Money Purchase · DOL Form 5500 · 2024
Cao Van Pham, M.D., Inc. Money Purchase Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $3.0M
- Avg per participant High balance/head
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.
- #10,991 in Healthcare & Social Assistance (16,916 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.
- #10,991
- in Healthcare & Social Assistance (16,916 peers)
- +9.0%
- assets growth YoY
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,991,969 Top 40% higher than 60% 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
Cao Van Pham, M.D., Inc. Money Purchase 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. Cao Van Pham, M.D., Inc. Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.
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.
Form 5500 schedule snapshot
Filing strip 953627243 · Cao Van Pham, M.D., Inc. PY 2024 · Money Purchase
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan · $12M · 4 · 60th
- 5500 $12M
- ASSETS 4
- PCT 60th
- EIN Money Purchase
- RANK near Church Homes, Inc., Congregational Defined Contribution Retirement Plan
- PHOTO ind #10991
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 →
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan in the asset neighbourhood
Cao Van Pham, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cao Van Pham, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 24.691301927375655% vs 2022
- 2024 filing year
| 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.
- 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
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Cao Van Pham, M.D., Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Church Homes, Inc., Congregational Defined Contribution Retirement Plan in CT ($12M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Linas a Sidrys Md (IL) 4 · 0 off
- Sealift Shipyards Inc Money Purchase Plan (FL) 4 · 0 off
- A.W. Carlson Inc Money Purchase Plan (CT) 4 · 0 off
- Steimla& Associates,Inc. Money Purchase Pension Plan (IL) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.