Defined Benefit (Pension) · DOL Form 5500 · 2024

Anna Lu Dmd, Apc Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
31st
Percentile by assets National rank
$264,767
Avg per participant High balance/head
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Official DOL plan name: Anna Lu Dmd Apc Cash Balance Plan · Sponsored by Anna Lu Dmd, Apc · California · Healthcare & Social Assistance

$2M in assets, 9 participants

Anna Lu Dmd, Apc's Anna Lu Dmd Apc Cash Balance Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,114 in Healthcare & Social Assistance (16,916 peers)

Anna Lu Dmd, Apc multi-year trail

Anna Lu Dmd, Apc's plans moved +26.1% in assets from 2022 to 2024; this filing shows Anna Lu Dmd Apc Cash Balance Plan at $2M / 9 participants.

#5,114
in Healthcare & Social Assistance (16,916 peers)
+33.7%
assets growth YoY

Anna Lu Dmd Apc Cash Balance Plan among the smaller filed plans by assets

Anna Lu Dmd Apc Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,382,902 31st percentile higher than 31% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Anna Lu Dmd Apc Cash Balance 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. Anna Lu Dmd Apc Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anna Lu Dmd Apc Cash Balance Plan reported net income rose from -$20K in the plan year 2023 filing to $600K in the plan year 2024 filing.
  • Anna Lu Dmd Apc Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Anna Lu Dmd Apc Cash Balance Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205487799 · Anna Lu Dmd, Apc PY 2024 · Defined Benefit (Pension)

Anna Lu Dmd Apc Cash Balance Plan · $2M · 9 · 31st

  • SCH $2M
  • EBSA 9
  • PART 31st
  • TYPE Defined Benefit (Pension)
  • NET near Specification Rubber Products Inc. Salaried Integrated Defined Benefit Plan
  • BOOK ind #5114

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 →

Anna Lu Dmd Apc Cash Balance Plan in the asset neighbourhood

Lnp Engineering Plastics Inc. Pension Plan for Union EmployeesLnp Engineering Plastics Inc…$2MHarry Hyman & Son, Inc. Employees' Pension PlanHarry Hyman & Son, Inc. Empl…$2MPrecision Orthodontics Cash Balance PlanPrecision Orthodontics Cash …$2MAnna Lu Dmd Apc Cash Balance PlanAnna Lu Dmd Apc Cash Balance…$2MSpecification Rubber Products Inc. Salaried Integrated Defined Benefit PlanSpecification Rubber Product…$2M
End-of-year total assets ($M) among Anna Lu Dmd Apc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Anna Lu Dmd, Apc multi-year asset trail

Sponsor-wide plan assets over time

All Anna Lu Dmd, Apc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.123235895130613% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.16M $2.73M ▲ +26.4%
Year Plans Participants Total Assets
2022 2 19 $2M
2023 2 16 $2M
2024 2 18 $3M

Anna Lu Dmd, Apc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$600K
Employer EIN205487799
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Anna Lu Dmd Apc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Anna Lu Dmd Apc Cash Balance Plan, Total assets ($B): 0.002382902 · Participants: 9Anna Lu Dmd Apc Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Anna Lu Dmd Apc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Anna Lu Dmd Apc Cash Balance Plan side-by-side with 3 peers →

Anna Lu Dmd Apc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Specification Rubber Products Inc. Salaried Integrated Defined Benefit Plan in AL ($2M); by covered participants it is Hillenbrand, Inc. Pension Plan in IN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Anna Lu Dmd Apc Cash Balance Plan assets move in 2024? ▼
Anna Lu Dmd Apc Cash Balance Plan surged - up 33.7% during 2024, from $2M to $2M. Reported net income was $600K.
How have Anna Lu Dmd, Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anna Lu Dmd, Apc's sponsor-wide assets grew 26.1%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Anna Lu Dmd Apc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Specification Rubber Products Inc. Salaried Integrated Defined Benefit Plan in AL ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anna Lu Dmd Apc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hillenbrand, Inc. Pension Plan in IN (9 participants, $30M in assets).

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 205487799.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.