401(k) · DOL Form 5500 · 2023
Worldster Lee, M.D., LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $404,153
- Avg per participant High balance/head
Official DOL plan name: Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan · Sponsored by Worldster Lee, M.D., LLC · Hawaii · Healthcare & Social Assistance
$9M in assets, 22 participants
Worldster Lee, M.D., LLC's Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan reported $9M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #10,907 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan grew at a solid clip 8.1% in 2023 ($8M → $9M) for 22 participants.
- #10,907
- in Healthcare & Social Assistance (17,684 peers)
- +8.1%
- assets growth YoY
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,891,361 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $670K in the plan year 2023 filing.
- Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan reported participants rose from 17 in the plan year 2022 filing to 22 in the plan year 2023 filing.
- Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
DOL schedule card
Filing strip 810762373 · Worldster Lee, M.D., LLC PY 2023 · 401(k)
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan · $9M · 22 · 56th
- ASSETS $9M
- PCT 22
- EIN 56th
- RANK 401(k)
- PHOTO near Railside Enterprises Inc. 401(k) Profit Sharing Plan
- IND ind #10907
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 Hawaii →
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Worldster Lee, M.D., LLC years around the 2023 move
Sponsor-wide plan assets over time
All Worldster Lee, M.D., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 8.144543161068864% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $8M |
| 2023 | 1 | 22 | $9M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $670K |
| Employer EIN | 810762373 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
Worldster Lee, M.D., LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Railside Enterprises Inc. 401(k) Profit Sharing Plan in VA ($9M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.