Money Purchase · DOL Form 5500 · 2024
Cao Van Pham, M.D., Inc. Money Purchase Plan
Data updated 2026-08-06
- $12M
- Total assets
- 4
- Participants
- 60th
- Percentile by assets
- $3.0M
- Avg per participant
Official DOL plan name: Cao Van Pham, M.D., Inc. Money Purchase Pension Plan · Sponsored by Cao Van Pham, M.D., Inc. · California · Healthcare & Social Assistance
$12M in assets, 4 participants
Cao Van Pham, M.D., Inc.'s Cao Van Pham, M.D., Inc. Money Purchase Pension Plan reported $12M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 116,472 plans)
- #10,135 in Healthcare & Social Assistance (15,613 peers)
Cao Van Pham, M.D., Inc. multi-year trail
Cao Van Pham, M.D., Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Cao Van Pham, M.D., Inc. Money Purchase Pension Plan at $12M / 4 participants.
- $12M
- total plan assets (2024 EOY)
- 4
- covered participants
- 60th
- percentile by assets (of 116,472 plans)
- $3.0M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cao Van Pham, M.D., Inc. Money Purchase Pension Plan reported net income fell from $1M in the plan year 2023 filing to $985K in the plan year 2024 filing.
- Cao Van Pham, M.D., Inc. Money Purchase Pension Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Cao Van Pham, M.D., Inc. across 3 plan years on file
Across the 3 plan years Cao Van Pham, M.D., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $12M, a gain of 24.7%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($10M).
Cao Van Pham, M.D., Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $10M |
| 2023 | 1 | 4 | $11M |
| 2024 | 1 | 4 | $12M |
Cao Van Pham, M.D., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $985K |
| Employer EIN | 953627243 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Scripps Health Retirement Savings Plan $1.3B · 16,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Cao Van Pham, M.D., Inc. Money Purchase Pension Plan by total assets, not by location.
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan (CT) $12M · 204
- Cordillera and Affiliated Companies Money Purchase Pension Plan (CO) $12M · 144
- Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan (CT) $12M · 120
- Stacey Braun Associates, Inc. Profit Sharing Plan (NY) $12M · 16
Frequently Asked Questions
How did Cao Van Pham, M.D., Inc. Money Purchase Pension Plan assets move in 2024? ▼
How have Cao Van Pham, M.D., Inc. plan assets changed over time? ▼
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Multi-year trail
Ways to act on Cao Van Pham, M.D., Inc. Money Purchase Pension Plan's numbers.
- By total assets, Cao Van Pham, M.D., Inc. Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Cao Van Pham, M.D., Inc.'s sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans