Profit Sharing · DOL Form 5500 · 2024

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$804,993
Avg per participant High balance/head
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Official DOL plan name: Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan · Sponsored by Cao Tu Nguyen, Dds., Inc. · California · Healthcare & Social Assistance

$2M in assets, 2 participants

Cao Tu Nguyen, Dds., Inc.'s Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,118 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan holds $2M for 2 participants - about $804,993 per participant, in the lower half of filed plans by assets.

#4,118
in Healthcare & Social Assistance (16,916 peers)
-1.2%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan among the smaller filed plans by assets

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,609,985 27th percentile higher than 27% 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

Cao Tu Nguyen, Dds., Inc. Profit Sharing 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. Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan reported net income fell from $25K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
  • Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770050351 · Cao Tu Nguyen, Dds., Inc. PY 2024 · Profit Sharing

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan · $2M · 2 · 27th

  • PHOTO $2M
  • IND 2
  • EOY 27th
  • 5500 Profit Sharing
  • ASSETS near Paul E. Schlosser, Inc. Employee Profit Sharing Plan
  • PCT ind #4118

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 →

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan in the asset neighbourhood

Cao Tu Nguyen, Dds., Inc. Profit Sharing PlanCao Tu Nguyen, Dds., Inc. Pr…$2MPaul E. Schlosser, Inc. Employee Profit Sharing PlanPaul E. Schlosser, Inc. Empl…$2MJack G. Bannister Profit Sharing PlanJack G. Bannister Profit Sha…$2MEddie Nassar M.D.,P.a. Profit-Sharing PlanEddie Nassar M.D.,P.a. Profi…$2MDaniel G. Kay Profit Sharing PlanDaniel G. Kay Profit Sharing…$2M
End-of-year total assets ($M) among Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$19K
Employer EIN770050351
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cao Tu Nguyen, Dds., Inc.)

Sponsor-wide plan assets over time

All Cao Tu Nguyen, Dds., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.37144013161873213% vs 2022
2024 filing year
$1.59M$1.6M$1.61M$1.62M$1.63M$1.64M 202220232024 $1.6M $1.61M ▲ +0.6%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in California

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

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan, Total assets ($B): 0.001609985 · Participants: 2Cao Tu Nguyen, Dds., Inc. Profit Sharing 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
Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan side-by-side with 3 peers →

Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Paul E. Schlosser, Inc. Employee Profit Sharing Plan in MD ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan assets move in 2024? ▼
Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan edged down modestly - down 1.2% during 2024, from $2M to $2M. Reported net income was -$19K.
How have Cao Tu Nguyen, Dds., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cao Tu Nguyen, Dds., Inc.'s sponsor-wide assets grew 0.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Paul E. Schlosser, Inc. Employee Profit Sharing Plan in MD ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Cao Tu Nguyen, Dds., Inc. Profit Sharing 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).

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 770050351.

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.