Money Purchase · DOL Form 5500 · 2022

John K. Lee, Dds Money Purchase Plan

Data updated 2026-08-25

$243K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$80,859
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#1,703
in Healthcare & Social Assistance (20,060 peers)
-16.5%
assets change YoY

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.

John K. Lee, Dds Money Purchase Plan among the smaller filed plans by 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 $2,050,000,000 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

John K. Lee, Dds Money Purchase 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. John K. Lee, Dds Money Purchase Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 770172241 · John K. Lee, Dds PY 2022 · Money Purchase

John K. Lee, Dds Money Purchase Plan · $243K · 3 · 12th

  • TYPE $243K
  • NET 3
  • BOOK 12th
  • VS-ST Money Purchase
  • BOY near Self Employed Individualttee Retirements Plan for State Farm Independent Agents
  • SCH ind #1703

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 →

John K. Lee, Dds Money Purchase Plan in the asset neighbourhood

Aurea Pedraza Pena Retirement PlanAurea Pedraza Pena Retiremen…$249KJohn K. Lee, Dds Money Purchase PlanJohn K. Lee, Dds Money Purch…$243KSelf Employed Individualttee Retirements Plan for State Farm Independent AgentsSelf Employed Individualttee…$243KJohn J. St. Andre, Jr. Money Purchase Pension Plan & TrustJohn J. St. Andre, Jr. Money…$244KDra. Lylka Rios Aviles Retirement PlanDra. Lylka Rios Aviles Retir…$238K
End-of-year total assets ($M) among John K. Lee, Dds Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

John K. Lee, Dds multi-year asset trail

Sponsor-wide plan assets over time

All John K. Lee, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.59021618525892% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $0.98M $1.3M ▲ +32.7%
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 ($B) Participants John K. Lee, Dds Money Purchase Plan, Total assets ($B): 0.000242577 · Participants: 3John K. Lee, Dds Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
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 →

John K. Lee, Dds Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Self Employed Individualttee Retirements Plan for State Farm Independent Agents in PA ($243K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 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).
Which Money Purchase plans cover a similar participant headcount to John K. Lee, Dds Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 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.