· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESLEY CHIANG, DMD, MS, INC — WESLEY CHIANG, DMD, MS, INC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014230513NAL0005034000001
WESLEY CHIANG, DMD, MS, INC
Form 5500-SF
FILING_RECEIVED
WESLEY CHIANG, DMD, MS, INC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESLEY CHIANG, DMD, MS, INC
.
Find decision makers
Plan sponsor
Name
WESLEY CHIANG, DMD, MS, INC
EIN
81-1711863
Address
14828 NELSON WAY · SAN JOSE, CA · 95124
Phone
(408) 368-6683
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
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 providers
Related plans
Similar-size Offices of Dentists plans
WOMMACK DENTISTRY
WOMMACK DENTISTRY 401 (K) PLAN
$1.1M · 8 participants
FAMILY ORTHODONTICS OF DUBLIN
FAMILY ORTHODONTICS OF DUBLIN 401(K) PLAN
$1.1M · 5 participants
COMPREHENSIVE DENTAL ASSOCIATES, LLC
COMPREHENSIVE DENTAL ASSOCIATES, LLC PROFIT SHARING PENSION PLAN
$1.1M · 6 participants
FAMILY DENTISTRY
FAMILY DENTISTRY PROFIT SHARING PLAN
$1.1M · 8 participants
AMIN, D.D.S., A DENTAL CORPORATION
AMIN, D.D.S., A DENTAL CORPORATION 401 (K) PROFIT SHARING PLAN
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.
$1.1M · 7 participants
SPECIAL SMILES, LTD.
SPECIAL SMILES, LTD. PROFIT SHARING PLAN
$1.1M · 7 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