Profit Sharing · DOL Form 5500 · 2024
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $4.5M
- Avg per participant High balance/head
Official DOL plan name: Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan · Sponsored by Charlene R. Chan, D.D.S, Inc · California · Healthcare & Social Assistance
$14M in assets, 3 participants
Charlene R. Chan, D.D.S, Inc's Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan reported $14M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,413 in Healthcare & Social Assistance (16,916 peers)
Charlene R. Chan, D.D.S, Inc multi-year trail
Charlene R. Chan, D.D.S, Inc's plans moved +31.6% in assets from 2022 to 2024; this filing shows Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan at $14M / 3 participants.
- #11,413
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,552,507 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 952652380 · Charlene R. Chan, D.D.S, Inc PY 2024 · Profit Sharing
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan · $14M · 3 · 62nd
- RANK $14M
- PHOTO 3
- IND 62nd
- EOY Profit Sharing
- 5500 near Spartanburg Methodist College 403(b) Plan
- ASSETS ind #11413
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 →
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan in the asset neighbourhood
Charlene R. Chan, D.D.S, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Charlene R. Chan, D.D.S, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 31.63895636902987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $10M |
| 2023 | 1 | 4 | $12M |
| 2024 | 1 | 3 | $14M |
Charlene R. Chan, D.D.S, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 952652380 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Spartanburg Methodist College 403(b) Plan in SC ($14M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.