Back to filter
Original filing (PDF)20250728161009NAL0002329121001
JOY WANG, D.M.D., M.D., INC.
Form 5500-SF
FILING_RECEIVED
JOY WANG, D.M.D., M.D., INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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 JOY WANG, D.M.D., M.D., INC..
Plan sponsor
Name
JOY WANG, D.M.D., M.D., INC.
EIN
04-3816291
Address
660 S BERNARDO · SUITE 4 · SUNNYVALE, CA · 94087
Phone
(408) 641-0680
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 Offices of Dentists plans
ROBERT P. MILLER, D.D.S., M.S., P.A.
MILLER ORTHODONTICS 401(K) PLAN
$4.0M · 9 participants
POLLY C. CHAN, D.D.S., INC.
POLLY C. CHAN, D.D.S. PENSION PLAN
$4.0M · 36 participants
SERGIO L. BALINGIT, JR., M.D., P.A.
SERGIO L. BALINGIT, JR., M.D., P.A. RETIREMENT PLAN AND TRUST
$4.0M · 18 participants
ROSS I. HEISMAN, D.D.S., P.C.
ROSS I. HEISMAN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN & TRUST
$4.0M · 5 participants
DENTAL SERVICE ADVISORS, LLC
DENTAL SERVICE ADVISORS, LLC 401(K) PLAN
$4.0M · 127 participants
PING HAI D.D.S. & ASSOCIATES, P.C.
PING HAI D.D.S. & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$4.0M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
