Profit Sharing · DOL Form 5500 · 2024

Pham Enterprise Profit Sharing Plan

Data updated 2026-08-25

$1K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$511
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pham Enterprise Retirement Plan · Sponsored by Pham Enterprise · California · Other Services

$1K in assets, 2 participants

Pham Enterprise's Pham Enterprise Retirement Plan reported $1K in total assets and 2 participants in its 2024 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.

  • #82 in Other Services (7,719 peers)

Pham Enterprise multi-year trail

Pham Enterprise's plans moved -82.1% in assets from 2022 to 2024; this filing shows Pham Enterprise Retirement Plan at $1K / 2 participants.

#82
in Other Services (7,719 peers)
-74.6%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pham Enterprise Retirement Plan among the smaller filed plans by assets

Pham Enterprise Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,022 1st percentile higher than 1% of 123,620 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 2024

Pham Enterprise 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. Pham Enterprise Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pham Enterprise Retirement Plan reported net income fell from -$2K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
  • Pham Enterprise Retirement Plan end-of-year assets fell from $4K in the plan year 2023 filing to $1K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811026009 · Pham Enterprise PY 2024 · Profit Sharing

Pham Enterprise Retirement Plan · $1K · 2 · 1st

  • BOOK $1K
  • VS-ST 2
  • BOY 1st
  • SCH Profit Sharing
  • EBSA near D & S Hunt Ventures Inc. Retirement Plan
  • PART ind #82

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 Other Services retirement plans → · Plans in California →

Pham Enterprise Retirement Plan in the asset neighbourhood

Pham Enterprise Retirement PlanPham Enterprise Retirement P…$1KD & S Hunt Ventures Inc. Retirement PlanD & S Hunt Ventures Inc. Ret…$1KFidelity Transportation of Michigan, Inc. Retirement PlanFidelity Transportation of M…$1KEmily's Artistic Evolution Retirement PlanEmily's Artistic Evolution R…$1KGoshen Farms Inc. Profit Sharing PlanGoshen Farms Inc. Profit Sha…$1K
End-of-year total assets ($M) among Pham Enterprise Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pham Enterprise multi-year asset trail

Sponsor-wide plan assets over time

All Pham Enterprise plans reported in each filing year

Latest sponsor-wide plan assets
$1K 82.13911219853199% vs 2022
2024 filing year
$0M$0.01M$0.01M$0.02M 202220232024 $0.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $6K
2023 1 2 $4K
2024 1 2 $1K

Pham Enterprise filing trail (2024)

Total Assets (Beginning of Year)$4K
Net Assets (End of Year)$1K
Net Income-$3K
Employer EIN811026009
Plan Effective Date2016-05-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pham Enterprise Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Pham Enterprise Retirement Plan, Total assets ($B): 0.000001022 · Participants: 2Pham Enterprise Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Pham Enterprise Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Pham Enterprise Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is D & S Hunt Ventures Inc. Retirement Plan in TX ($1K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pham Enterprise Retirement Plan assets move in 2024?
Pham Enterprise Retirement Plan contracted severely - down 74.6% during 2024, from $4K to $1K. Reported net income was -$3K.
How have Pham Enterprise plan assets changed over time?
Across 3 plan years on file (2022-2024), Pham Enterprise's sponsor-wide assets declined 82.1%, from $6K to $1K.
Where does Pham Enterprise Retirement Plan rank by assets among Form 5500 filers?
Pham Enterprise Retirement Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Pham Enterprise Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is D & S Hunt Ventures Inc. Retirement Plan in TX ($1K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Pham Enterprise Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).