Defined Benefit (Pension) · DOL Form 5500 · 2024

Kesheng Wu, M.D., Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Kesheng Wu, M.D., Inc. · California · Healthcare & Social Assistance

$5M in assets, 3 participants

Kesheng Wu, M.D., Inc.'s Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,811 in Healthcare & Social Assistance (16,916 peers)

Kesheng Wu, M.D., Inc. multi-year trail

Kesheng Wu, M.D., Inc.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan at $5M / 3 participants.

#7,811
in Healthcare & Social Assistance (16,916 peers)
+5.1%
assets growth YoY

Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,255,258 43rd percentile higher than 43% 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

Kesheng Wu, M.D., Inc. Defined Benefit Pension 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. Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan reported net income fell from $512K in the plan year 2023 filing to $255K in the plan year 2024 filing.
  • Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954867719 · Kesheng Wu, M.D., Inc. PY 2024 · Defined Benefit (Pension)

Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan · $5M · 3 · 43rd

  • IND $5M
  • IND 3
  • IND 43rd
  • IND Defined Benefit (Pension)
  • IND near Kurz America Employees Pension Plan
  • IND ind #7811

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 →

Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Staff Retirement Plan of Local 475Staff Retirement Plan of Loc…$5MKesheng Wu, M.D., Inc. Defined Benefit Pension PlanKesheng Wu, M.D., Inc. Defin…$5MKurz America Employees Pension PlanKurz America Employees Pensi…$5MChillicothe Telephone Company Union Employees' Pension Plan and Trust AgreementChillicothe Telephone Compan…$5MOak Grove Family Dentistry Cash Balance PlanOak Grove Family Dentistry C…$5M
End-of-year total assets ($M) among Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Kesheng Wu, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kesheng Wu, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.076332025989448% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.49M $5.26M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $5M
2024 1 3 $5M

Kesheng Wu, M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$255K
Employer EIN954867719
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005255258 · Participants: 3Kesheng Wu, M.D., Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Kesheng Wu, M.D., Inc. 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 Kurz America Employees Pension Plan in NC ($5M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan grew at a solid clip - up 5.1% during 2024, from $5M to $5M. Reported net income was $255K.
How have Kesheng Wu, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kesheng Wu, M.D., Inc.'s sponsor-wide assets grew 17.1%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kurz America Employees Pension Plan in NC ($5M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kesheng Wu, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954867719.

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.