401(k) · DOL Form 5500 · 2022

Michael Wu M D Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Michael Wu M D Inc · California · Healthcare & Social Assistance

$1M in assets, 1 participants

Michael Wu M D Inc's Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,209 in Healthcare & Social Assistance (20,060 peers)

Michael Wu M D Inc multi-year trail

Michael Wu M D Inc's plans moved +53.7% in assets from 2022 to 2024; this filing shows Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust at $1M / 1 participant.

#5,209
in Healthcare & Social Assistance (20,060 peers)
-19.3%
assets change YoY

The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,288,048 28th percentile higher than 28% 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

Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 205662407 · Michael Wu M D Inc PY 2022 · 401(k)

Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust · $1M · 1 · 28th

  • BOY $1M
  • BOY 1
  • BOY 28th
  • BOY 401(k)
  • BOY near N & E Learning, LLC 401(k) Plan
  • BOY ind #5209

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 →

Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Michael Wu M D Inc 401(k) Profit Sharing Plan & TrustMichael Wu M D Inc 401(k) Pr…$1MN & E Learning, LLC 401(k) PlanN & E Learning, LLC 401(k) P…$1MBrittain and Crawford, L.L.C. 401(k) Salary Reduction PlanBrittain and Crawford, L.L.C…$1MRiyad Bank Houston Agency 401(k) Profit Sharing Plan & TrustRiyad Bank Houston Agency 40…$1MFranklin Elevator Inc Retirement PlanFranklin Elevator Inc Retire…$1M
End-of-year total assets ($M) among Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michael Wu M D Inc multi-year asset trail

Sponsor-wide plan assets over time

All Michael Wu M D Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.70646124989131% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.29M $1.98M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Michael Wu M D Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$308K
Employer EIN205662407
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001288048 · Participants: 1Michael Wu M D Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is N & E Learning, LLC 401(k) Plan in OH ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (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 Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 19.3% during 2022, from $2M to $1M. Reported net income was -$308K.
How have Michael Wu M D Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Wu M D Inc's sponsor-wide assets grew 53.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is N & E Learning, LLC 401(k) Plan in OH ($1M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205662407.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.