Defined Benefit (Pension) · DOL Form 5500 · 2024

Thomas D. Lei, M.D. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Thomas D. Lei, M.D., Fccp Pension Plan · Sponsored by Thomas D. Lei, M.D. · California · Healthcare & Social Assistance

$3M in assets, 2 participants

Thomas D. Lei, M.D.'s Thomas D. Lei, M.D., Fccp Pension Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,936 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Thomas D. Lei, M.D., Fccp Pension Plan pulled back noticeably 12.1% in 2024 ($4M → $3M) for 2 participants.

#5,936
in Healthcare & Social Assistance (16,916 peers)
-12.1%
assets change YoY

The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas D. Lei, M.D., Fccp Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Thomas D. Lei, M.D., Fccp Pension Plan vs every filed plan by assets

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

$3,136,398 35th percentile higher than 35% 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

Thomas D. Lei, M.D., Fccp 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. Thomas D. Lei, M.D., Fccp Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thomas D. Lei, M.D., Fccp Pension Plan reported net income fell from $235K in the plan year 2023 filing to -$431K in the plan year 2024 filing.
  • Thomas D. Lei, M.D., Fccp Pension Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 753083361 · Thomas D. Lei, M.D. PY 2024 · Defined Benefit (Pension)

Thomas D. Lei, M.D., Fccp Pension Plan · $3M · 2 · 35th

  • PHOTO $3M
  • PHOTO 2
  • PHOTO 35th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Lampert Debt Advisors Defined Benefit Plan
  • PHOTO ind #5936

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 →

Thomas D. Lei, M.D., Fccp Pension Plan in the asset neighbourhood

Sekhar Gollapalli, Md Defined Benefit Pension PlanSekhar Gollapalli, Md Define…$3MLaborers Local 91 Pension PlanLaborers Local 91 Pension Pl…$3MWinning Connections, Inc. Pension PlanWinning Connections, Inc. Pe…$3MThomas D. Lei, M.D., Fccp Pension PlanThomas D. Lei, M.D., Fccp Pe…$3MLampert Debt Advisors Defined Benefit PlanLampert Debt Advisors Define…$3M
End-of-year total assets ($M) among Thomas D. Lei, M.D., Fccp Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Thomas D. Lei, M.D. years around the 2024 move

Sponsor-wide plan assets over time

All Thomas D. Lei, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.880859568415272% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.33M $3.14M ▼ -5.7%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$431K
Employer EIN753083361
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.

Thomas D. Lei, M.D., Fccp Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Thomas D. Lei, M.D., Fccp Pension Plan, Total assets ($B): 0.003136398 · Participants: 2Thomas D. Lei, M.D., Fccp 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
Thomas D. Lei, M.D., Fccp Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Thomas D. Lei, M.D., Fccp Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lampert Debt Advisors Defined Benefit Plan in NY ($3M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (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 Thomas D. Lei, M.D., Fccp Pension Plan assets move in 2024? ▼
Thomas D. Lei, M.D., Fccp Pension Plan pulled back noticeably - down 12.1% during 2024, from $4M to $3M. Reported net income was -$431K.
How have Thomas D. Lei, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas D. Lei, M.D.'s sponsor-wide assets declined 5.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Thomas D. Lei, M.D., Fccp Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lampert Debt Advisors Defined Benefit Plan in NY ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Thomas D. Lei, M.D., Fccp Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A in assets).