Back to filter
Original filing (PDF)20250714130650NAL0001068753001
XUSHENG MU, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
XUSHENG MU, D.D.S., INC. PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 XUSHENG MU, D.D.S., INC..
Plan sponsor
Name
XUSHENG MU, D.D.S., INC.
EIN
33-0989763
Address
4716 CLAIREMONT MESA BLVD. · SAN DIEGO, CA · 92117
Phone
(858) 922-6833
Industry
Offices of Dentists· Health Care & Social Assistancesee all
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
2025-07-14
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
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 Offices of Dentists plans
DR. SAUL D. LEGATOR, DDS
DR. SAUL D. LEGATOR, DDS
$1.6M · 2 participants
ADVANCED DENTAL CARE OF NYC, PC
ADVANCED DENTAL CARE OF NYC PENSION PLAN
$1.6M · 7 participants
CARVER FAMILY DENTISTRY, P.C.
CARVER FAMILY DENTISTRY EMPLOYEE RETIREMENT PLAN
$1.6M · 10 participants
RALPH R. VERIOTI, DDS, INC.
RALPH R. VERIOTI, DDS, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST
$1.6M · 7 participants
TIMOTHY THOAI NGUYEN, D.D.S., INC
TIMOTHY THOAI NGUYEN, DDS 401(K) PROFIT SHARING PLAN
$1.6M · 10 participants
JOHN M. UKICH, DDS, PA
UKICH DENTISTRY 401(K) PLAN
$1.6M · 9 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
