Back to filter
Original filing (PDF)20250721105442NAL0000618579001
AILIAN CHEN MD PC
Form 5500-SF
FILING_RECEIVED
AILIAN CHEN MD PC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AILIAN CHEN MD PC.
Plan sponsor
Name
AILIAN CHEN MD PC
EIN
01-0727074
Address
7 BOND STREET, UNIT 1A · GREAT NECK, NY · 11021
Phone
(718) 258-2655
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-07-21
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
COLORADO MAXILLOFACIAL AND ORAL SURGEONS LLC
COLORADO MAXILLOFACIAL AND ORAL SURGEONS LLC 401K PLAN
$3.5M · 16 participants
CORRHEALTH LLC
CORRHEALTH 401(K)
$3.5M · 184 participants
PAUL E. CUTARELLI, M.D., PLLC
PAUL E. CUTARELLI, M.D., PLLC DEFINED BENEFIT PLAN
$3.5M · 2 participants
NEW YORK ARTIFICIAL KIDNEY CENTER, INC.
NEW YORK ARTIFICIAL KIDNEY CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$3.5M · 81 participants
HEALTH PROFESSIONALS AND ALLIED EMPLOYEES (HPAE)
HPAE 401(K) PLAN
$3.5M · 39 participants
THOMAS P. ERHART, D.O., P.C.
THOMAS P. ERHART, D.O., P.C. PROFIT SHARING PLAN
$3.5M · 12 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
