Profit Sharing · DOL Form 5500 · 2022

Jae Y. Lim, M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$359,499
Avg per participant High balance/head
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Official DOL plan name: Jae Y. Lim, M.D., P.C., Profit Sharing Plan · Sponsored by Jae Y. Lim, M.D., P.C. · Virginia · Healthcare & Social Assistance

$2M in assets, 5 participants

Jae Y. Lim, M.D., P.C.'s Jae Y. Lim, M.D., P.C., Profit Sharing Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,522 in Healthcare & Social Assistance (20,060 peers)

Jae Y. Lim, M.D., P.C. multi-year trail

Jae Y. Lim, M.D., P.C.'s plans moved +41.4% in assets from 2022 to 2023; this filing shows Jae Y. Lim, M.D., P.C., Profit Sharing Plan at $2M / 5 participants.

#6,522
in Healthcare & Social Assistance (20,060 peers)
-28.8%
assets change YoY

The plan reported a net loss of $729K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jae Y. Lim, M.D., P.C., Profit Sharing Plan among the smaller filed plans by assets

Jae Y. Lim, M.D., P.C., Profit Sharing Plan vs every filed plan by assets

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

$1,797,493 32nd percentile higher than 32% 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

Jae Y. Lim, M.D., P.C., 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. Jae Y. Lim, M.D., P.C., Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 205468141 · Jae Y. Lim, M.D., P.C. PY 2022 · Profit Sharing

Jae Y. Lim, M.D., P.C., Profit Sharing Plan · $2M · 5 · 32nd

  • NET $2M
  • NET 5
  • NET 32nd
  • NET Profit Sharing
  • NET near Triangle Engineering of Arkansas, Inc. Profit Sharing Plan
  • NET ind #6522

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 Virginia →

Jae Y. Lim, M.D., P.C., Profit Sharing Plan in the asset neighbourhood

Jae Y. Lim, M.D., P.C., Profit Sharing PlanJae Y. Lim, M.D., P.C., Prof…$2MTriangle Engineering of Arkansas, Inc. Profit Sharing PlanTriangle Engineering of Arka…$2MMontana Valley Eye Clinic Profit Sharing PlanMontana Valley Eye Clinic Pr…$2MCenter for Family Representation Pension PlanCenter for Family Representa…$2MCamp Modin Profit Sharing PlanCamp Modin Profit Sharing Pl…$2M
End-of-year total assets ($M) among Jae Y. Lim, M.D., P.C., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jae Y. Lim, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jae Y. Lim, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.41290119071396% vs 2022
2023 filing year
$1.5M$2M$2.5M$3M 20222023 $1.8M $2.54M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $3M

Jae Y. Lim, M.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$729K
Employer EIN205468141
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Jae Y. Lim, M.D., P.C., Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jae Y. Lim, M.D., P.C., Profit Sharing Plan, Total assets ($M): 1.797493 · Participants: 5Jae Y. Lim, M.D., P.C., Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Jae Y. Lim, M.D., P.C., Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Jae Y. Lim, M.D., P.C., Profit Sharing Plan side-by-side with 3 peers →

Jae Y. Lim, M.D., P.C., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Triangle Engineering of Arkansas, Inc. Profit Sharing Plan in AR ($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.

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 Jae Y. Lim, M.D., P.C., Profit Sharing Plan assets move in 2022? ▼
Jae Y. Lim, M.D., P.C., Profit Sharing Plan declined sharply - down 28.8% during 2022, from $3M to $2M. Reported net income was -$729K.
How have Jae Y. Lim, M.D., P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jae Y. Lim, M.D., P.C.'s sponsor-wide assets grew 41.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jae Y. Lim, M.D., P.C., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Triangle Engineering of Arkansas, Inc. Profit Sharing Plan in AR ($2M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Jae Y. Lim, M.D., P.C., 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 205468141.

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.