Profit Sharing · DOL Form 5500 · 2023

Anna Lu Dmd, Apc Profit Sharing Plan

Data updated 2026-08-25

$328K
Total assets Small plan by assets
8
Participants Small participant base
14th
Percentile by assets National rank
$40,977
Avg per participant Low balance/head
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Official DOL plan name: Annu Lu Dmd Apc Safe Harbor 401(k) Plan · Sponsored by Anna Lu Dmd, Apc · California · Healthcare & Social Assistance

$328K in assets, 8 participants

Anna Lu Dmd, Apc's Annu Lu Dmd Apc Safe Harbor 401(k) Plan reported $328K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,795 in Healthcare & Social Assistance (17,684 peers)

Anna Lu Dmd, Apc multi-year trail

Anna Lu Dmd, Apc's plans moved +26.1% in assets from 2022 to 2024; this filing shows Annu Lu Dmd Apc Safe Harbor 401(k) Plan at $328K / 8 participants.

#1,795
in Healthcare & Social Assistance (17,684 peers)
-9.4%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Annu Lu Dmd Apc Safe Harbor 401(k) Plan among the smaller filed plans by assets

Annu Lu Dmd Apc Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$327,814 14th percentile higher than 14% of 127,068 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 2023

Annu Lu Dmd Apc Safe Harbor 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annu Lu Dmd Apc Safe Harbor 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annu Lu Dmd Apc Safe Harbor 401(k) Plan reported net income rose from -$158K in the plan year 2022 filing to -$34K in the plan year 2023 filing.
  • Annu Lu Dmd Apc Safe Harbor 401(k) Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Annu Lu Dmd Apc Safe Harbor 401(k) Plan end-of-year assets fell from $362K in the plan year 2022 filing to $328K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205487799 · Anna Lu Dmd, Apc PY 2023 · Profit Sharing

Annu Lu Dmd Apc Safe Harbor 401(k) Plan · $328K · 8 · 14th

  • IND $328K
  • EOY 8
  • 5500 14th
  • ASSETS Profit Sharing
  • PCT near Barry D. Shapiro, D.C., P.a. Profit Sharing Plan and Trust
  • EIN ind #1795

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 →

Annu Lu Dmd Apc Safe Harbor 401(k) Plan in the asset neighbourhood

Annu Lu Dmd Apc Safe Harbor 401(k) PlanAnnu Lu Dmd Apc Safe Harbor …$328KBarry D. Shapiro, D.C., P.a. Profit Sharing Plan and TrustBarry D. Shapiro, D.C., P.a.…$328KMm Faith Corp Retirement Plan$328KCacck Enterprise Inc. Retirement PlanCacck Enterprise Inc. Retire…$328KJjc Complete Wellness, Inc. Retirement PlanJjc Complete Wellness, Inc. …$328K
End-of-year total assets ($M) among Annu Lu Dmd Apc Safe Harbor 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Anna Lu Dmd, Apc multi-year asset trail

Sponsor-wide plan assets over time

All Anna Lu Dmd, Apc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.123235895130613% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.16M $2.73M ▲ +26.4%
Year Plans Participants Total Assets
2022 2 19 $2M
2023 2 16 $2M
2024 2 18 $3M

Anna Lu Dmd, Apc filing trail (2023)

Total Assets (Beginning of Year)$362K
Net Assets (End of Year)$328K
Net Income-$34K
Employer EIN205487799
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Annu Lu Dmd Apc Safe Harbor 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Annu Lu Dmd Apc Safe Harbor 401(k) Plan, Total assets ($B): 0.000327814 · Participants: 8Annu Lu Dmd Apc Safe Harbor 401(k) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Annu Lu Dmd Apc Safe Harbor 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Annu Lu Dmd Apc Safe Harbor 401(k) Plan side-by-side with 3 peers →

Annu Lu Dmd Apc Safe Harbor 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Barry D. Shapiro, D.C., P.a. Profit Sharing Plan and Trust in FL ($328K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Annu Lu Dmd Apc Safe Harbor 401(k) Plan assets move in 2023? ▼
Annu Lu Dmd Apc Safe Harbor 401(k) Plan pulled back noticeably - down 9.4% during 2023, from $362K to $328K. Reported net income was -$34K.
How have Anna Lu Dmd, Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anna Lu Dmd, Apc's sponsor-wide assets grew 26.1%, from $2M to $3M.
Where does Annu Lu Dmd Apc Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Annu Lu Dmd Apc Safe Harbor 401(k) Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Annu Lu Dmd Apc Safe Harbor 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Barry D. Shapiro, D.C., P.a. Profit Sharing Plan and Trust in FL ($328K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Annu Lu Dmd Apc Safe Harbor 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205487799.

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.