Defined Benefit (Pension) · DOL Form 5500 · 2022
Leonard T. Yu, M.D., Inc. Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $749,691
- Avg per participant High balance/head
Official DOL plan name: Leonard T. Yu, M.D. Defined Benefit Pension Plan · Sponsored by Leonard T. Yu, M.D., Inc. · Hawaii · Healthcare & Social Assistance
$3M in assets, 4 participants
Leonard T. Yu, M.D., Inc.'s Leonard T. Yu, M.D. Defined Benefit Pension Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #8,808 in Healthcare & Social Assistance (20,060 peers)
Leonard T. Yu, M.D., Inc. multi-year trail
Leonard T. Yu, M.D., Inc.'s plans moved -14.3% in assets from 2022 to 2024; this filing shows Leonard T. Yu, M.D. Defined Benefit Pension Plan at $3M / 4 participants.
- #8,808
- in Healthcare & Social Assistance (20,060 peers)
- +2.0%
- assets growth YoY
Leonard T. Yu, M.D. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Leonard T. Yu, M.D. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,998,764 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Leonard T. Yu, M.D. Defined Benefit Pension 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. Leonard T. Yu, M.D. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 990324699 · Leonard T. Yu, M.D., Inc. PY 2022 · Defined Benefit (Pension)
Leonard T. Yu, M.D. Defined Benefit Pension Plan · $3M · 4 · 40th
- 5500 $3M
- ASSETS 4
- PCT 40th
- EIN Defined Benefit (Pension)
- RANK near Bank of Holland Pension Plan as a Member of the New York State Bankers Retirement System
- PHOTO ind #8808
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 →
Leonard T. Yu, M.D. Defined Benefit Pension Plan in the asset neighbourhood
Leonard T. Yu, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Leonard T. Yu, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 14.321671733271224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $5M |
| 2023 | 2 | 6 | $4M |
| 2024 | 2 | 6 | $4M |
Leonard T. Yu, M.D., Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $59K |
| Employer EIN | 990324699 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.7B · 2,548
- Hotel Union and Hotel Industry of Hawaii Pension Plan $628M · 7,370
- Pamcah-Ua Local 675 Pension Plan $516M · 1,506
- The Queen's Health Systems Pension Plan $478M · 5,260
- Hawaii Pacific Health Retirement Plan $408M · 5,589
Leonard T. Yu, M.D. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Bank of Holland Pension Plan as a Member of the New York State Bankers Retirement System in NY ($3M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Bank of Holland Pension Plan as a Member of the New York State Bankers Retirement System (NY) $3M · 23
- Rpm International Inc. Union Retirement Plan (OH) $3M · 50
- The Scott Fetzer Pension Plan for Hourly Employees of Adalet (IBEW) (OH) $3M · 25
- Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement Plan (PR) $3M · 32
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.