Profit Sharing · DOL Form 5500 · 2022

Benjamin Chu, M.D., Inc. Profit Sharing Plan

Data updated 2026-08-25

$959K
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$239,789
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benjamin Chu M.D. Inc. Profit Sharing Plan · Sponsored by Benjamin Chu, M.D., Inc. · Hawaii · Healthcare & Social Assistance

$959K in assets, 4 participants

Benjamin Chu, M.D., Inc.'s Benjamin Chu M.D. Inc. Profit Sharing Plan reported $959K in total assets and 4 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.

  • #4,325 in Healthcare & Social Assistance (20,060 peers)

Benjamin Chu, M.D., Inc. multi-year trail

Benjamin Chu, M.D., Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Benjamin Chu M.D. Inc. Profit Sharing Plan at $959K / 4 participants.

#4,325
in Healthcare & Social Assistance (20,060 peers)
-1.9%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benjamin Chu M.D. Inc. Profit Sharing Plan among the smaller filed plans by assets

Benjamin Chu M.D. Inc. Profit Sharing Plan vs every filed plan by assets

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

$959,154 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

Benjamin Chu 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. Benjamin Chu M.D. Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 990323893 · Benjamin Chu, M.D., Inc. PY 2022 · Profit Sharing

Benjamin Chu M.D. Inc. Profit Sharing Plan · $959K · 4 · 25th

  • VS-ST $959K
  • VS-ST 4
  • VS-ST 25th
  • VS-ST Profit Sharing
  • VS-ST near Alligator Records and Artist Management, Inc. Employees' Profit Sharing Plan and Trust
  • VS-ST ind #4325

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 Hawaii →

Benjamin Chu M.D. Inc. Profit Sharing Plan in the asset neighbourhood

Benjamin Chu M.D. Inc. Profit Sharing PlanBenjamin Chu M.D. Inc. Profi…$959KAlligator Records and Artist Management, Inc. Employees' Profit Sharing Plan and TrustAlligator Records and Artist…$959KCarlos J. Fraga Millan Retirement PlanCarlos J. Fraga Millan Retir…$959KYildirim Investments, LLC Profit Sharing PlanYildirim Investments, LLC Pr…$959KNewjourney Enterprises, Inc. Retirement PlanNewjourney Enterprises, Inc.…$958K
End-of-year total assets ($M) among Benjamin Chu M.D. Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Benjamin Chu, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin Chu, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.366352014379338% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.96M $1.23M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 4 $959K
2023 1 5 $1M
2024 1 5 $1M

Benjamin Chu, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$977K
Net Assets (End of Year)$959K
Net Income-$18K
Employer EIN990323893
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Hawaii

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

Benjamin Chu M.D. Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Benjamin Chu M.D. Inc. Profit Sharing Plan, Total assets ($M): 0.959154 · Participants: 4Benjamin Chu M.D. Inc. Profit Sharing PlanHawaii Electricians Annuity Plan, Total assets ($M): 401.99921 · Participants: 2531Hawaii Electricians Annuity PlanHawaiiusa Fcu Retirement Plan, Total assets ($M): 47.623878 · Participants: 396Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 29.351643 · Participants: 297Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc 401(k) Profit Sharing Plan, Total assets ($M): 9.854745 · Participants: 90Unlimited Construction Services Inc 401(k) Profit Sharing PlanDavis Levin Livingston, Attorneys at Law Profit Sharing Plan, Total assets ($M): 9.81421 · Participants: 12Davis Levin Livingston, Attorneys at Law Profit Sharing Plan
Benjamin Chu M.D. Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants

Benjamin Chu M.D. Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Alligator Records and Artist Management, Inc. Employees' Profit Sharing Plan and Trust in IL ($959K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); 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 Benjamin Chu M.D. Inc. Profit Sharing Plan assets move in 2022?
Benjamin Chu M.D. Inc. Profit Sharing Plan edged down modestly - down 1.9% during 2022, from $977K to $959K. Reported net income was -$18K.
How have Benjamin Chu, M.D., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Benjamin Chu, M.D., Inc.'s sponsor-wide assets grew 28.4%, from $959K to $1M.
Where does Benjamin Chu M.D. Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Benjamin Chu M.D. Inc. Profit Sharing Plan 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 Benjamin Chu M.D. Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Alligator Records and Artist Management, Inc. Employees' Profit Sharing Plan and Trust in IL ($959K, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Benjamin Chu M.D. Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).