Money Purchase · DOL Form 5500 · 2022

John K. Lee, Dds Money Purchase Plan

Data updated 2026-08-11

$243K
Total assets
3
Participants
12th
Percentile by assets
$80,859
Avg per participant
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Official DOL plan name: John K. Lee, Dds Money Purchase Plan · Sponsored by John K. Lee, Dds · California · Healthcare & Social Assistance

$243K in assets, 3 participants

John K. Lee, Dds's John K. Lee, Dds Money Purchase Plan reported $243K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • 12th percentile by assets (of 139,126 plans)
  • #1,703 in Healthcare & Social Assistance (20,060 peers)

John K. Lee, Dds multi-year trail

John K. Lee, Dds's plans moved +33.6% in assets from 2022 to 2024; this filing shows John K. Lee, Dds Money Purchase Plan at $243K / 3 participants.

$243K
total plan assets (2022 EOY)
3
covered participants
12th
percentile by assets (of 139,126 plans)
$80,859
avg assets per participant

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where John K. Lee, Dds Money Purchase Plan sits by total assets

John K. Lee, Dds Money Purchase Plan vs every filed plan by assets

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

$242,577 12th percentile higher than 12% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Healthcare & Social Assistance

John K. Lee, Dds across 3 plan years on file

Across the 3 plan years John K. Lee, Dds has on file (2022-2024), sponsor-wide plan assets have moved from $976K to $1M, a gain of 33.6%, while reported participants moved from 6 to 4 (-33.3%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($976K).

John K. Lee, Dds multi-year asset trail

$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $0.98M $1.3M ▲ +32.7%
Total plan assets by year, all John K. Lee, Dds plans on file
Year Plans Participants Total Assets
2022 2 6 $976K
2023 2 5 $1M
2024 2 4 $1M

John K. Lee, Dds filing trail (2022)

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$243K
Net Income-$48K
Employer EIN770172241
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

John K. Lee, Dds Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants John K. Lee, Dds Mon…, Total assets ($B): 0.000242577 · Participants: 3John K. Lee, Dds Mon…The Permanente Contr…, Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contr…Kaiser Permanente Su…, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Su…University of Southe…, Total assets ($B): 3.768465559 · Participants: 20087University of Southe…Carpenters Annuity T…, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity T…Directors Guild of A…, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of A…
John K. Lee, Dds Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare John K. Lee, Dds Money Purchase Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to John K. Lee, Dds Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did John K. Lee, Dds Money Purchase Plan assets move in 2022? ▼
John K. Lee, Dds Money Purchase Plan declined sharply - down 16.5% during 2022, from $290K to $243K. Reported net income was -$48K.
How have John K. Lee, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John K. Lee, Dds's sponsor-wide assets grew 33.6%, from $976K to $1M.
Where does John K. Lee, Dds Money Purchase Plan rank by assets among Form 5500 filers? ▼
John K. Lee, Dds Money Purchase Plan ranks in the 12th 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 Money Purchase plans are similar in size to John K. Lee, Dds Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Self Employed Individualttee Retirements Plan for State Farm Independent Agents in PA ($243K, 2 participants).

Next read for John K. Lee, Dds Money Purchase Plan

Multi-year trail

Ways to act on John K. Lee, Dds Money Purchase Plan's numbers.

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 770172241.

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.