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  2. H. JOSEPH KHAN MD, INC.
Sponsor portfolio

H. JOSEPH KHAN MD, INC.

EIN 33-0718051-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
48
111 W. 17TH ST. - SANTA ANA, CA 92706714-972-2111
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 25 part#001401k-$161K - 23 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • MD, INC. PENSION (#002)89%
  • INC. RETIREMENT PLAN (#001)11%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, INC. PENSION (#002)25
  • INC. RETIREMENT PLAN (#001)23
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

H. JOSEPH KHAN MD, INC. PENSION PLAN

CashBalance

Assets$1.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

H. JOSEPH KHAN MD, INC. RETIREMENT PLAN

401k

Assets$161K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002H. JOSEPH KHAN MD, INC. PENSION PLANCashBalance$1.3M252025
001H. JOSEPH KHAN MD, INC. RETIREMENT PLAN401k$161K232024
Retirement plans
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