Defined Benefit (Pension) · DOL Form 5500 · 2024
Trung Hoai Nguyen, M.D. Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan · Sponsored by Trung Hoai Nguyen, M.D. · California · Healthcare & Social Assistance
$4M in assets, 2 participants
Trung Hoai Nguyen, M.D.'s Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,733 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan holds $4M for 2 participants - about $2.0M per participant, in the lower half of filed plans by assets.
- #6,733
- in Healthcare & Social Assistance (16,916 peers)
- -5.6%
- assets change YoY
The plan reported a net loss of $236K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,976,491 38th percentile higher than 38% 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
Trung Hoai Nguyen, M.D. Defined Benefit 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. Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan reported net income fell from -$142K in the plan year 2023 filing to -$236K in the plan year 2024 filing.
- Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 770102465 · Trung Hoai Nguyen, M.D. PY 2024 · Defined Benefit (Pension)
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan · $4M · 2 · 38th
- IND $4M
- IND 2
- IND 38th
- IND Defined Benefit (Pension)
- IND near French Paper LLC Union Pension Plan
- IND ind #6733
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 →
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$236K |
| Employer EIN | 770102465 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trung Hoai Nguyen, M.D.)
Sponsor-wide plan assets over time
All Trung Hoai Nguyen, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.674317386919762% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 2 | $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
Trung Hoai Nguyen, M.D. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is French Paper LLC Union Pension Plan in MI ($4M); 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 ($4M 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.