Defined Benefit (Pension) · DOL Form 5500 · 2024
Rennie Cheung, Dmd, Md & Victor Ho, Dmd, Gp Dba Southern Ca Oral & Max Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $523,242
- Avg per participant High balance/head
Official DOL plan name: Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan · Sponsored by Rennie Cheung, Dmd, Md & Victor Ho, Dmd, Gp Dba Southern Ca Oral & Max · California · Healthcare & Social Assistance
$6M in assets, 12 participants
Rennie Cheung, Dmd, Md & Victor Ho, Dmd, Gp Dba Southern Ca Oral & Max's Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan reported $6M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,497 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan declined sharply 15.9% in 2024 ($7M → $6M) for 12 participants.
- #8,497
- in Healthcare & Social Assistance (16,916 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,278,907 46th percentile higher than 46% 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
Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954872097 · Rennie Cheung, Dmd, Md & Victor Ho, Dmd, Gp Dba Southern Ca Oral & Max PY 2024 · Defined Benefit (Pension)
Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan · $6M · 12 · 46th
- PCT $6M
- EIN 12
- RANK 46th
- PHOTO Defined Benefit (Pension)
- IND near Sbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion)
- EOY ind #8497
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 →
Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan in the asset neighbourhood
Rennie Cheung, Dmd, Md & Victor Ho, Dmd, Gp Dba Southern Ca Oral & Max years around the 2024 move
Sponsor-wide plan assets over time
All Rennie Cheung, Dmd, Md & Victor Ho, Dmd, Gp Dba Southern Ca Oral & Max plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 4.458353206888996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $6M |
| 2023 | 1 | 13 | $7M |
| 2024 | 1 | 12 | $6M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 954872097 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Southern Ca. Oral & Maxillofacial Surgical Arts 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 Sbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion) in MA ($6M); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.