Profit Sharing · DOL Form 5500 · 2022

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Kong-Tay Wu, M.D., Inc. Profit Sharing Plan · Sponsored by Kong-Tay Wu, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 1 participants

Kong-Tay Wu, M.D., Inc.'s Kong-Tay Wu, M.D., Inc. Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,991 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan contracted severely 31.6% in 2022 ($2M → $2M) for 1 participant.

#5,991
in Healthcare & Social Assistance (20,060 peers)
-31.6%
assets change YoY

The plan reported a net loss of $731K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan among the smaller filed plans by assets

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,580,086 30th percentile higher than 30% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kong-Tay Wu, M.D., Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 953764126 · Kong-Tay Wu, M.D., Inc. PY 2022 · Profit Sharing

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan · $2M · 1 · 30th

  • TYPE $2M
  • NET 1
  • BOOK 30th
  • VS-ST Profit Sharing
  • BOY near Northeast Iowa Podiatry PC Standardized Profit Sharing Plan
  • SCH ind #5991

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan in the asset neighbourhood

Kong-Tay Wu, M.D., Inc. Profit Sharing PlanKong-Tay Wu, M.D., Inc. Prof…$2MNortheast Iowa Podiatry PC Standardized Profit Sharing PlanNortheast Iowa Podiatry PC S…$2MJeffrey R. Dalaba Ind 401(k) PlanJeffrey R. Dalaba Ind 401(k)…$2MLimbaugh Orthodontics, PC Profit Sharing PlanLimbaugh Orthodontics, PC Pr…$2MLifting Up Westchester 403(b) PlanLifting Up Westchester 403(b…$2M
End-of-year total assets ($M) among Kong-Tay Wu, M.D., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$731K
Employer EIN953764126
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kong-Tay Wu, M.D., Inc. Profit Sharing Plan, Total assets ($B): 0.001580086 · Participants: 1Kong-Tay Wu, M.D., Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Kong-Tay Wu, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Kong-Tay Wu, M.D., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Northeast Iowa Podiatry PC Standardized Profit Sharing Plan in IA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kong-Tay Wu, M.D., Inc. Profit Sharing Plan assets move in 2022?
Kong-Tay Wu, M.D., Inc. Profit Sharing Plan contracted severely - down 31.6% during 2022, from $2M to $2M. Reported net income was -$731K.
Which Profit Sharing plans are similar in size to Kong-Tay Wu, M.D., Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Northeast Iowa Podiatry PC Standardized Profit Sharing Plan in IA ($2M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Kong-Tay Wu, M.D., Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).