How big is Jerry Hsieh, M.D., Inc.'s plan?

Jerry Hsieh, M.D., Inc.'s plan reported $767K in assets and 3 participants for 2025.

Original filing (PDF)20260414220039NAL0019140977096

Jerry Hsieh, M.D., Inc.

Name: Jerry Hsieh, M.D., Inc. — Jerry Hsieh, M.D., Inc., Form 5500 (2025)
Creator: Jerry Hsieh, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerry Hsieh, M.D., Inc. 401(k) Plan

401(k) retirement plan · Jerry Hsieh, M.D., Inc.'s Jerry Hsieh, M.D., Inc. 401(k) Plan held $767K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

People on this filing

Elantha Barry signed Jerry Hsieh, M.D., Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jerry Hsieh, M.D., Inc.'s EIN is 84-2247279.

EIN 84-2247279

Plan number 001

Plan year 2025

ACK ID 20260414220039NAL0019140977096

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jerry Hsieh, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jerry Hsieh, M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JERRY HSIEH, M.D., INC.

EIN

all filings

Address

18255 BROOKHURST ST STE 100 · FOUNTAIN VALLEY, CA · 92708

Phone

(949) 424-6135

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator