Defined Benefit (Pension) · DOL Form 5500 · 2024

Son Thanh Le, Md Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
4
Participants Small participant base
53rd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Son T Le Md Defined Benefit Plan and Trust · Sponsored by Son Thanh Le, Md Inc. · California · Healthcare & Social Assistance

$9M in assets, 4 participants

Son Thanh Le, Md Inc.'s Son T Le Md Defined Benefit Plan and Trust reported $9M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,933 in Healthcare & Social Assistance (16,916 peers)

Son Thanh Le, Md Inc. multi-year trail

Son Thanh Le, Md Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Son T Le Md Defined Benefit Plan and Trust at $9M / 4 participants.

#9,933
in Healthcare & Social Assistance (16,916 peers)
+43.9%
assets growth YoY

Son T Le Md Defined Benefit Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Son T Le Md Defined Benefit Plan and Trust vs every filed plan by assets

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

$8,995,610 Top 47% higher than 53% 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

Son T Le Md Defined Benefit Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Son T Le Md Defined Benefit Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Son T Le Md Defined Benefit Plan and Trust reported net income rose from $126K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Son T Le Md Defined Benefit Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201662616 · Son Thanh Le, Md Inc. PY 2024 · Defined Benefit (Pension)

Son T Le Md Defined Benefit Plan and Trust · $9M · 4 · 53rd

  • EBSA $9M
  • PART 4
  • TYPE 53rd
  • NET Defined Benefit (Pension)
  • BOOK near Hackettstown Imaging Services, LLC Cash Balance Plan
  • VS-ST ind #9933

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 →

Son T Le Md Defined Benefit Plan and Trust in the asset neighbourhood

Ikg Hourly Employees Pension PlanIkg Hourly Employees Pension…$9MSon T Le Md Defined Benefit Plan and TrustSon T Le Md Defined Benefit …$9MHackettstown Imaging Services, LLC Cash Balance PlanHackettstown Imaging Service…$9MSwanson Industries, Inc. Pension PlanSwanson Industries, Inc. Pen…$9MLake Sunapee Bank, Fsb Employees' Retirement PlanLake Sunapee Bank, Fsb Emplo…$9M
End-of-year total assets ($M) among Son T Le Md Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Son Thanh Le, Md Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Son Thanh Le, Md Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.88484812859023% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.12M $9M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $6M
2024 1 4 $9M

Son Thanh Le, Md Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN201662616
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Son T Le Md Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Son T Le Md Defined Benefit Plan and Trust, Total assets ($B): 0.00899561 · Participants: 4Son T Le Md Defined Benefit Plan and TrustKaiser 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
Son T Le Md Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Son T Le Md Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hackettstown Imaging Services, LLC Cash Balance Plan in NJ ($9M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 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 Son T Le Md Defined Benefit Plan and Trust assets move in 2024?
Son T Le Md Defined Benefit Plan and Trust surged - up 43.9% during 2024, from $6M to $9M. Reported net income was $3M.
How have Son Thanh Le, Md Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Son Thanh Le, Md Inc.'s sponsor-wide assets grew 46.9%, from $6M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Son T Le Md Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hackettstown Imaging Services, LLC Cash Balance Plan in NJ ($9M, 351 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Son T Le Md Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A in assets).