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
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
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.
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
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
| 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 EIN | 753083361 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Tres Rios Retirement Plan Trust (PR) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.