Defined Benefit (Pension) · DOL Form 5500 · 2024

Thomas D. Lei, M.D. Pension Plan

Data updated 2026-08-11

$3M
Total assets
2
Participants
35th
Percentile by assets
$1.6M
Avg per participant
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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.

  • 35th percentile by assets (of 123,622 plans)
  • #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.

$3M
total plan assets (2024 EOY)
2
covered participants
35th
percentile by assets (of 123,622 plans)
$1.6M
avg assets per participant

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.

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 →

2024 asset move for Thomas D. Lei, M.D., Fccp Pension Plan

Year over year, total assets pulled back noticeably from $4M at the start of 2024 to $3M at year-end (down 12.1%). Net assets closed at $3M; reported net income -$431K.

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

$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.33M $3.14M ▼ -5.7%
Total plan assets by year, all Thomas D. Lei, M.D. plans on file
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

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.,…Kaiser Permanente Re…Pacific Gas and Elec…Retirement Plan for …Western States Carpe…Ilwu-Pma Pension Plan
Thomas D. Lei, M.D., Fccp Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Thomas D. Lei, M.D., Fccp Pension Plan by total assets, not by location.

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).

2024 change

Ways to act on Thomas D. Lei, M.D., Fccp Pension Plan's numbers.