Profit Sharing · DOL Form 5500 · 2022

Loi Luu, M.D., Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$390,629
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loi Luu, M.D., Inc. Profit Sharing Plan · Sponsored by Loi Luu, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Loi Luu, M.D., Inc.'s Loi Luu, M.D., Inc. Profit Sharing Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,877 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Loi Luu, M.D., Inc. Profit Sharing Plan declined sharply 21.1% in 2022 ($2M → $2M) for 5 participants.

#6,877
in Healthcare & Social Assistance (20,060 peers)
-21.1%
assets change YoY

The plan reported a net loss of $522K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loi Luu, M.D., Inc. Profit Sharing Plan among the smaller filed plans by assets

Loi Luu, M.D., Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,953,144 33rd percentile higher than 33% 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

Loi Luu, 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. Loi Luu, M.D., Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 371447726 · Loi Luu, M.D., Inc. PY 2022 · Profit Sharing

Loi Luu, M.D., Inc. Profit Sharing Plan · $2M · 5 · 33rd

  • SCH $2M
  • EBSA 5
  • PART 33rd
  • TYPE Profit Sharing
  • NET near Vivitec, Inc. Retirement Plan
  • BOOK ind #6877

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 →

Loi Luu, M.D., Inc. Profit Sharing Plan in the asset neighbourhood

Loi Luu, M.D., Inc. Profit Sharing PlanLoi Luu, M.D., Inc. Profit S…$2MVivitec, Inc. Retirement Plan$2MJ. Lawrence Brown, Esquire Retirement PlanJ. Lawrence Brown, Esquire R…$2MReet Corporation Profit Sharing PlanReet Corporation Profit Shar…$2MCoastal Fun Sports Inc. Retirement PlanCoastal Fun Sports Inc. Reti…$2M
End-of-year total assets ($M) among Loi Luu, M.D., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Loi Luu, M.D., Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Loi Luu, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.930534563759764% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M 202220232024 $1.95M $2.03M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $2M
2024 1 7 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$522K
Employer EIN371447726
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Loi Luu, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Loi Luu, M.D., Inc. Profit Sharing Plan, Total assets ($B): 0.001953144 · Participants: 5Loi Luu, M.D., Inc. Profit Sharing PlanIntel 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
Loi Luu, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Loi Luu, M.D., Inc. Profit Sharing Plan side-by-side with 3 peers →

Loi Luu, M.D., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Vivitec, Inc. Retirement Plan in KY ($2M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Loi Luu, M.D., Inc. Profit Sharing Plan assets move in 2022? ▼
Loi Luu, M.D., Inc. Profit Sharing Plan declined sharply - down 21.1% during 2022, from $2M to $2M. Reported net income was -$522K.
How have Loi Luu, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loi Luu, M.D., Inc.'s sponsor-wide assets grew 3.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Loi Luu, M.D., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vivitec, Inc. Retirement Plan in KY ($2M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Loi Luu, M.D., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants, 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 371447726.

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.