401(k) · DOL Form 5500 · 2022

John B Lee Md Inc 401(k) Plan

Data updated 2026-08-25

$960K
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$960,134
Avg per participant High balance/head
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Official DOL plan name: John B Lee Md Inc Solo 401(k) · Sponsored by John B Lee Md Inc · California · Healthcare & Social Assistance

$960K in assets, 1 participants

John B Lee Md Inc's John B Lee Md Inc Solo 401(k) reported $960K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,327 in Healthcare & Social Assistance (20,060 peers)

John B Lee Md Inc multi-year trail

John B Lee Md Inc's plans moved +26.2% in assets from 2022 to 2023; this filing shows John B Lee Md Inc Solo 401(k) at $960K / 1 participant.

#4,327
in Healthcare & Social Assistance (20,060 peers)
-7.5%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John B Lee Md Inc Solo 401(k) among the smaller filed plans by assets

John B Lee Md Inc Solo 401(k) vs every filed plan by assets

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

$960,134 25th percentile higher than 25% 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

John B Lee Md Inc Solo 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John B Lee Md Inc Solo 401(k) is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 262956235 · John B Lee Md Inc PY 2022 · 401(k)

John B Lee Md Inc Solo 401(k) · $960K · 1 · 25th

  • IND $960K
  • EOY 1
  • 5500 25th
  • ASSETS 401(k)
  • PCT near Four Corners International Ventures 401(k) Profit Sharing Plan
  • EIN ind #4327

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 →

John B Lee Md Inc Solo 401(k) in the asset neighbourhood

John B Lee Md Inc Solo 401(k)$960KFour Corners International Ventures 401(k) Profit Sharing PlanFour Corners International V…$960KShoreline 401(k) Trust$960KFuturex Industries, Inc.$960KThe Bellows Shoppe, Inc. 401(k) Plan and TrustThe Bellows Shoppe, Inc. 401…$960K
End-of-year total assets ($M) among John B Lee Md Inc Solo 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

John B Lee Md Inc multi-year asset trail

Sponsor-wide plan assets over time

All John B Lee Md Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.248731947832283% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M$1.3M 20222023 $0.96M $1.21M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 1 $960K
2023 1 1 $1M

John B Lee Md Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$960K
Net Income-$78K
Employer EIN262956235
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

John B Lee Md Inc Solo 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John B Lee Md Inc Solo 401(k), Total assets ($B): 0.000960134 · Participants: 1John B Lee Md Inc Solo 401(k)Wells 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
John B Lee Md Inc Solo 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare John B Lee Md Inc Solo 401(k) side-by-side with 3 peers →

John B Lee Md Inc Solo 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Four Corners International Ventures 401(k) Profit Sharing Plan in MA ($960K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($960K here).

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 John B Lee Md Inc Solo 401(k) assets move in 2022? ▼
John B Lee Md Inc Solo 401(k) pulled back noticeably - down 7.5% during 2022, from $1M to $960K. Reported net income was -$78K.
How have John B Lee Md Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), John B Lee Md Inc's sponsor-wide assets grew 26.2%, from $960K to $1M.
Where does John B Lee Md Inc Solo 401(k) rank by assets among Form 5500 filers? ▼
John B Lee Md Inc Solo 401(k) ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to John B Lee Md Inc Solo 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Four Corners International Ventures 401(k) Profit Sharing Plan in MA ($960K, 18 participants).
Which 401(k) plans cover a similar participant headcount to John B Lee Md Inc Solo 401(k)? ▼
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 262956235.

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.