401(k) · DOL Form 5500 · 2023

John B Lee Md Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: John B Lee Md Inc Solo 401(k) · Sponsored by John B Lee Md Inc · California · Healthcare & Social Assistance

$1M in assets, 1 participants

John B Lee Md Inc's John B Lee Md Inc Solo 401(k) reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,816 in Healthcare & Social Assistance (17,684 peers)

John B Lee Md Inc multi-year trail

John B Lee Md Inc's plans moved +26.2% in assets from 2022 to 2023; this filing shows John B Lee Md Inc Solo 401(k) at $1M / 1 participant.

#3,816
in Healthcare & Social Assistance (17,684 peers)
+26.2%
assets growth YoY

John B Lee Md Inc Solo 401(k) among the smaller filed plans by assets

John B Lee Md Inc Solo 401(k) vs every filed plan by assets

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

$1,212,157 25th percentile higher than 25% 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

John B Lee Md Inc Solo 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John B Lee Md Inc Solo 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John B Lee Md Inc Solo 401(k) reported net income rose from -$78K in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • John B Lee Md Inc Solo 401(k) end-of-year assets rose from $960K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262956235 · John B Lee Md Inc PY 2023 · 401(k)

John B Lee Md Inc Solo 401(k) · $1M · 1 · 25th

  • PCT $1M
  • EIN 1
  • RANK 25th
  • PHOTO 401(k)
  • IND near Steven T. Wittmer, PA 401(k) Profit Sharing Plan
  • EOY ind #3816

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 B Lee Md Inc Solo 401(k) in the asset neighbourhood

John B Lee Md Inc Solo 401(k)$1MSteven T. Wittmer, PA 401(k) Profit Sharing PlanSteven T. Wittmer, PA 401(k)…$1MDak Smith, Inc. 401(k) Plan$1MGfm 401(k) Plan$1MSds Cares Inc 401(k) Profit Sharing PlanSds Cares Inc 401(k) Profit …$1M
End-of-year total assets ($M) among John B Lee Md Inc Solo 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

John B Lee Md Inc multi-year asset trail

Sponsor-wide plan assets over time

All John B Lee Md Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.248731947832283% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M$1.3M 20222023 $0.96M $1.21M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 1 $960K
2023 1 1 $1M

John B Lee Md Inc filing trail (2023)

Total Assets (Beginning of Year)$960K
Net Assets (End of Year)$1M
Net Income$252K
Employer EIN262956235
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

John B Lee Md Inc Solo 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John B Lee Md Inc Solo 401(k), Total assets ($B): 0.001212157 · Participants: 1John B Lee Md Inc Solo 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
John B Lee Md Inc Solo 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare John B Lee Md Inc Solo 401(k) side-by-side with 3 peers →

John B Lee Md Inc Solo 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Steven T. Wittmer, PA 401(k) Profit Sharing Plan in FL ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 John B Lee Md Inc Solo 401(k) assets move in 2023? ▼
John B Lee Md Inc Solo 401(k) grew sharply - up 26.2% during 2023, from $960K to $1M. Reported net income was $252K.
How have John B Lee Md Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), John B Lee Md Inc's sponsor-wide assets grew 26.2%, from $960K to $1M.
Where does John B Lee Md Inc Solo 401(k) rank by assets among Form 5500 filers? ▼
John B Lee Md Inc Solo 401(k) ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to John B Lee Md Inc Solo 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Steven T. Wittmer, PA 401(k) Profit Sharing Plan in FL ($1M, 8 participants).
Which 401(k) plans cover a similar participant headcount to John B Lee Md Inc Solo 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 262956235.

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.