Profit Sharing · DOL Form 5500 · 2022

Lee & Uyeda LLP Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$507,423
Avg per participant High balance/head
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Official DOL plan name: Lee & Uyeda LLP · Sponsored by Lee & Uyeda LLP · California · Professional & Technical Services

$1M in assets, 2 participants

Lee & Uyeda LLP's Lee & Uyeda LLP reported $1M in total assets and 2 participants 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.

  • #4,604 in Professional & Technical Services (21,562 peers)

Lee & Uyeda LLP multi-year trail

Lee & Uyeda LLP's plans moved +23.4% in assets from 2022 to 2024; this filing shows Lee & Uyeda LLP at $1M / 2 participants.

#4,604
in Professional & Technical Services (21,562 peers)
-13.9%
assets change YoY

The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee & Uyeda LLP among the smaller filed plans by assets

Lee & Uyeda LLP vs every filed plan by assets

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

$1,014,846 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

Lee & Uyeda LLP among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee & Uyeda LLP is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 943144396 · Lee & Uyeda LLP PY 2022 · Profit Sharing

Lee & Uyeda LLP · $1M · 2 · 25th

  • PHOTO $1M
  • PHOTO 2
  • PHOTO 25th
  • PHOTO Profit Sharing
  • PHOTO near Respiratory Center of N. Houston, P.a. P/S Plan
  • PHOTO ind #4604

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 Professional & Technical Services retirement plans → · Plans in California →

Lee & Uyeda LLP in the asset neighbourhood

Respiratory Center of N. Houston, P.a. P/S PlanRespiratory Center of N. Hou…$1MVenkatasiva Peram, Md, PC Profit Sharing PlanVenkatasiva Peram, Md, PC Pr…$1MTamburelli Enterprises Inc. Profit Sharing PlanTamburelli Enterprises Inc. …$1MLee & Uyeda LLP$1MSbv James Inc. Retirement PlanSbv James Inc. Retirement Pl…$1M
End-of-year total assets ($M) among Lee & Uyeda LLP and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lee & Uyeda LLP multi-year asset trail

Sponsor-wide plan assets over time

All Lee & Uyeda LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.41833145127438% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $1.01M $1.25M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Lee & Uyeda LLP filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$164K
Employer EIN943144396
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Lee & Uyeda LLP vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Lee & Uyeda LLP, Total assets ($B): 0.001014846 · Participants: 2Lee & Uyeda LLPIntel 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
Lee & Uyeda LLP vs. nearby Profit Sharing plans in California, assets vs. participants

Lee & Uyeda LLP's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Respiratory Center of N. Houston, P.a. P/S Plan in TX ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Lee & Uyeda LLP assets move in 2022?
Lee & Uyeda LLP pulled back noticeably - down 13.9% during 2022, from $1M to $1M. Reported net income was -$164K.
How have Lee & Uyeda LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Lee & Uyeda LLP's sponsor-wide assets grew 23.4%, from $1M to $1M.
Where does Lee & Uyeda LLP rank by assets among Form 5500 filers?
Lee & Uyeda LLP 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 Profit Sharing plans are similar in size to Lee & Uyeda LLP?
Among Profit Sharing plans in other states, the closest by assets is Respiratory Center of N. Houston, P.a. P/S Plan in TX ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Lee & Uyeda LLP?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).