Defined Benefit (Pension) · DOL Form 5500 · 2024
Angela Leung, D.D.S., PC Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust · Sponsored by Angela Leung, D.D.S., PC · California · Healthcare & Social Assistance
$4M in assets, 4 participants
Angela Leung, D.D.S., PC's Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,990 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust holds $4M for 4 participants - about $1.1M per participant, in the lower half of filed plans by assets.
- #6,990
- in Healthcare & Social Assistance (16,916 peers)
- +7.0%
- assets growth YoY
Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,257,630 39th percentile higher than 39% 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
Angela Leung, D.D.S., PC Defined Benefit Pension 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. Angela Leung, D.D.S., PC Defined Benefit Pension 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
- Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust reported net income rose from -$89K in the plan year 2023 filing to $278K in the plan year 2024 filing.
- Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943372893 · Angela Leung, D.D.S., PC PY 2024 · Defined Benefit (Pension)
Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust · $4M · 4 · 39th
- RANK $4M
- RANK 4
- RANK 39th
- RANK Defined Benefit (Pension)
- RANK near Brown Baer Management, Inc. Cash Balance Plan
- RANK ind #6990
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 →
Angela Leung, D.D.S., PC Defined Benefit Pension Plan and Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $278K |
| Employer EIN | 943372893 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Angela Leung, D.D.S., PC)
Sponsor-wide plan assets over time
All Angela Leung, D.D.S., PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.645143974540853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 4 | $4M |
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
Angela Leung, D.D.S., PC Defined Benefit Pension 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 Brown Baer Management, Inc. Cash Balance Plan in FL ($4M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.