.D.S., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Hai Tan Pham, D.D.S., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2K 96.77647090165571% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $75K |
| 2023 | 1 | 4 | $3K |
| 2024 | 1 | 1 | $2K |
Hai Tan Pham, D.D.S., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $75K |
|---|---|
| Net Assets (End of Year) | $3K |
| Net Income | -$73K |
| Employer EIN | 943306714 |
| Plan Effective Date | 1994-01-04 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Hai Tan Pham, D.D.S., 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 Joel F. Baum Dds Money Purchase Plan in FL ($3K); 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 ($3K here).
- Joel F. Baum Dds Money Purchase Plan (FL) $3K · N/A
- Blake Money Purchase Pension Plan (MA) $4K · 2
- Thinfilms Inc. Pension Plan (NJ) $4K · N/A
- Burrell Behavioral Health 403a Retirement Plan (MO) $752 · 2,038
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.