How big is JEFF PAN, MD, PC's plan?

JEFF PAN, MD, PC's plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20250922121144NAL0006059424001

JEFF PAN, MD, PC

Name: JEFF PAN, MD, PC — PAN Pension Trust, Form 5500 (2024)
Creator: JEFF PAN, MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PAN Pension Trust

Defined-benefit pension plan · JEFF PAN, MD, PC's PAN Pension Trust held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

JEFF PAN, MD, PC's EIN is 20-4767928.

EIN 20-4767928

Plan number 002

Plan year 2024

ACK ID 20250922121144NAL0006059424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF PAN, MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF PAN, MD, PC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF PAN, MD, PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JEFF PAN, MD, PC

EIN

all filings

Address

1101 AMBOY AVE · EDISON, NJ · 088372856

Phone

(732) 205-9110

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

1C · Cash balance or similar hybrid DB

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 providers

Related plans

Similar-size Offices of Physicians plans

Codella Family Practice

Codella Family Practice 401(k) Plan

$2.1M · 6 participants

Oregon Urology Alliance

Michael P. Gardner, MD 401(k) Plan

$2.1M · 4 participants

Cheyenne Oral & Maxillofacial Surgery Associates, LLC

Comsa, LLC 401(k) Profit Sharing Plan

$2.1M · 15 participants

Harvey R. Manes M.D. P.C.

Harvey Manes, MD Profit Sharing Plan

$2.1M · 1 participants

YUAN-FEI Chang, M.D.

YUAN-FEI Chang, M.D. Profit Sharing Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.