401(k) · DOL Form 5500 · 2023

Katherine Bao-Shian Lee, M.D., a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$458K
Total assets Small plan by assets
10
Participants Small participant base
17th
Percentile by assets National rank
$45,778
Avg per participant Low balance/head
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Official DOL plan name: Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan · Sponsored by Katherine Bao-Shian Lee, M.D., a Professional Corporation · California · Healthcare & Social Assistance

$458K in assets, 10 participants

Katherine Bao-Shian Lee, M.D., a Professional Corporation's Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan reported $458K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,198 in Healthcare & Social Assistance (17,684 peers)

Katherine Bao-Shian Lee, M.D., a Professional Corporation multi-year trail

Katherine Bao-Shian Lee, M.D., a Professional Corporation's plans moved +100.2% in assets from 2022 to 2024; this filing shows Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan at $458K / 10 participants.

#2,198
in Healthcare & Social Assistance (17,684 peers)
+44.6%
assets growth YoY

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan among the smaller filed plans by assets

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan vs every filed plan by assets

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

$457,778 17th percentile higher than 17% 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

Katherine Bao-Shian Lee, M.D. Apc 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. Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan reported net income rose from $86K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan end-of-year assets rose from $317K in the plan year 2022 filing to $458K in the plan year 2023 filing.
  • Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 460872070 · Katherine Bao-Shian Lee, M.D., a Professional Corporation PY 2023 · 401(k)

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan · $458K · 10 · 17th

  • EIN $458K
  • RANK 10
  • PHOTO 17th
  • IND 401(k)
  • EOY near Joshua19, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #2198

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 →

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan in the asset neighbourhood

Katherine Bao-Shian Lee, M.D. Apc 401(k) PlanKatherine Bao-Shian Lee, M.D…$458KJoshua19, Inc. 401(k) Profit Sharing PlanJoshua19, Inc. 401(k) Profit…$458KScinti Homecare, Inc. 401(k) Profit Sharing PlanScinti Homecare, Inc. 401(k)…$458KDivine Dental Works 401(k)$458KHome Star Care, Inc. 401(k) PlanHome Star Care, Inc. 401(k) …$458K
End-of-year total assets ($M) among Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Katherine Bao-Shian Lee, M.D., a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Katherine Bao-Shian Lee, M.D., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$634K 100.20653066380345% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.32M $0.63M ▲ +96.9%
Year Plans Participants Total Assets
2022 1 7 $317K
2023 1 10 $458K
2024 1 11 $634K

Katherine Bao-Shian Lee, M.D., a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$317K
Net Assets (End of Year)$458K
Net Income$141K
Employer EIN460872070
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan, Total assets ($B): 0.000457778 · Participants: 10Katherine Bao-Shian Lee, M.D. Apc 401(k) PlanWells 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
Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan side-by-side with 3 peers →

Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Joshua19, Inc. 401(k) Profit Sharing Plan in TX ($458K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($458K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan assets move in 2023? ▼
Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan surged - up 44.6% during 2023, from $317K to $458K. Reported net income was $141K.
How have Katherine Bao-Shian Lee, M.D., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katherine Bao-Shian Lee, M.D., a Professional Corporation's sponsor-wide assets grew 100.2%, from $317K to $634K.
Where does Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan rank by assets among Form 5500 filers? ▼
Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan ranks in the 17th 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 401(k) plans are similar in size to Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joshua19, Inc. 401(k) Profit Sharing Plan in TX ($458K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 460872070.

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.