Defined Benefit (Pension) · DOL Form 5500 · 2024
Patel & Duong, LLC Pension Plan
Data updated 2026-07-24
- $4M
- Total assets
- 5
- Participants
- 37th
- Percentile by assets
- $764,154
- Avg per participant
Official DOL plan name: Patel & Duong, LLC Defined Benefit Pension Plan · Sponsored by Patel & Duong, LLC · Georgia · Real Estate
$4M in assets, 5 participants
Patel & Duong, LLC's Patel & Duong, LLC Defined Benefit Pension Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- 37th percentile by assets (of 116,472 plans)
Patel & Duong, LLC multi-year trail
Patel & Duong, LLC's plans moved +132.4% in assets from 2022 to 2024; this filing shows Patel & Duong, LLC Defined Benefit Pension Plan at $4M / 5 participants.
- $4M
- total plan assets (2024 EOY)
- 5
- covered participants
- 37th
- percentile by assets (of 116,472 plans)
- $764,154
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patel & Duong, LLC Defined Benefit Pension Plan reported net income rose from $306K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Patel & Duong, LLC Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Patel & Duong, LLC across 3 plan years on file
Across the 3 plan years Patel & Duong, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $4M, a gain of 132.4%, while reported participants moved from 3 to 5 (+66.7%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($2M).
Patel & Duong, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $4M |
Patel & Duong, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 261730348 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Patel & Duong, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Patel & Duong, LLC Defined Benefit Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Patel & Duong, LLC Defined Benefit Pension Plan assets move in 2024? ▼
How have Patel & Duong, LLC plan assets changed over time? ▼
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Multi-year trail
Ways to act on Patel & Duong, LLC Defined Benefit Pension Plan's numbers.
- By total assets, Patel & Duong, LLC Defined Benefit Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
- Patel & Duong, LLC's sponsor-wide assets have grown 132.4% since 2022 across 3 plan years on file. More Real Estate plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261730348.
Read our methodology - how this data is sourced, computed, and verified.