401(k) · DOL Form 5500 · 2024

Zhao-Yang Pan, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
5
Participants Small participant base
65th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan · Sponsored by Zhao-Yang Pan, M.D., Inc. · California · Healthcare & Social Assistance

$15M in assets, 5 participants

Zhao-Yang Pan, M.D., Inc.'s Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,791 in Healthcare & Social Assistance (16,916 peers)

Zhao-Yang Pan, M.D., Inc. multi-year trail

Zhao-Yang Pan, M.D., Inc.'s plans moved +65.9% in assets from 2022 to 2024; this filing shows Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan at $15M / 5 participants.

#11,791
in Healthcare & Social Assistance (16,916 peers)
+23.4%
assets growth YoY

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,220,410 Top 35% higher than 65% 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

Zhao-Yang Pan, M.D., Inc. 401(k) 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. Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954815916 · Zhao-Yang Pan, M.D., Inc. PY 2024 · 401(k)

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan · $15M · 5 · 65th

  • IND $15M
  • EOY 5
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Socket Holdings Corporation 401(k) Retirement Savings Plan
  • EIN ind #11791

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 →

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing PlanZhao-Yang Pan, M.D., Inc. 40…$15MSocket Holdings Corporation 401(k) Retirement Savings PlanSocket Holdings Corporation …$15MValley Tire Retirement Plan$15MGuardian News and Media, LLC 401(k) PlanGuardian News and Media, LLC…$15MCoastal Horizons Center, Inc. Profit Sharing PlanCoastal Horizons Center, Inc…$15M
End-of-year total assets ($M) among Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Zhao-Yang Pan, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zhao-Yang Pan, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 65.86462781448726% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.18M $15.2M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 4 $9M
2023 1 5 $12M
2024 1 5 $15M

Zhao-Yang Pan, M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN954815916
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01522041 · Participants: 5Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Socket Holdings Corporation 401(k) Retirement Savings Plan in MO ($15M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan grew sharply - up 23.4% during 2024, from $12M to $15M. Reported net income was $3M.
How have Zhao-Yang Pan, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zhao-Yang Pan, M.D., Inc.'s sponsor-wide assets grew 65.9%, from $9M to $15M.
Which 401(k) plans are similar in size to Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Socket Holdings Corporation 401(k) Retirement Savings Plan in MO ($15M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Zhao-Yang Pan, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 954815916.

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.