401(k) · DOL Form 5500 · 2022

Katherine Bao-Shian Lee, M.D., a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
7
Participants Small participant base
14th
Percentile by assets National rank
$45,237
Avg per participant Low balance/head
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Official DOL plan name: Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan · Sponsored by Katherine Bao-Shian Lee, M.D., a Professional Corporation · California · Healthcare & Social Assistance

$317K in assets, 7 participants

Katherine Bao-Shian Lee, M.D., a Professional Corporation's Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan reported $317K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,056 in Healthcare & Social Assistance (20,060 peers)

Katherine Bao-Shian Lee, M.D., a Professional Corporation multi-year trail

Katherine Bao-Shian Lee, M.D., a Professional Corporation's plans moved +100.2% in assets from 2022 to 2024; this filing shows Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan at $317K / 7 participants.

#2,056
in Healthcare & Social Assistance (20,060 peers)
+37.2%
assets growth YoY

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan among the smaller filed plans by assets

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan vs every filed plan by assets

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

$316,660 14th percentile higher than 14% 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

Katherine Bao-Shian Lee, M.D. Apc 401(k) 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. Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 460872070 · Katherine Bao-Shian Lee, M.D., a Professional Corporation PY 2022 · 401(k)

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan · $317K · 7 · 14th

  • PART $317K
  • PART 7
  • PART 14th
  • PART 401(k)
  • PART near Pinnacle Realty Investment Corp. 401(k) Plan
  • PART ind #2056

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 →

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan in the asset neighbourhood

Katherine Bao-Shian Lee, M.D. Apc 401(k) PlanKatherine Bao-Shian Lee, M.D…$317KPinnacle Realty Investment Corp. 401(k) PlanPinnacle Realty Investment C…$317KMaijac Corp. 401(k) Plan$316KResource Conservation Properti 401(k) Profit Sharing Plan & TrustResource Conservation Proper…$316KMobildrtech, Inc. 401(k) Profit Sharing PlanMobildrtech, Inc. 401(k) Pro…$317K
End-of-year total assets ($M) among Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Katherine Bao-Shian Lee, M.D., a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Katherine Bao-Shian Lee, M.D., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$634K 100.20653066380345% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.32M $0.63M ▲ +96.9%
Year Plans Participants Total Assets
2022 1 7 $317K
2023 1 10 $458K
2024 1 11 $634K

Katherine Bao-Shian Lee, M.D., a Professional Corporation filing trail (2022)

Total Assets (Beginning of Year)$231K
Net Assets (End of Year)$317K
Net Income$86K
Employer EIN460872070
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan, Total assets ($B): 0.00031666 · Participants: 7Katherine Bao-Shian Lee, M.D. Apc 401(k) PlanWells 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
Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan side-by-side with 3 peers →

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pinnacle Realty Investment Corp. 401(k) Plan in MI ($317K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan assets move in 2022? ▼
Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan surged - up 37.2% during 2022, from $231K to $317K. Reported net income was $86K.
How have Katherine Bao-Shian Lee, M.D., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katherine Bao-Shian Lee, M.D., a Professional Corporation's sponsor-wide assets grew 100.2%, from $317K to $634K.
Where does Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan rank by assets among Form 5500 filers? ▼
Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Realty Investment Corp. 401(k) Plan in MI ($317K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 460872070.

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.