Back to filter
Original filing (PDF)20250722174720NAL0002710241001
RICHARD K.N. RYU, M.D.
Form 5500-SF
FILING_RECEIVED
RICHARD K.N. RYU, M.D. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.4M
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 RICHARD K.N. RYU, M.D..
Plan sponsor
Name
RICHARD K.N. RYU, M.D.
EIN
77-0137172
Address
2936 DE LA VINA STREET · FIRST FLOOR · SANTA BARBARA, CA · 931053310
Phone
(805) 963-2729
Industry
Offices of Physicians· 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
2025-07-22
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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 Physicians plans
CAROLINA BONE & JOINT SURGERY
CAROLINA BONE & JOINT SURGERY 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 27 participants
KIDS FIRST PEDIATRIC GROUP OF GA, P.C.
KIDS FIRST PEDIATRICS OF GA, P.C. 401(K)PLAN
$1.5M · 5 participants
ADVANCED OPTHALMOLOGY CENTER
ADVANCED OPTHALMOLOGY CENTER 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 17 participants
JOHN L. MEYERS, OD, PA
JOHN L. MEYERS, OD, PA CASH BALANCE PLAN
$1.5M · 10 participants
EVOLUTIONS MEDICAL SPA, INC.
EVOLUTIONS 401(K) PLAN
$1.5M · 35 participants
CRAIG I. SCHWARTZ, D.O., P.C.
CRAIG I. SCHWARTZ, D.O., P.C. 401(K) PLAN
$1.5M · 2 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
