401(k) · DOL Form 5500 · 2022

Worldster Lee, M.D., LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
17
Participants Small participant base
61st
Percentile by assets National rank
$483,632
Avg per participant High balance/head
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Official DOL plan name: Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan · Sponsored by Worldster Lee, M.D., LLC · Hawaii · Healthcare & Social Assistance

$8M in assets, 17 participants

Worldster Lee, M.D., LLC's Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan reported $8M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,371 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan pulled back noticeably 12.8% in 2022 ($9M → $8M) for 17 participants.

#13,371
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,221,738 Top 39% higher than 61% 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

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

DOL schedule card

Filing strip 810762373 · Worldster Lee, M.D., LLC PY 2022 · 401(k)

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan · $8M · 17 · 61st

  • TYPE $8M
  • TYPE 17
  • TYPE 61st
  • TYPE 401(k)
  • TYPE near Rothe Development, Inc. 401(k) Plan
  • TYPE ind #13371

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 →

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Worldster Lee, M.D., LLC 401(k) Profit Sharing PlanWorldster Lee, M.D., LLC 401…$8MRothe Development, Inc. 401(k) PlanRothe Development, Inc. 401(…$8MThe Brix Group, Inc. 401(k) PlanThe Brix Group, Inc. 401(k) …$8MBridgeman Civil, Inc. 401(k) Profit Sharing PlanBridgeman Civil, Inc. 401(k)…$8MThomas Foods International, USA 401(k) PlanThomas Foods International, …$8M
End-of-year total assets ($M) among Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Worldster Lee, M.D., LLC years around the 2022 move

Sponsor-wide plan assets over time

All Worldster Lee, M.D., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.144543161068864% vs 2022
2023 filing year
$8M$8.5M$9M 20222023 $8.22M $8.89M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 17 $8M
2023 1 22 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN810762373
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008221738 · Participants: 17Worldster Lee, M.D., LLC 401(k) Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Rothe Development, Inc. 401(k) Plan in TX ($8M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan assets move in 2022?
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan pulled back noticeably - down 12.8% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Worldster Lee, M.D., LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Worldster Lee, M.D., LLC's sponsor-wide assets grew 8.1%, from $8M to $9M.
Which 401(k) plans are similar in size to Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Rothe Development, Inc. 401(k) Plan in TX ($8M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 participants, N/A in assets).