Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | XU Z CHEN PSYCHIATRIST, PLLC 401(K)/PROFIT SHARING PLAN | 401k | $5.4M | 41 | 2025 | |
| 002 | XU Z CHEN PSYCHIATRIST, PLLC CASH BALANCE PLAN | CashBalance | $4.8M | 34 | 2025 |